Associate Account Manager - Surety (East)

Your Responsibilities

• Prepare various bonds, invoices, and correspondence with the ability to verify keyed data is accurate, complete, and conforms to established procedures.
• Promptly file bonds and correspondence in the appropriate area.
• Managed tasks and duties quickly and efficiently in support of Account Managers.
• Continually prioritize workload to ensure new/immediate bond needs are met within the appropriate time frame.
• Absorb and assist in review of contracts for relevant information and communicate findings to Account Manager.
• Utilize surety management system to prepare bonds, process billings, renewal certificates, and other client deliverables.
• Invoice clients for new and renewal bonds; prepare summary billings when required.
• Prepare list of outstanding bonds using surety management system in Excel format.
• Absorb and assist in setting up new account transitions including discovery of all existing bonds, setup of new account file, invoicing, data input, etc.
• Communicate in a positive manner to contribute to a cohesive, pleasant work environment.
• Perform other responsibilities and duties as needed.

Qualifications

• Bachelor’s degree in Business or related field and/or High School diploma and equivalent education and/or experience.
• Detail oriented, with organization and time management skills to meet time-sensitive deadlines.
• Ability to use office equipment such as computer terminal and keyboard, calculator and photocopier.
• Proficiency at spreadsheets and word processing.
• Strong verbal and interpersonal communication required.
• Ability to complete continuing education requirements as needed.
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.