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Account Manager

2 months ago

Watertown, United States Alera Group Full time

 

At Haylor, Freyer & Coon, An Alera Group Company, we believe that talented, caring people make all the difference. We are looking to add a dynamic, progressive Account Manager to our Bond team.

Alera offers an outstanding compensation package and a complete benefit package, highlighted by medical and life insurance, short and long-term disability, wellness programs, section 125 benefits, 401(K) retirement plan and credit for vacation time.


Client Service:

  • Handle client service request and all activities involved with Bond products
  • Be proactive and anticipate the needs of the client and the Risk Management Advisor while providing exceptional and distinctive service
  • Participate in special assignments as requested by management
  • Travel and participate in client meetings as needed
  • Help develop and train other team members as needed
  • Perform audits to review for quality of Bond Department processes and work standards

 

Technical:

  • Ability to read financial statements
  • Understanding of construction bid requirements and specifications
  • Maintain current knowledge & demonstrate efficient use of our client management systems resulting in compliance with minimum service level standards
  • Timely management of correspondence as required by department, including email and client document management system
  • Seize opportunities to further personal and professional development
  • Support team by building strong relationships and sharing knowledge and useful techniques

 

Marketing & Negotiating:

  • Build and maintain relationships with surety underwriters by creating a professional and complete submission
  • Maintain knowledge of markets and carrier appetites
  • Exhibit skills necessary to negotiate desirable outcomes by anticipating carrier perspective

 

Personal Attributes:

  • Strong verbal and written skills including the ability to present and express surety concepts to non-industry personnel in layman’s terms
  • Ability to shift focus and manage time in order to prioritize work load and to meet time sensitive deadlines
  • Lead by example

  • Bachelor’s degree preferred
  • 2-5 years’ experience in customer service field
  • Excellent verbal and written communication skills
  • Well versed in Microsoft Office products
  • Experience managing multiple data management systems

We're an equal-opportunity employer.  All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

 

 If you're a California resident, please read the California Consumer Privacy Act prior to applying.

 

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PandoLogic. Category:Customer Service, Keywords:Customer Service Account Manager, Location:WATERTOWN, NY-13603