DescriptionThe Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance clients accounts with surety needs within in a small team environment.
Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Manage daytoday 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
QualificationsThe Requirements
- P&C licensed
- Minimum 57 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 fastpaced environment
- Strong decisionmaking capabilities
- Must be results oriented
- Ability to provide superior customer service to the client and the sureties
- Strong organizational skills in prioritizing duties and multitasking 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
Required Experience:
Senior IC