Client Manager - Surety

Essential Duties and Responsibilities:

• Has day-to-day surety account management responsibilities including taking bond requests, communicating with client and market to obtain approvals, assembling information needed, and obtaining approval and issuing and executing bonds or renewals.
• Responsible for bond execution and resulting billing, accounting, and collections.
• Manages the client service cycle and monitors timeframes of stewardship plan and renewal deadlines.
• Participates in surety quarterly and annual meetings when available in presence of Client Executive.
• Keeps informed of all new sales & surety market programs. Attends company-sponsored seminars and educational activities necessary to maintain product knowledge and underwriting expertise.
• Maintains client electronic files & uses EPIC & Surpath systems to perform all transactions.
• Participates in any special projects at management's request.
• Ensures legislative, regulatory and technical developments are appropriately communicated to clients.
• Complies with all legal and regulatory requirements.

Additional Job Duties:

• Participate in any special projects at management’s request.
• Additional job duties as assigned.

Minimum Qualifications Required to Successfully Performing the Essential Job Duties:

• College degree or equivalent work experience.
• 3 – 5 years of experience, with a high level of dependability, handling large accounts.
• Experience with Epic and Surpath (strongly preferred).
• Must possess strong interpersonal skills in written and verbal communication, planning and analysis.
• Intermediate to Advanced knowledge and skills of Microsoft office suite such as Word, Excel, and PowerPoint.
• Ability to accurately perform advanced mathematical calculations.
• Intermediate to Advanced knowledge and skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.
• Above average to excellent speaking and writing skills to effectively communicate with customers and insurance companies.

Other Qualifications: 

• Retains and develops accounts by maintaining highest level of client service & communication.
• Develops thorough understanding of client businesses, their policies, practices, and industries and their Surety programs.
• Develops thorough understanding of surety markets, preferences, underwriting requirements, and practices.
• Understands and guides clients through the initial surety underwriting process & submission to the marketplace.
• Assesses client needs and questions and reviews options with clients, making sound recommendations on a day-to-day basis.
• Manages the client cycle and monitor timeframes and bond/program deadlines.
• Periodically reviews documents for accuracy prior to customer delivery.
• Regularly ensures that all bonds are closed, updated, and filed on a timely basis.
• Occasionally engages in assigned projects.
• Maintains appropriate licenses.
• Recognized as a knowledgeable resource in their field.

Additional Behaviors and Motivations:

• Empathy – must have the ability to empathize with clients, team members, and direct reports.
• The Ability To Forecast – must be able to understand how your individual results impact the company and contribute to overall success.
• Active Listening Skills –The ability to truly understand your clients’ needs so they see that you know what is most important to them; additionally, the ability to “listen between the lines” will lead to cross-selling opportunities for the firm.
• Emotional Intelligence – You need it to overcome objections with potential clients.
• Adaptability – You know how to adapt your style to your audience for the best results.
• Enthusiasm – You show intense and eager enjoyment and interest in your clients and others.
• Leadership – You inspire teammates to follow you.
• Entrepreneurial Spirit – You are inspired to perform well by an ability to drive new ventures within the business.
• Self-Starter – You are inspired to perform without outside help.

RCM&D is an Equal Opportunity Employer (minorities, women, veterans & people with disabilities). If you require assistance with the application process, please email rcmd.careers@rcmd.com.