10 surety account manager jobs found in New Brighton, MN

The Onboarding Administrative Specialist oversees employee onboarding and offboarding and provides ongoing administrative and systems support. This role ensures smooth, secure employee transitions while serving as a key member of the Administrative team, supporting daily operational needs. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Employee Onboarding (15-25%) Confirm shipping location, start time, and required equipment with hiring managers. Review Employee Notice information and follow up with managers regarding missing or incomplete details. Order required equipment through SSC and Amazon based on role requirements. Coordinate with SSC to schedule onboarding calls for IT and systems setup. Provide SSC with FedEx shipping labels and onboarding details. Request phone...

Perform all levels of accounts payable and accounts receivable duties to include, but not limited to: coding, data entry, checking, balancing, and reconciling accounts. Investigating and resolving discrepancies, maintain vendor files and generate reports. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Review and process all invoices.  Code, calculate and verify invoice accuracy, discounts and approvals. Investigate and resolve discrepancies. Prepare and issue payments. Follow up as needed to expedite payment. (40-45%) Receive and record payments, research and resolve discrepancies and prepare bank deposits. Reconcile accounts receivable ledger to ensure all payments are accounted for and properly posted. Maintain vendor files and generate reports. Follow-up on past due accounts....

Purpose of Job Plays a critical role in safeguarding agency retention by proactively managing policy expirations and renewals. Monitors expiration reports, identifies policies at risk of non-renewal, and collaborates with account managers to ensure timely renewals. Works closely with client service teams to resolve premium payment issues and communicates with producers regarding first-year policies at risk of cancellation. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Expiration Management & Renewal Facilitation ( 50 - 60 %) Monitor and analyze expiration reports to identify policies at risk of non-renewal. Partner with account managers to prioritize and facilitate timely renewals. Update Applied Epic to reflect accurate policy status upon expiration, renewal, or...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)   1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. 2. Perform annual account reviews for each assigned client (30-40%) 3. Work with existing clients to round accounts by identifying additional needs,...

Provides administrative support for the department/office. Assists with special projects as needed and provides backup to other office staff in their absence. May serve as liaison between perspective client, real estate agents, vendors, or other departments. May provide work direction to other clerical staff.  Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary.  Refer to your manager or human resources for specific duties and performance expectations. Answer phone, schedule appointments, provide information, greet customers, orient clients to office/department services and personnel, and respond to information requests. Enter data, maintain and monitor data files, create files and documents, produce reports, process and verify paperwork, prepare billings, process invoices, proof documents, prepare mailings, prepare packets and handle correspondence, may provide recordkeeping...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.   Job Duties and Responsibilities (Essential Job Functions) Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%) Support Sales team for new business. Research and answer calls and emails from clients, producers, carriers and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes, renewals, and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with Agency Producers and insurance company underwriters. Perform annual account reviews for each assigned client (30-40%) Work with existing clients to round accounts by identifying additional needs, providing...

Purpose of Job To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions) 1.  Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.            (30-40%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3.  Investigate, evaluate, and process personal lines claims in accordance...

To provide day-to-day service and support to new and existing clients such that objectives for profitability and growth are met. Job Duties and Responsibilities (Essential Job Functions)  1.  Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (75-80%) Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%) 3.  Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...