Surety Assistant Account Manager

Assistant Surety Account Manager Essential Duties & Responsibilities:
Documentation
Process documents necessary to maintain the Client Surety Program, utilizing agency management system. These duties include but are not limited to:
Generate invoices
Prepare bonds as required by clients
Prepare related documents as required by clients
Obtain bid results
Assist Account Executives with various documents
Coordinate delivery of documents to clients
Attend in-house meetings and occasional client meetings
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
Perform tasks assigned
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
Other duties as requested by members of Service Team
Provides guidance / quality check for other's work
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Surety Program. These duties include but are not limited to:
Verify accuracy of bonds and invoices as necessary
Comprehend bond requirements
Communicate with surety companies as needed
Communicate with clients as needed
Demonstrated success in servicing multiple client requests under mentorship of Account Executives
Requirements:
Education: College Degree, preferred
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word
Willing to work overtime due to cyclical nature of business.