The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Manage day-to-day needs for clients, including bond requests, billing issues, bond reports
- Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters
- Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities
- Communicates with underwriters on status of account or individual bond approvals
- Issues original bonds as needed
- Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects
- Gather information from prospective clients, completing high level bond reviews and assisting in the resolve of carrier and client accounting, billing and collections issues
- Demonstrate ability to effectively communicate with internal and external clients/peers/sureties
- Support other surety staff as needed or assigned
- Attend client meetings as required