Account Manager Lead - Surety

SUMMARY Responsible for providing daily account support services for existing/assigned surety bond clients, soliciting of new business on existing accounts, and support of Producer-led new business efforts.   ESSENTIAL DUTIES AND RESPONSIBILITIES •    Prepares various types of bonds, including but not limited to bid, contract, miscellaneous and court bonds; •    Prepares consents of surety, riders, bond-ability letters and other documents requested by clients; •    Prepares indemnity agreements and bond applications; •    Manages accurate electronic bond files in SurePath; •    Generates bond reports from SurePath as needed by clients; •    Handles countersignature requirements; •    Coordinates receipt of underwriting information as requested by surety; •    Confirms that bonds are issued in compliance with surety lines of authority;  •    Assists in obtaining surety approval of bonds outside of / in excess of surety lines of authority; •    Supports Producer in developing new surety business opportunities for existing clients and prospects; •    Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections; •    Provides technical guidance to staff assisting with client needs or procedural issues; •    Notifies brokers of pertinent information related to client retention; •    Meets with clients as needed or directed by Producer; •    Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date; •    Complies with agency management system data standards and data integrity (enters complete and accurate information); •    Other duties as assigned.   QUALIFICATIONSEDUCATION / EXPERIENCE Bachelor’s degree or equivalent combination of education and experience  Six (6) or more years related work experience Proven working knowledge of surety Maintains a Notary Public designation Maintains Power of Attorney appointments with surety companies Valid insurance license required Must continue to meet Continuing Education requirements for license renewal   SKILLS Excellent verbal and written communication skills Good leadership, problem solving, and time management skills Advanced analytical skills Good customer service skills, including telephone and listening skills Good planning, organizational, and prioritization skills Ability and motivation to work independently Ability to work within team and to foster teamwork Proficient in Microsoft Office products      #LI-RF1

Salary : $110,000 - $130,000