The
Surety Bond Account Manager must possess an in-depth knowledge of bond
terminology, surety markets, and underwriting practices for the purpose of
giving sound advice to a wide range of clientele. The ideal candidate for this
position is reliable, self-motivated, detail-oriented, and highly organized
with the ability to prioritize.
- Provide superior customer service (clients and
surety companies) by maintaining relationships, managing expectations, and
professional communication that is friendly, timely and clear.
- Request from client and maintain up to date
information pertaining to financial year end statements, interim statements,
bank lines of credit, insurance certificates, work in progress reports and
personal financial statements.
- Set up and maintain files for all bond and
financial files in electronic forms.
- Participate in underwriter and/or client
meetings with producers, as requested.
- Prepare indemnity agreements/applications and
follow up with client for timely receipt.
- Process bonds, invoices, incoming mail, email,
phone, and fax requests by using sound judgment of underwriting guidelines.
- Seek underwriter approval on bonds where lines
of authority are not in place or bond needs are outside of authority granted.
- Manages renewal of all miscellaneous surety
bonds and contract surety bonds.
- Help keep accounts receivable under 60 days.
Monitor this on a regular basis. Contact client for payment where necessary.
- Assist producer as directed.
Note: The information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
Benefits
TIS Insurance Services, Inc. offers medical, dental, and vision insurance, telemedicine access, mental health support, paid vacation and sick time, annual profit sharing (based on eligibility), 401k and 401k matching, life insurance, disability insurance, flexible spending accounts (including General Purpose, Dependent Care, Limited Purpose, and Premium Reimbursement), health and wellness program, and fitness discounts.