Account Manager, Surety

About the role

The Account Manager is responsible for working with Client Executives and other Account Managers to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic, and other written communications.

Responsibilities

• Works proactively to develop relationships with carrier and client contacts.
• Prepares and sends the request for proposals to applicable surety carriers and spreadsheets results as they come in.
• Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive.
• Begins to communicate directly with clients and carriers, with approval from the Client Executive.
• Creates and maintains client files in accordance with office procedures.
• Keeps client policy records in the agency management system.
• Maintains billing processes for clients and insurance company personnel, with assistance from the Accounting Dept. when necessary.

Requirements

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous, and professional manner.
• Customer-focused to establish and maintain effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel, and Outlook.
• Able to prioritize multiple tasks to meet deadlines.
• Sharp attention to detail, decision-making skills, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines, and technology.

Qualifications

• More than 3 years of client service and/or industry and commercial or Personal lines product experience.
• Surety experiences ideal, not required-will train as long as currently P&C licensed.
• Fluency with CRMs. EPIC preferred.

Skills

• P&C Insurance License required upon hire.

Benefits

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

Pay

The base salary range for this position is $60,000.00 – $98,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.