Account Manager - Surety (East)

The Surety Specialist provides the highest level of customer service in servicing, supporting, and coordinating Client’s accounts.

• Services designated book of business as relating to providing bonds and services for our clients
   
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution. 
   
• Supports implementation of new bonds, collecting needed documentation, and reviewing obligation details with Client and Surety
   
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolution. 
   
• Process New and Renewal Billings along with AP and or RP billings accurately, as Needed 
   
• Protect the confidentiality of information learned by performing the duties of the position
   
• Processes needed documentation throughout the life of the bond
   
• Informs Client of any and all changes that may affect surety premiums
   
• Inputs Client information into data management system, ensuring accuracy and completeness
   
• Creates and sends compliance communications as needed
   
• Delegate invoicing to appropriate associate
   
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
   
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment
   
• Assists other associates as needed
   
• Performs other responsibilities and duties as needed

• Ability to Create and send compliance communications as needed
   
• Ability to Research industry trends and governmental regulations
   
• Understands the overall business, operations, and bond/surety needs of the clients; anticipates when and how to respond.
  develops and maintains dependable working relationships with carriers and other providers.
   
• Understands and keeps informed on bond/surety industry developments and all products available.
   
• Has demonstrated the ability to build and Maintain effective relationships with clients to provide the best possible service on a timely basis. 
   
• Self direct and performs at a high level 
   
• Demonstrates critical thinking skills with the ability to identify and evaluate data 
   
• Demonstrates Decision making skills by evaluating options accurately and establish priorities