Surety Account Manager: Client Relations

Aon plc

City of Albany (NY)

On-site

USD 60,000 - 98,000

Full time

14 days+

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Benefits offered by this job

401(k) with match
PTO & paid holidays
Health & wellness programs
Exclusive discount programs

Job summary

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.

Responsibilities

  • 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.

Skills

Verbal communication
Written communication
Organization
Customer service
CRM systems
MS Office (Word/Excel/Outlook)
Multitasking
Problem solving

Education

P&C Insurance License

Tools

EPIC

Job description

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.

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