Account Manager - Surety; East

Your Responsibilities

The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.

• Services designated book of business as relating to providing bonds and services for our clients
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution.
• Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
• Process New and Renewal Billings along with AP and/or RP billings accurately, as needed
• Protect the confidentiality of information learned by performing the duties of the position
• Processes needed documentation throughout the life of the bond
• Informs Client of any and all changes that may affect surety premiums
• Inputs Client information into data management system, ensuring accuracy and completeness
• Creates and sends compliance communications as needed
• Delegate invoicing to appropriate associate
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
• Assists other associates as needed
• Performs other responsibilities and duties as needed

• 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 keeps informed on bond/surety industry developments and all products available.
• Has demonstrated the ability to build and maintain effective relationships with clients to provide the best possible service on a timely basis.
• Self‑direct 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