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Surety Account Manager

The Liberty Company Insurance Brokers, Inc. Novato, CA
  • Posted: over a month ago
  • $60,000 to $75,000 Yearly
  • Full-Time
  • Benefits: life_insurance, medical, vision, 401k, dental
Job Description

 

Essential Duties and Responsibilities:

·         Manage specific accounts/ Answer client questions as needed

·         Keep files current; Request updated financials and insurance documents;

·         Analyze financials and submit to Surety underwriter

·         Meet with Clients as needed, under direction of senior team members

·         Review bid & bond requests and submit to underwriter for approval if required

·         Prepare Bid Bonds

·         Prepare Final Bonds

·         Prepare Prequalification letters

·         Provide bond estimates

·         Calculate premiums

·         Enter in bond info into AMS and send out agency billing

Experience /credentials required:

·         Customer Service experience

·         College degree or equivalent work experience

·         Valid Property & Casualty Insurance license or ability to get one within 2-3 months of start

·         Proficient in Microsoft office suite

·         Knowledge of AMS a plus

·         Excellent/professional Communications skills – Oral and written

·         Good Time Management skills and problem solving

·         Team player

 

Company Description
The Liberty Company is an independently owned insurance broker and we have been handling the insurance needs of businesses, non-profits, individuals and families, for over 30 years. We are committed to employing motivated professionals that want to be part of an exciting, dynamic team and we strongly support the professional and personal development of all of our employees.

The Liberty Company Insurance Brokers, Inc.

The Liberty Company is an independently owned insurance broker and we have been handling the insurance needs of businesses, non-profits, individuals and families, for over 30 years. We are committed to employing motivated professionals that want to be part of an exciting, dynamic team and we strongly support the professional and personal development of all of our employees.

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