What are the responsibilities and job description for the Account Manager position at Summit Surety Insurance Services, Inc.?
Company Description
We are a surety bond only agency focused on serving the needs of small to middle market clients with surety bond solutions.
Role Description
This is a full-time hybrid role for an Account Manager, located in Sacramento, CA, with flexibility to work from home on occasion. The Account Manager will be responsible for managing client accounts, building and maintaining strong client relationships, ensuring client satisfaction, and addressing customer inquiries. Day-to-day tasks include preparing quotes, processing account updates, collaborating with internal teams to meet client needs, and resolving issues promptly. The role will require active communication and coordination with clients, underwriters, and other stakeholders to deliver solutions tailored to client needs.
Qualifications
- Client Relationship Management and Account Management experience
- Strong Verbal and Written Communication skills
- Organizational, Time Management, and Problem-Solving skills
- Proficiency in using CRM software, Microsoft Office Suite, and other relevant tools
- Ability to collaborate effectively with team members and work in a hybrid environment
- Prior experience in the insurance or surety industry is beneficial but not required
- Bachelor’s degree in Business Administration, Marketing, or related field, preferred but not mandatory