Surety Account Manager

Surety Account Manager

Requirements

• At least one year of insurance experience strongly preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Ability to exercise independent judgment
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• High School Diploma required
• Willingness to obtain state insurance (P&C/Life & Health) licenses

Responsibilities

• Prepares and coordinates all transactions, paperwork, and internal processing for assigned surety accounts, including but not limited to: Applications, billing, policies, invoices, change request, renewals, & cancellations
• Prepares invoices, transmittals, renewal certificates and cancellation forms as required
• Reviews and processes change requests in the agency management system
• Sets- up and maintains new and renewal client files
• Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer
• Provides quality customer service to clients, team members, and carriers
• Reviews bond forms for completeness and accuracy
• Prepares surety bonds for delivery to clients
• Communicates with company personnel regarding the client’s needs and/or issues
• Maintains an accurate suspense system on all items that require a response
• Fields phone calls from surety customers regarding questions about their bonds, renewals, changes, payments, cancellations etc.
• Maintains complete customer files
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Other reasonable duties as assigned by your supervisor

Preferred Qualifications

• Applied Agency Management System experience preferred but not required