What are the responsibilities and job description for the Sr. Surety Client Service Specialist position at Via Benefits?
- 202501664
- Hartford, Connecticut, United States
- Miami, Florida, United States
- Atlanta, Georgia, United States
- Short Hills, New Jersey, United States
- Charlotte, North Carolina, United States
- Philadelphia, Pennsylvania, United States
- Full time
- Closing on: May 31 2025
Description
The Senior 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
The Requirements
- P&C licensed
- Minimum – 5-7 years of relevant working experience in a Surety environment
- Insurance related and other professional designations highly desirable
- Possesses effective verbal and written communication skills
- Possesses excellent interpersonal skills
- Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities
- Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment
- Strong decision-making capabilities
- Must be results oriented
- Ability to provide superior customer service to the client and the sureties
- Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
- Ability to learn and utilize EPIC
- Willingness to participate in surety industry events
- Independently carry out specific assignments and tasks
