Surety Account Manager

Surety Account Manager
FLSA Non-Exempt

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.

Benefits

Health and welfare

Tuition assistance

401K

Employee assistance program

Career mobility

Employee network groups

Volunteer opportunities

Other programs

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