Account Manager - Surety (East)

Your Responsibilities

• Provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.
• Serves as the primary point of contact for Client’s book of business related to bonds and services.
• Maintains documentation of communications, existing issues, and issue resolution.
• Supports the implementation of new bonds by gathering necessary documentation and reviewing obligation details with Clients and Sureties.
• Processes New and Renewal Billings along with AP and/or RP billings accurately, as needed.
• Protects the confidentiality of information learned while performing the duties of the position.
• Processes needed documentation throughout the life of the bond.
• Informs Clients of any and all changes that may affect surety premiums.
• Enters Client information into data management systems, ensuring accuracy and completeness.
• Creates and sends compliance communications as needed.
• Delegates invoicing tasks to appropriate associates.
• Engages with the Producer and Accounting Departments to determine action plans and assist in collection efforts or billing discrepancies.
• Communicates positively to contribute to a cohesive, pleasant work environment.
• Affords assistance to other associates as needed.

Qualifications

• Ability to create and send compliance communications as needed.
• Ability to research industry trends and governmental regulations.
• Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
• Develops and maintains dependable working relationships with carriers and other providers.
• Understands and stays informed on bond/surety industry developments and all products available.
• Demonstrates the ability to build and maintain effective relationships with clients to provide the best possible service on a timely basis.
• Self-directs and performs at a high level.
• Demonstrates critical thinking skills with the ability to identify and evaluate data.
• Demonstrates decision-making skills by evaluating options accurately and establishing priorities.