Surety Assistant Account Manager

4 weeks ago


Honolulu, Hawaii, United States Alliant Insurance Services Full time

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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