Assistant Account Manager- Surety Insurance

• SUMMARYResponsible for servicing assigned accounts including set-up, bonding, renewals and general questions.
• Assists with performing reviews on bonding requirements and determines proper coverage and identify possible deficiencies;
• Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program;
• Partners with Account Managers and Brokers in marketing and placement of risks;
• Updates and maintains all manuals, powers of attorneys, etc.;
• Processes renewals, new bonds, and follows up on bond exonerations;
• Performs a variety of commercial lines and accounting duties in support of department and agency;
• Serves as a technical expert and trainer;
• Assists other team members in resolving complex issues;
• 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 and maintains complete and accurate information);
• Other duties as assigned.
• Associate's Degree or equivalent combination of education and experience
• Four (4) or more years of related work experience
• Familiar with rating and underwriting guidelines
• Valid Insurance License
• Must continue to meet Continuing Education requirements for license renewal
• 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

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