Surety Assistant Account Manager - Commercial Insurance

SUMMARY

Responsible for servicing assigned accounts including set-up, bonding, renewals and general questions.  

ESSENTIAL DUTIES AND RESPONSIBILITIES

•    Assists with performing reviews on bonding requirements and determines proper      coverage and identify possible deficiencies;
•    Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program;
•    Partners with Account Managers and Brokers in marketing and placement of risks;
•    Updates and maintains all manuals, powers of attorneys, etc.;
•    Processes renewals, new bonds, and follows up on bond exonerations;
•    Performs a variety of commercial lines and accounting duties in support of department and agency;
•    Serves as a technical expert and trainer;
•    Assists other team members in resolving complex issues;
•    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;
•    Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
•    Performa all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the company operates;
•    Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Associate degree or equivalent combination of education and experience
Four (4) or more years related work experience
Must possess a valid Insurance license
Familiar with rating and underwriting guidelines

SKILLS

Excellent verbal and written communication skills
Good leadership, problem solving and time management skills
Advanced analytical skills
Good planning, organizational and prioritization skills
Ability and motivation to work independently
Proficient in Microsoft Office products

#LI-PT1