Victoria Riedl

Responsible for managing the bond department, selling and processing bonds.

• Consulting with 25 Insurance Producers and their book of business to determine possible bond needs.
• Marketing and processing client bond requests:
• Assessing the proper market for the client, collecting bond request documents, and submitting proper paperwork to obtain approval from surety underwriter.
• Typing and issuing the approved bond, entering transaction and documents into company database, invoicing, and ensuring the original bond is placed in the clients hands.
• Processing daily bond paperwork and keeping agency database up to date.
• Maintain daily flow of business.
• Maintenance on existing accounts.
• Keeping account underwriting information current.
• Maintain Surety files regarding bond numbers and POA's.
• Process monthly renewals. Cross check Expiration lists with surety renewal invoices and company database.
• Issue Continuation Certificates or otherwise, invoicing client, update company database and attaching files regarding the renewal.
• Going out on client calls.
• Working with Producers to assess their client’s bond needs.
• Establish new working relationships generating new bond business.
• Maintaining and cultivating underwriter relationships.
• Negotiating with Bond Carriers, accounting issues, commission rates, limits of authority.
• Attending Surety Underwriter Association/NASBP meetings and functions.
• Meeting with Underwriter's and going on client calls with them and
• Accounting work, invoicing, collections, etc.
• • Collect from clients who are past due
• Working with Acrisure Partners to build the Bond Department book of business across Acrisure:
• Traveling to participate with the Surety heads throughout our Partners in the development of protocols for our Partners who do not have a Bond Department to help those Partners grow their Surety business. In turn building new relationships and growing our Bond Department.

Responsible for managing the bond department, selling and processing bonds.

• Consulting with 25 Insurance Producers and their books of business to determine possible bond needs.
• Marketing and processing client bond requests:
• Assessing the proper market for the client, collecting bond request documents, and submitting proper paperwork to obtain approval from surety underwriter.
• Typing and issuing the approved bond, entering transaction and documents into company database, invoicing, and ensuring the original bond is placed in the clients hands.
• Processing daily bond paperwork and keeping agency database up to date.
• Maintain daily flow of business.
• Maintenance on existing accounts.
• Keeping account underwriting information current.
• Maintain Surety files regarding bond numbers and POA's.
• Process monthly renewals. Cross check Expiration lists with surety renewal invoices and company database.
• Issue Continuation Certificates or otherwise, invoicing client, update company database and attaching files regarding the renewal.
• Going out on client calls.
• Working with Producers to assesse their client’s bond needs.
• Establish new working relationships generating new bond business.
• Maintaining and cultivating underwriter relationships.
• Negotiating with Bond Carriers, accounting issues, commission rates, limits of authority.
• Attending Surety Underwriter Association/NASBP meetings and functions.
• Meeting with Underwriter's and going on client calls with them and
• Accounting work, invoicing, collections, etc.
• • Collect from clients who are past due
• Working with Acrisure Partners to build the Bond Department book of business across Acrisure:
• Traveling to participate with the Surety heads throughout our Partners in the development of protocols for our Partners who do not have a Bond Department to help those Partners grow their Surety business. In turn building new relationships and growing our Bond Department.

• Create and implement office procedures and systems for new office.
• Set up computer database to fit Company needs.
• Developed filing system for client records.
• Established human resources operations.
• Manage office and office staff.
• In-House Underwriter to assess new accounts.
• Analyze and review new submissions and their financial information.
• Maintain customer account and surety company relationships.
• Process and track of all bonds; Invoice Performance and Payment Bonds.
• Update and organize account files.
• Follow up on requested information.
• Verify references (Banks, Suppliers, and Obligees).
• Send out status inquiries on projects in progress.
• Invoice overruns on completed projects.

Office Manager:

• Oversee all day to day office responsibilities and office staff.
• Train new employees and oversee their daily work loads after training has been completed.
• Create and implement office procedures and systems.
• Track deals (month to month).
• Process payroll.
• Order supplies, company brochures & materials.
• Systems Analyst-Provide screen design for database to fit Company needs.
• Provide computer training to new and existing employees.
• Update and upgrade software; Conduct on going in-house training/assistance for office staff to introduce new software.
• Create worksheets monthly to track producers progress.
• Create and implement Company forms.

• Review and analyze financial information.

• Process new submissions.

• Process and track of all bonds.
• Organize and update account files.
• Verify references (Banks, Suppliers and Obligee).
• Create and implement office procedures and systems for new office.

• Answer multi-line phones.

• Train my assistant.

• Provided the above services to five producers.