What are the responsibilities and job description for the Surety Client Manager – Surety Department position at The Fedeli Group?
Provide assistance to producers and account executives in servicing new and renewal construction bonding business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives and carrier/broker representatives to deliver a superior client service experience.
REPORTS TO
Senior Vice President – Construction and Surety Division
ESSENTIAL FUNCTIONS
- Processing requests from customers, which will include researching construction bid documents to determine bonding requirements, preparing bonds and record keeping.
- Ability to manage multiple tasks, prioritize work and service customer needs with a sense of urgency.
- Prepare all invoices for clients and assist with receivables.
- Adhere to all agency procedures and E&O guidelines.
- Maintain the integrity of all electronic files by documenting all activity, correspondence, phone calls, faxes, and request for changes, thank you cards, etc.
- Provide technical support to account executives and producers.
- Participate in special projects and other duties assigned.
COMPETENCIES
- Ethical Conduct
- Strategic Thinking
- Decision Making
- Communications Proficiency
- Presentation Skills
SUPERVISORY RESPONSIBILITY
None
WORK ENVIRONMENT
Flexibility for hybrid work schedule, once trained. This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; and taste or smell. The employee must occasionally lift or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
POSITION TYPE/EXPECTED HOURS OF WORK
Full Time Position – 40-hour work week
TRAVEL
Travel is minimal, although some out-of-area and overnight travel may be expected.
REQUIRED EDUCATION & EXPERIENCE
- High School diploma or GED
- Minimum of at least 5 years of experience in similar position
- Organized, demonstrated skills in effective written, listening and verbal communication
- Possess persuasive communication skills in dealing with clients and associates
- Accurate typing ability, attention to detail, and proficiency with Microsoft Office
- Strong computer skills
- Knowledge of construction bonding
PREFERRED EDUCATION & EXPERIENCE
- B.S. Degree
- Active Ohio P&C license
- Experience working in the surety field or an insurance agency
- Experience using Applied EPIC agency management system
- Advanced technical education in attainment of insurance related designations (CPCU, CIC, CISR, etc.)
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
