Account Manager

Job summary
The Surety Account Representative is responsible for assisting Surety Account Managers and Producers with the servicing of assigned surety accounts in accordance with the practices, policies and procedures of the Company.
Job seniority: associate level
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
Requirements
• At least one year of surety/insurance experience strongly preferred• High School Diploma required• 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• Applied Agency Management System experience preferred but not required• Willingness to obtain state insurance (P/C & Life & Health) licenses