Philadelphia, PA, 19133, USA
21 days ago
Senior Surety Client Manager
**Description** The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. **The Role** **Essential Duties and Responsibilities:** + Manage day-to-day needs for clients, including bond requests, billing issues, bond reports + Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters + Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities + Communicates with underwriters on status of account or individual bond approvals + Issues original bonds as needed + Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects + Gather information from prospective clients, completing high level bond reviews and assisting in the resolve of carrier and client accounting, billing and collections issues + Demonstrate ability to effectively communicate with internal and external clients/peers/sureties + Support other surety staff as needed or assigned + Attend client meetings as required **Qualifications** **The Requirements** **Knowledge, Skills and Experience:** + P&C licensed + Minimum – 5-7 years of relevant working experience in a Surety environment + Insurance related and other professional designations highly desirable + Possesses effective verbal and written communication skills + Possesses excellent interpersonal skills + Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities + Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment + Strong decision-making capabilities + Must be results oriented + Ability to provide superior customer service to the client and the sureties + Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines + Ability to learn and utilize EPIC + Willingness to participate in surety industry events + Independently carry out specific assignments and tasks EOE, including disability/vets
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