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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: - 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: -
        • 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

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