Surety Sr. Account Manager

Company: NFP Corp
Location: Glendale
Posted on: May 14, 2022

Job Description:

Who We AreWe're NFP, a five-time Best Places to Work award winner in Business Insurance for 2017, 2018, 2019, 2020 and 2021. We are also recognized as an Elite 2018 Agency award winner named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business -is -personal. Our personal commitment to our team and our clients have created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: -https://www.nfp.com/The Role:Provide clients with expertise in the field of Surety insurance along with a quality of service that maintains long-term relationships. - Maintain and develop existing and new customers through appropriate propositions, ethical sales methods, and relevant internal liaison to optimize quality of service, business growth, and customer satisfaction. - Support and maintain the Surety Department, including staff and production.ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to execute each essential duty satisfactorily.

• Maintaining and reporting bond numbers for numerous agency codes
• Help accounting with any bond related issues
• Scan and keep all state bond templates updated in the system
• Notarization
• Prepare and pack new bonds to be mailed
• Prepare quotes for prospective clients
• Prepare collateral and/or financial agreements, invoices.
• Process Surety Bond Applications for credit review
• Pull credit reports as needed
• Set up accounts in EPIC
• Send credit to appropriate parties
• Issue bonds, riders, handle association service work on client account
• Report issued bonds to carriers reporting systems
• Assist clients with payments
• Handle renewal information as needed by carrier
• Assist Producers with client needs
• Work with various brokers as point of contact for service and issue/bind requestsKNOWLEDGE, SKILLS, AND/OR ABILITIES: -
  • Good written and verbal communication skills
  • Self-confident to make sound independent decisions
  • Ability to successfully interact with a variety of people
  • Competent skills with Adobe Acrobat and Microsoft Office
  • Experience with EPIC and Applied is desired
  • Must be able to read, analyze and reconcile financial reports.
  • Possess good analytical and problem solving skills
  • Good conflict-resolution skills under pressure
  • Attention to details
  • May be required to work overtime as necessary -SUPERVISORY RESPONSIBILITIES: -
    • None -EDUCATION AND/OR EXPERIENCE: -
      • High School graduate or general education degree (GED), college preferred
      • Previous P&C insurance office experience desiredCERTIFICATES, LICENSES, REGISTRATION: - -
        • P&C Insurance License preferred -PHYSICAL DEMAND: - 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. - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
          • Ability to sit at a desk or computer for long periods of time
          • Must be able to lift and carry up to 10 poundsWORKING CONDITIONS: - Climate controlled open office environment.NOTE: - The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. - It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.

Keywords: NFP Corp, Glendale , Surety Sr. Account Manager, Executive , Glendale, Arizona