Surety Account Manager

NFP•Scottsdale, AZ

5d•$40,000 - $75,000

About The Position

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.â¯ You will manage the day-to-day handling of each accounts needs, which include file maintenance, issuance of surety bonds, including, bid, performance & payment, maintenance, transactional and renewal, and prepare materials for presentations and communications, in collaboration with their more senior team members.â¯ Work is completed with a significant amount of independent discretion, but is collaborative in nature with other team members.â¯ While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.

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.
Ability 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.
More than 3 years of client service and/or industry and commercial or Personal lines product experience.
P&C Insurance License

Nice To Haves

Surety experiences ideal, not required-will train as long as currently P&C licensed
Fluency with CRMs. EPIC preferred

Responsibilities

Works proactively to develop relationships with carrier and client contacts.
Prepare and send 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.
Will be responsible for keeping client policy records in the agency management system.
May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.