Description

The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Manage day-to-day needs for clients, including bond requests, billing issues, bond reports

• Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters

• Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities

• Communicates with underwriters on status of account or individual bond approvals

• Issues original bonds as needed

• Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects

• Gather information from prospective clients, completing high level bond reviews and assisting in the resolve of carrier and client accounting, billing and collections issues

• Demonstrate ability to effectively communicate with internal and external clients/peers/sureties

• Support other surety staff as needed or assigned

• Attend client meetings as required

Qualifications

The Requirements

• P&C licensed

• Minimum – 5-7 years of relevant working experience in a Surety environment

• Insurance related and other professional designations highly desirable

• Possesses effective verbal and written communication skills

• Possesses excellent interpersonal skills

• Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities

• Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment

• Strong decision-making capabilities

• Must be results oriented

• Ability to provide superior customer service to the client and the sureties

• Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines

• Ability to learn and utilize EPIC

• Willingness to participate in surety industry events

• Independently carry out specific assignments and tasks

EOE, including disability/vets