Account Manager, Surety

Aon plc; City of Albany (NY); Sur place; USD 60 000 - 98 000; Plein temps

Avantages offerts par ce poste

401(k) with match

PTO & paid holidays

Health & wellness programs

Exclusive discount programs

Résumé du poste

NFP, an Aon company, seeks an Account Manager for Surety to service client accounts and coordinate with Client Executives and teammates. You will handle day-to-day client needs, prepare surety-related materials, and support bond issuance across bid, performance, and payment processes.

-successfully manage client files, maintain communications, and collaborate with carriers to deliver timely, accurate services.

Qualifications

• Day-to-day client servicing for specified accounts.
• Prepare and send proposals to surety carriers; track results.
• Maintain client files and agency records in the AMS.

Responsabilités

• Develop relationships with carrier and client contacts.
• Collaborate with Client Executive on accuracy of source documents.
• Answer billing questions with support from Accounting as needed.
• Assist Account Management Team as assigned.

Connaissances

Verbal communication

Written communication

Organization

Customer service

CRM systems

MS Office (Word/Excel/Outlook)

Multitasking

Problem solving

Formation

P&C Insurance License

Outils

EPIC

Description du poste

Account Manager, Surety

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.

Summary:

The Account Manager is responsible for working with Client Executives and other Account Managers to service client accounts. The position requires day-to-day client servicing for a specific set of clients and entails a great deal of verbal, electronic and other written communications. You will manage the day-to-day handling of each accounts needs, which include file maintenance, issuance of surety bonds, including, bid, performance & payment, maintenance, transactional and renewal, and prepare materials for presentations and communications, in collaboration with their more senior team members. Work is completed with a significant amount of independent discretion, but is collaborative in nature with other team members. While in this role, you will be developing relationships with clients and carrier contacts and working proactively to effectively and efficiently deliver services to clients. In addition to managing your own clients, you may also continue to support the Account Management Team as assigned.

Essential Duties and Responsibilities:

• Works proactively to develop relationships with carrier and client contacts.
• Prepare and send the request for proposals to applicable surety carriers and spreadsheets results as they come in.
• Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive. Begins to communicate directly with clients and carriers, with approval from the Client Executive.
• Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system.
• May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Knowledge, Skills, and/or Abilities:

• Highly organized with excellent verbal and written communication skills.
• Self-confident to make sound independent decisions.
• Ability to successfully interact with a variety of people and function well both in a team environment and autonomously.
• Ability to handle situations in a calm, courteous and professional manner.
• Customer-focused to establish and maintain effective relationships.
• Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook.
• Ability to prioritize multiple tasks to meet deadlines.
• Sharp attention to detail, decision-making skills, and problem resolution.
• Flexibility and adaptability to changing priorities, deadlines and technology.

Education and/or Experience:

• More than 3 years of client service and/or industry and commercial or Personal lines product experience.
• Surety experiences ideal, not required-will train as long as currently P&C licensed
• Fluency with CRMs. EPIC preferred

Certificates, Licenses, Registration:

P&C Insurance License required upon

What We Offer:

We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000.00 - $98,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.