Surety Account Manager Lead

Alliant Insurance Services is one of the nation's largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.

More information is available on the company's website at: www.alliant.com.

SUMMARY

Responsible for providing daily account support services for existing/assigned surety bond clients, soliciting of new business on existing accounts, and support of Producer-led new business efforts.

ESSENTIAL DUTIES AND RESPONSIBILITIES• Prepares various types of bonds, including but not limited to bid, contract, miscellaneous and court bonds;• Prepares consents of surety, riders, bond-ability letters and other documents requested by clients;• Prepares indemnity agreements and bond applications;• Manages accurate electronic bond files in SurePath;• Generates bond reports from SurePath as needed by clients;• Handles countersignature requirements;• Coordinates receipt of underwriting information as requested by surety;• Confirms that bonds are issued in compliance with surety lines of authority; • Assists in obtaining surety approval of bonds outside of / in excess of surety lines of authority;• Supports Producer in developing new surety business opportunities for existing clients and prospects;• Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;• Provides technical guidance to staff assisting with client needs or procedural issues;• Notifies brokers of pertinent information related to client retention;• Meets with clients as needed or directed by Producer;• Collection of fees, reconciliation and resolution of any outstanding balances within 90 days of invoicing date;• Complies with agency management system data standards and data integrity (enters complete and accurate information);• Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

Bachelor's degree or equivalent combination of education and experience

Six (6) or more years related work experience

Proven working knowledge of surety

Maintains a Notary Public designation

Maintains Power of Attorney appointments with surety companies

Valid insurance license required

Must continue to meet Continuing Education requirements for license renewal

SKILLS

Excellent verbal and written communication skills

Good leadership, problem solving, and time management skills

Advanced analytical skills

Good customer service skills, including telephone and listening skills

Good planning, organizational, and prioritization skills

Ability and motivation to work independently

Ability to work within team and to foster teamwork

Proficient in Microsoft Office products

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We are proud to provide comprehensive, high quality employee programs to meet employees' needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.

For immediate consideration for this position, please click on the "Apply Now" button.

Alliant Insurance Services, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, age, religion, gender, sexual orientation, gender identity, national origin, disability, protected veteran status or any other protected status.

If you are applying for a job and need a reasonable accommodation for any part of the employment process, please call our Career Center at 1-877-901-9473 and let us know the nature of your request and contact information.

For more information on Alliant Insurance Service's benefits, click here.

Other details

• Pay Type Salary
• Min Hiring Rate $90,000.00
• Max Hiring Rate $100,000.00

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