Account Manager, Surety

NFP Corp; City of Albany (NY); On-site; USD 60,000 - 98,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Exclusive discount programs

Job summary

NFP Corporation in New York's Albany area is seeking an Account Manager, Surety to service a defined portfolio of client accounts, primarily in surety. You will work with Client Executives and other Account Managers to handle daily client needs, issue bonds (bid, performance, payment), and prepare materials for presentations and communications.

You will build relationships with clients and carriers, review source documents for accuracy, maintain client files in the agency system, and assist with

Qualifications

• 3+ years of client service or industry and commercial or Personal lines product experience.
• Surety experience ideal, not required - will train as long as currently P&C licensed.

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.
• Creates and maintains client files in accordance with office procedures.
• May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.

Skills

Verbal communication

Written communication

Organization

Independent decision-making

CRM experience

MS Office (Word/Excel/Outlook)

Teamwork

Customer service

Tools

EPIC CRM

Job description

Posting Description

Account Manager, Surety

Who We Are:

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.

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs
• and more.

NFP and You... Better Together!

NFP is an inclusive Equal Employment Opportunity employer.

#LI-NG1

2584905