Surety Assistant Account Manager
4 weeks ago
Job Summary
We are seeking a skilled Surety Assistant Account Manager to join our team at Alliant Insurance Services. As a key member of our commercial lines team, you will be responsible for servicing assigned accounts, including set-up, bonding, renewals, and general questions.
Key Responsibilities
- Assist with performing reviews on bonding requirements and determining proper coverage and identifying possible deficiencies;
- Obtain all pertinent underwriting information, including financials needed to maintain principals bond program;
- Partner with Account Managers and Brokers in marketing and placement of risks;
- Update and maintain all manuals, powers of attorneys, etc.;
- Process renewals, new bonds, and follow up on bond exonerations;
- Perform a variety of commercial lines and accounting duties in support of department and agency;
- Serve as a technical expert and trainer;
- Assist other team members in resolving complex issues;
- Collect fees, reconcile and resolve any outstanding balances within 90 days of invoicing date;
- Comply with agency management system data standards and data integrity (enter and maintain complete and accurate information);
Requirements
- 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;
- 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;
About Alliant Insurance Services
Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service.
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