Account Manager - Bonds

Description

Summary

The Bonds Account Manager services clients by handling new business installations, renewals and the service needs of clients by performing the following duties.

Essential Duties And Responsibilities

• Places client calls & provides correspondence
• Oversees billing for all AB policies & collection along with producer
• Manages renewals
• Prepares submissions
• Provides correspondence with carriers and customers for premium bearing change requests/endorsements
• Addresses and receive non renewals with producers/clients
• Premium bearing audits and large audit increase correspondence with insured/producer
• Manages ImageRight documentation and file labeling upkeep
• The Bonds Manager performs other related duties and tasks as necessary or as assigned.
  
  

Requirements

• Experience in Bonds
• Must have a High School diploma or equivalent. College degree preferred.
• Active Property and Casualty Insurance License.
• Minimum 4 years of insurance experience.
• Proficiency in Microsoft Windows, Office 365, Word, and Excel.
• Must have Agency Management System Experience. AMS360, EPIC and ImageRight experience preferred.
• Self-motivated and able to handle multiple tasks with minimal guidance in order to meet deadlines.
• Excellent oral and written communication skills to articulate key information.
• Initiative and willingness to take on additional responsibilities.
• High emphasis on teamwork, collaboration, data analysis, and process innovation.
• Self-starter and work with direction and taking ownership of areas of responsibility.
• Detail-oriented.
  
  

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Benefits

• Health, dental, and vision benefits package
• Flexible Spending Account and 401k Plan with matching
• Life Insurance, Short & Long Term Disability, Accident, Critical Illness, etc.
• Generous PTO package
  
  

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.

https://mandatoryview.com/productview