Account Manager, Surety

NFP, an Aon company; Town of Pittsford (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

Job summary

NFP, an Aon company, is seeking an Account Manager, Surety, to service a defined client base under the supervision of Client Executives. You will handle day-to-day client needs, prepare surety bond transactions including bid, performance and payment bonds, and collaborate with senior staff to ensure high-quality service.

You will build relationships with clients and carriers, maintain files, and support the Account Management Team as needed.

Qualifications

• Requires 3+ years client service experience; Surety experience is a plus but not required.
• Must be licensed in P&C; training available for license holders.
• CRM fluency preferred; EPIC experience is a plus.

Responsibilities

• Develop relationships with carrier and client contacts.
• Prepare and send RFPs to surety carriers; track results.
• Review carrier documents with Client Executive and communicate with clients/carriers.
• Create and maintain client files in the agency system.
• Assist with billing questions with Accounting when needed.

Skills

Highly organized

Excellent verbal and written comms

Independent decision making

People skills

Customer-focused

MS Office (Word, Excel, Outlook)

Multi-tasking

Education

3+ years client service experience

Tools

EPIC CRM

Job description

Posting Description

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.

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.
• 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.

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.

NFP is an inclusive Equal Employment Opportunity employer.