Account Manager- Surety

Alliant Insurance ServicesHouston, TX

About The Position

Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions.

Requirements

  • Associate degree or equivalent combination of education and experience
  • Five (5) or more years related work experience
  • Must possess a valid Insurance license
  • Familiar with rating and underwriting guidelines
  • Excellent verbal and written communication skills
  • Good leadership, problem solving and time management skills
  • Advanced analytical skills
  • Good planning, organizational and prioritization skills
  • Ability and motivation to work independently
  • Proficient in Microsoft Office products

Responsibilities

  • Performs independent reviews on bonding requirements and determines proper coverage and identify possible deficiencies.
  • Obtains all pertinent underwriting information including financials needed to maintain principals bond program.
  • Facilitates underwriting process & communication between the surety carrier and the client to execute bonds and riders to bonds.
  • Partners with Brokers in marketing and placement of risks.
  • Updates and maintains all manuals, powers of attorneys, etc.
  • Processes renewals, new bonds, and follows up on bond exonerations.
  • Provides technical and problem solving support to staff.
  • Performs a variety of commercial lines and accounting duties in support of department and agency.
  • Serves as a technical expert and trainer.
  • Assists other team members in resolving complex issues.
  • Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date.
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
  • Other duties as assigned.
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