Position Description
Surety Account Manager
Job Duties/Responsibilities:
- - Prepare all bond documents in a thorough and accurate manner including document review and bond approval.
- - Performs functions on agency management system and Surety automation system.
- - Processes, maintains, and prepares new and renewal accounts for marketing, placement, and delivery to sales executive, manager or client as directed.
- - Responsible for contract review on an as needed basis.
- - Perform financial statement and work in process analysis
- - Manage and maintain the retail expiration list
- - Is responsible for policy processing and quality control
Education/Experience Requirements:
- - Possesses High School diploma or equivalent
- - Property Casualty Insurance License
- - Three or more years insurance or business related experience
