Surety Account Executive

Franklin, NH - USA

Monthly Salary: Not Disclosed

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Full-time

Description

40% Client/Policy Services

Provide customer service for commercial accounts based on company policy & procedures.
Performing regular account audits and complete quality audits.
Review financial statements work in progress reports accounts receivable and cash flow to
support underwriting submissions.
Handle client billing invoicing and payment follow-up.
Prepare coordinate and submit surety bond requests while proactively addressing underwriting questions.
Identify potential credit capacity or renewal concerns early and escalate appropriately when needed.

40% Teamwork/Relationships

Partner with Client Associates and Client Advisors to ensure service standards accuracy and timeliness are met.
Balance client advocacy with maintaining strong carrier credibility and relationships.
Work closely with producers to support surety placements renewals and account strategy.
Provide guidance and insight to producers regarding underwriting expectations deal structure and risk considerations.
Push back professionally when necessary to protect carrier relationships and long-term client outcomes.
Working well as an individual but also as part of the team always serving as a team player.
Treat assigned accounts as owned relationships not transactional or task-based work.
Exercise sound judgment on when to involve the Surety Practice Leader versus handling matters autonomously.
Manage workload distribution across team members.

10% Work Ethic

Following procedure while constantly being on the lookout for areas of improvement.
Taking initiative to work with management to implement appropriate changes.
Using strong organizational and time management skills in order to maintain efficiency.
Coordinate workflows without direct people-management responsibility.
Ensure compliance with internal procedures and client service standards.
Manage deadlines renewals and follow-ups independently with minimal escalation.

10% Determination

Assisting with training of new team members.
Presenting a professional appearance and demeanor.
Displays commitment and initiative to meet department and agency education goals as set forth in the organizations education program.

Requirements

Education and/or Experience

At least five years related insurance experience and/or training preferably handling multi-line

large commercial accounts; or equivalent combination of education and experience.

Certifications

Must hold applicable state insurance license or have the ability to obtain such within 90 days of

employment. Must be able to obtain insurance designations as set forth by the organizations

education plan.

Required Experience:

Full-timeDescription40% Client/Policy ServicesProvide customer service for commercial accounts based on company policy & procedures.Performing regular account audits and complete quality audits.Review financial statements work in progress reports accounts receivable and cash flow tosupport underwrit...