2 customer support officer jobs found in Jericho, NY

Position Summary The Brokerage Operations Coordinator is responsible for providing operational support to the brokerage team by efficiently handling day-to-day operational tasks. The role contributes to the seamless functioning of daily operations, ensures compliance with regulations, and facilitates effective communication within the brokerage team. They work closely with brokers to ensure timely transaction completion through paperwork processing and coordinating with other departments in the firm. What will your job entail? Job Responsibilities: • Assists in executing and coordinating day-to-day brokerage operations and supports the implementation and improvement of operational procedures. • Coordinates with the broker to prepare documents, cover letters etc. to market renewal business and provides necessary administrative support in filing, printing, and archiving documents. • Administers and updates new and current client information in all required systems...

About the Role   We are seeking a driven, eager to learn Account Associate to join our dynamic Surety team in Jericho, NY. Key Responsibilities Include   Manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, file and database management, and other related activities.   Keep surety filing and database system organized and up to date (Erlon & Applied Epic)  Responsible for accurate and timely billing  Manage the clients’ daily bonding needs, including receipt and review of bond requests.  Maintain ongoing communication with clients and their underwriters to ensure a high level of customer service and with Account Managers and Account Executives to ensure a high level of customer deliverables.  Additional responsibilities as required  Skills & Experience That Lead to Success:   Data entry experience as well as excellent interpersonal skills are a must...