Assistant Account Manager – Surety

Role Overview

• Assisting Account Managers, Senior Account Managers and Producers with the servicing of assigned accounts
• Participates in the renewal preparation process, including generating renewal updates on accounts
• Review bond requests to verify for accuracy
• Provides quality customer service to clients, team members, and carriers
• Maintains an accurate suspense system on all items that require a response
• Fields phone calls from insureds regarding questions about their coverage, changes, additions, payments, cancellations etc.
• Responsible for scanning communications and documents
• Input/maintain data on account management system and ancillary systems as required
• Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts

Requirements

• High School Diploma or equivalent
• P & C Insurance Producer License Required
• Two or more years of office experience strongly preferred
• Exceptional customer service skills
• Excellent organizational, interpersonal, communication skills
• Proven ability of working in a successful team environment
• Strong data entry skills
• Proficient in Microsoft Word, Excel, Outlook, and internet utilization
• Applied Agency Management System experience preferred but not required

Benefits

• health/dental/vision/life/disability insurance
• FSA
• HSA
• 401(k) accounts
• paid-time-off benefits
• eligible bonuses
• equity and commissions for some positions