Account Manager, Surety

AON PLC; Town of Colonie (NY); On-site; USD 60,000 - 98,000; Full time

Benefits offered by this job

PTO and paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP, an Aon company, seeks an Account Manager, Surety to service client accounts under the guidance of Client Executives and fellow Account Managers. The role involves day-to-day client servicing, preparing materials for presentations, and handling surety bonds including bid, performance and payment bonds.

The position emphasizes professional communication and independent yet collaborative work. Candidates should have more than 3 years in client service or insurance, hold or be working toward a

Qualifications

• 3+ years of client service and/or industry experience in insurance or commercial lines.
• P&C license required or in process.
• Experience with CRM systems; EPIC preferred.
• Strong written and verbal communication and organization.

Responsibilities

• Develop relationships with carrier and client contacts.
• Prepare and send RFPs to surety carriers; compile results.
• Lead review of carrier documents with the Client Executive.
• Create and maintain client files in the agency system.
• Answer billing questions with support from Accounting when needed.

Skills

Verbal and written communication

Organizational skills

CRM experience

Microsoft Office

Team collaboration

Education

3+ years client service/insurance

P&C license preferred

Surety experience optional

Tools

EPIC

CRM software

Job 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 required 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.

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