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Surety Account Manager Level II-Westfield, NJ
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Services clients as assigned, in accordance with
Agency guidelines, provide a high level of service and insurance advice to all
clients. Develop, build and maintain a strong business relationship with both
clients and carriers. Demonstrate integrity in all dealings with clients,
carriers and internal staff. Achieves agency objectives for account
development, retention and placement of business.
Essential Duties and
Run Dun & Bradstreet reports requested from client or part of
new business criteria (ability to provide brief write up/analysis on
Assist with new business write up, client contact and market place
Analyze surety financial ratios (ability to recommend/suggest
Obtain bond approvals from company underwriters exceeding the
client’s surety bond program
Attend client/surety meetings to establish or renew surety program
based on analyzed surety financial ratios/results
Attend surety company and/or association events
Assist with bond claims
Able to perform all duties of the technical assistant and account
manager Level 1 job descriptions as needed
performance in this position requires the ability to demonstrate the
& research required data; utilize knowledge & experience to process
Problem Solve: Display
ability to identify & resolve issues/challenges in a timely
manner; Gather & analyze data in order to provide alternate solution
as well as display ability to work well in group to provide resolution.
Interpersonal Skills: Display
ability to move to solve, maintain confidentiality; Remains open to others'
ideas and tries new things.
conduct is expected & required at all times.
Written Communication: Display
ability to write clearly and informatively; edit work for spelling and
grammar; Varies writing style to meet needs of client; Able to read and
interpret written information.
Teamwork: Display ability to
balance team and individual responsibilities; Exhibit objectivity and openness
to others' views; Provide & welcome feedback; Contribute to building a
positive team spirit; Display ability to help build morale & group
commitment to goals. Supportive of team efforts to success of team above own
Quality Management: Look
for ways to improve and promote quality; ability to demonstrate accuracy &
& plan work activities, Use time efficiently; plan for additional
to consistent punctuality for being at work & meetings on time.
ability to follow instruction, respond to management direction; Takes
responsibility for own actions; Keep commitments; Commitment to putting in
necessary time to reach and complete work goals. Complete tasks on
time or in absence plan and notify appropriate individual with alternate plan
in a timely manner.
Comprehensive Skills: Display
the ability to read & interpret documents such as contracts and
Reasoning Ability: Display
ability to apply common sense understanding to carry out instructions furnished
in written or verbal form. Display ability to deal with issues
involving multiple variables.
Business Acumen: Display
ability to calculate figures interest, commissions & percentages. Knowledge
of carrier on-line rating web sites.
to motivate team to consistently achieve quantitative and qualitative company
Education and/or Experience: Associate's
degree (A. A.) or equivalent from two-year College or technical school, Two
years related experience and/or training; or equivalent combination of
education and experience. Insurance License required
Computer Skills: Knowledge
of Applied Preferred Database software; Excel Spreadsheet software and Word
Registrations: Active P&C License