What are the responsibilities and job description for the Surety Account Manager, Commercial Lines position at AssuredPartners?
Overview
The Surety Account Representative is responsible for working with Surety Account Executives and team to execute bid, performance, payments and other bonds. The Surety Account Representative also creates and maintains relationships with all surety clients and underwriters, services and invoices their contract and miscellaneous needs, and obtains current financial and other pertinent information for the surety company.
The Ideal Candidate
What You'll Do
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
The Surety Account Representative is responsible for working with Surety Account Executives and team to execute bid, performance, payments and other bonds. The Surety Account Representative also creates and maintains relationships with all surety clients and underwriters, services and invoices their contract and miscellaneous needs, and obtains current financial and other pertinent information for the surety company.
The Ideal Candidate
- You enjoy problem solving with great, customer-service minded solutions
- Teamwork is part of your DNA and you have great communication skills (verbal & written)
- You’re analytical at heart and can see the both the big picture and the minute details when working with clients and other team members
What You'll Do
- Assists Account Executive to executes all bid, performance, payment, and miscellaneous bonds in a timely manner which is consistent with state and federal law, company policies and procedures.
- Manages renewal of all miscellaneous surety bonds and contract surety bonds.
- Invoices all bonds and mediates billing disputes. Collects premiums that remain unpaid for more than 60 days.
- Keeps all information pertaining to financial year end statements, interim statements, bank lines of credit, insurance certificates, and personal financial statements for owners up-to-date.
- Keeps all information pertaining to financial year end statements, interim statements, bank lines of credit.
- Handles all general correspondence and maintain a working relationship with clients and underwriters.
- Executes indemnity agreements.
- Works with Surety Account Executives to develop company-wide surety procedures and establish practical surety policies.
- Follows company procedures with respect to all essential duties and responsibilities of the job.
- Provides sales support at the direction of the Producer. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business.
- Travel is expected to be 10-25% in this role.
To help you make the best decision for your personal growth, it’s important to us to share a glimpse of what we offer our top asset, our people:
- Competitive base salary of $70,000-$85,000
- Generous 30 Days Comprehensive Paid Time Off Package inclusive of Paid Time Off, 10 Company Holidays, 2 Floating Holidays, 5 Sick Days, and 2 Volunteer Days
- Health benefit options with you in mind; 5 affordable medical plan options with rates based on your salary, company paid HSA contribution with eligible HSA plan selection, 2 dental plan options offering orthodontia coverage and 3 cleanings per year, and 2 vision plan options
- Company match 401(k) plan – 50% up to 6%!
- Support of your fitness wellness goals! We offer up to 75% off at over 11,000 gyms and fitness centers
- Opportunity to prioritize your mental health with 24/7 access to licensed therapists
- Pet benefits & discounts
- Access to our Employee-led Resource Groups (ERGs) that lend a voice to the variety of demographics represented throughout AssuredPartners
- Advanced degree from college or technical school; or 2-5 years of related experience and/or training; or equivalent combination of education and experience
- Property and Casualty License
- Tech savvy; ability to navigate multiple systems including Agency Management Software
- Intermediate skills in Microsoft Office products
- Notary Public designation (preferred but not required)
AssuredPartners is passionate about fueling our clients’ innovation and growth. That makes us the perfect place for creative, dynamic people who want to grow their career while helping businesses, families and people thrive.
We’re proud to be the fastest-growing independent insurance broker in America, but we’re even prouder of the honest, caring relationships that our employees build with our clients every day.
Working with us will give you the opportunity to do work that matters while you learn with us, advance with us, and most importantly, grow with us.
AssuredPartners is committed to embracing diversity, equity and inclusion to create a workplace that welcomes and thrives on the unique experiences, perspectives and contributions of all team members. AssuredPartners is bringing the best people and most diverse talent forward to drive growth, innovate and think bigger!
Salary : $70,000 - $85,000
