Service day to day client needs including, fielding phone calls, email, and other communication relative to coverage questions, policy changes, payments, cancellations, etc.
Review bond requests to verify for accuracy and request any additional supporting documents from insured.
Submit requests to surety company, produce bond in final form along with bid transmittal letter for insured.
Manage client relationship ensuring satisfaction
Create bond-ability letters for insureds as needed
Prepare performance/payment bonds in final form and return to client along with transmittal letter, certificates of insurance and premium invoice.
Manage relationships with underwriters to ensure positive results for clients, and negotiate coverage with underwriters
Responsible to set up and maintain electronic and paper client files.
Mentoring, collaboration, and training of Assistants Account Managers.
Other duties as assigned.

High School Diploma or equivalent
P & C Insurance Producer License Required
Some Surety Experience Preferred
Four or more years insurance brokerage or property casualty insurance experience in account management role strongly preferred
Exceptional customer service skills
Strong reading comprehension and analysis skills
Strong data entry skills
Strong written and oral communication skills
Strong organization and follow up skills
Ability to exercise independent judgment
Ability to effectively work in a team environment
Proficient in Word, Excel, internet utilization; Applied EPIC Agency Management System and ERLON experience preferred but not required

Account Manager – Surety

Key skills