Surety Bond Account Manager
2 days ago
We are seeking a highly skilled and motivated Surety Bond professional to join our team. As a Surety Bond Account Manager, you will be responsible for supporting our production team in the production and service of new and existing accounts.
Key Responsibilities- Support surety bond producers, account executives, and senior account managers in day-to-day operations and client interactions.
- Maintain proper levels of communication and build effective relationships with clients and companies.
- Assist in gathering and organizing client information for bond requests.
- Assist with billing on renewals and handle receivables.
- Learn to evaluate financial statements to assess client creditworthiness.
- Aid in the preparation of documentation for the underwriting process.
- Collaborate with cross-functional teams to ensure timely and accurate processing of bond requests.
- Provide administrative support, including maintaining client records and managing correspondence.
- Assist in monitoring bond portfolios and preparing status reports.
- Stay updated on industry regulations, guidelines, and market trends.
- Have an understanding of surety bond products and services.
- Participate in training programs to enhance knowledge and skills in surety bond management.
- 3+ years of previous surety bond experience.
- High school diploma or equivalent, some insurance courses preferred.
- Proficient in various programs, including Microsoft Word, Excel, Outlook, and PowerPoint.
- Excellent communication and interpersonal abilities.
- Strong organizational skills in prioritizing work, multi-tasking, and consistently meeting deadlines.
- Results-oriented with a strong client service orientation and proactive in solving client needs with a sense of urgency in all client matters.
- Ability to work proficiently in a fast-paced environment.
- Detail-oriented with a high level of accuracy in work.
- Medical, dental, and vision insurance.
- 401(k) and company match program.
- Company-paid life and disability offerings.
- Employee stock purchase plan (ESPP).
- Generous paid time off (PTO) programs.
- Paid parental leave.
- Volunteer paid time off (VTO).
- Career mobility.
- Pet insurance.
- Employee resource groups (ERGs).
- Continuing education and training opportunities.
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