About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Admin.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

---

Role Overview

Confidential Client is seeking a Customer Service Representative to join their Contract Surety team in Woodcliff Lake, NJ. This entry-level role provides hands-on training in contract surety operations and underwriting support. You will be responsible for processing bond requests, coordinating required documentation, maintaining accurate records, and providing excellent customer service to contractors, producers, and internal underwriting staff.

---

What You’ll Do

• Process contract surety bond requests (Bid, Performance, Payment, Maintenance).
• Review submissions for completeness and accuracy.
• Collect and coordinate financial statements, work-in-progress schedules, indemnity agreements, and other underwriting documentation.
• Prepare bond forms, riders, powers of attorney, and related issuance documents.
• Maintain contractor, agent, and bond records in company systems.
• Track bond requests and follow up on outstanding requirements to meet turnaround targets.
• Communicate bond status and outstanding requirements to contractors, agents, producers, and underwriting staff.
• Support underwriters with account management, renewals, and contractor servicing.
• Monitor execution and delivery requirements to ensure compliance with contract specifications.
• Process cancellations, amendments, and policy updates as necessary.
• Perform contractor credit checks and keep organized electronic files.
• Support new business efforts by responding promptly to agent/contractor inquiries.
• Generate departmental reports and maintain production/pipeline records.
• Ensure compliance with underwriting guidelines, regulatory requirements, and internal procedures.
• Participate in team meetings, product training, and ongoing professional development.
• Other duties as assigned.

---

Qualifications

Education

• Bachelor's degree in Business, Finance, Insurance, or related field preferred.

Experience & Skills

• Previous administrative, customer service, banking, insurance, or finance experience preferred.
• Familiarity with financial statements and basic financial review is a plus.
• Strong organizational skills and exceptional attention to detail.
• Excellent verbal and written communication skills.
• Outstanding customer service and relationship-building skills.
• Energetic, professional attitude and strong work ethic.
• Ability to take initiative, prioritize multiple tasks, and work independently.
• Quick learner with the ability to adapt to new systems and procedures.
• Strong analytical and problem-solving abilities.
• Proficiency with Microsoft Office (Excel formulas, Word) and Google Workspace.
• Willingness to learn agency management and contract surety platforms.
• Effective team player who can also manage individual responsibilities.

---

Compensation & Benefits

• Estimated annual salary: $80,803 (estimated).
• Competitive base salary and annual performance-based bonus opportunity.
• Extensive onboarding program and hands-on training.
• Clear career advancement opportunities within a growing organization.
• Opportunity to develop expertise in the specialized contract surety industry.

---

Work Environment & Schedule

• Full-time, in-office role located in Woodcliff Lake, NJ (123 Tice Boulevard).
• Monday–Friday, 8:30 a.m. to 5:30 p.m.
• Business professional attire required.

---

How Success Is Measured

• Timely and accurate processing and issuance of contract surety bonds.
• Completeness and accuracy of bond documentation and contractor records.
• Responsiveness to contractors, agents, and internal stakeholders.
• Consistent adherence to underwriting service standards and turnaround times.
• Effective organization and daily workflow management.
• Contributions to underwriting support, operational efficiency, customer retention, and satisfaction.

---

Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.