Surety Account Manager

4 days ago


United PA, United States Risk Strategies Full time

At Risk Strategies, we are seeking a driven professional with experience in customer service and insurance or surety account management to join our team. The Surety Account Manager responsibilities include collaboration with teammates, engaging directly with our current client base in support of a book of business, analyzing clients, reviewing and collecting client information for placement with our surety companies, building sustainable relationships, and providing engaging customer service. The Account Manager represents the company's brand and supports our existing customer base in serving and renewing our commercial bond book within JW Surety.

In this role, you will:
  • Promote the company's brand.
  • Analyze clients' needs to develop submission, quote, and policy documents.
  • Maintain relationships with important clients by understanding their needs and working with support to ensure they're met.
  • Maintain procedures for producing accurate and detailed files through our Agency Managements and internal systems.
  • Submit business to Surety Underwriters based on eligibility.
  • Work with Sales Associates directly to ensure proper handling of the book of business.
  • Renege business according to standard operating procedures.
  • Invoice and maintain follow-ups for payment, supported by associate account management team.
  • Assure payments are made on time by clients.
Expertise we desire:
  • Results-oriented with a competitive spirit for winning.
  • Ability to multi-task while having strong attention to detail.
  • Strong organizational skills with professional customer service focus.
  • Strong drive and work ethic, willingness to complete tasks as needed while working within time constraints in a fast-paced environment.
  • Excellent communication, interpersonal, and customer service skills.
  • Self-starting personality with ability to prioritize and manage multiple responsibilities simultaneously.
  • Strong analytical, organizational, and creative thinking skills.
Experience Preferences and Requirements:
  • 2+ years in Account Management or Insurance and Surety Sales.
  • Strong experience with Microsoft Office (Excel, Word).
  • An Associate's degree or higher, preferred.
  • AMS360 background, preferred.


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