• Adhere to Brown & Brown's compliance standards and procedures, including meticulous documentation, timely responses, processing timelines, professional conduct and client satisfaction. • Serve as a primary point of contact, promptly responding to customer and carrier inquiries via email and phone, providing expert guidance and solutions. • Independently manage a dedicated portfolio (size subject to volume and account type), demonstrating full ownership of client relationships, bond cycles, and complete submissions to underwriters. • Perform duties both independently and collaboratively within a team environment. • Process all requests promptly and efficiently, in areas of bonds, endorsements, audits, accounting/billing, and coordinate of claims/loss control services. • Gather and compile customer information to prepare new bond submissions for existing accounts with surety companies. • Respond promptly to customers and carrier inquiries via email and phone. • Manage bond renewals and generate invoices. • Maintain and update surety files to ensure ongoing underwriting compliance. • Review bonds for accuracy and completeness. • Execute bonds under Power of Attorney and submit final bond documentation to surety companies. • Undertake other assigned duties and special projects. • Demonstrate a proactive approach in managing tasks and resolving issues. • Participate in training and development activities to maintain current skills and licensing.