Customer Service Representative

Amtex Systems Inc is an information technology and talent solutions company offering talent and BI consulting to the companies in US for over 25 years.

Our solutions are designed to fill resource gaps, by providing the right candidates who deliver value to the organization. Our propensity to nurture and build strong relationships with our clients helps us better understand their business demands and gives us the ability to provide services that are on time and rise above the rest.

• Education: Bachelor’s degree in Business, Finance, Insurance, or related field preferred.
• Experience: 0–2 years in customer service, administration, banking, finance, or insurance preferred; insurance experience is not mandatory.
• Process contract surety bond requests, including Bid, Performance, Payment, and Maintenance Bonds.
• Review submissions for accuracy and completeness and collect financial statements, WIP schedules, indemnity agreements, and underwriting documents.
• Prepare bond forms, riders, Powers of Attorney, cancellations, amendments, and related documentation.
• Coordinate with contractors, agents, producers, and underwriters regarding bond status and outstanding requirements.
• Maintain accurate contractor, agent, bond, CRM/agency system, and electronic records.
• Perform contractor credit checks and assist with account management, renewals, and servicing.
• Track bond requests, follow up on pending items, and ensure timely bond issuance and delivery.
• Support customer service and new business development by responding to contractor/agent inquiries and following up on leads.
• Generate departmental, production, pipeline, and sales reports.
• Strong verbal/written communication, customer service, organization, attention to detail, and problem-solving skills required.
• Proficiency in Microsoft Office, especially Excel, Word, Outlook/Google Workspace; basic Excel formulas preferred.
• Ability to multitask, prioritize deadlines, learn new systems, and work independently and collaboratively.
• Business professional attire required.
• Key success areas: accuracy, turnaround time, responsiveness, underwriting support, customer satisfaction, and workflow management.