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Account Manager - Surety - The Woodlands


TX - Houston

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General Description: Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.

·         Develop Proficiency with Sagitta and other technologies utilized by the Department

·         Update information as required to keep files current and respond to underwriter’s request on assigned accounts

·         Create/update Excel and Word documents as needed

·         Document ImageRight as required for tasks completed

·         Copy/Scan/File Documents for all assigned accounts

·         Learn all aspects of the Surety Lines of business and the underwriting requirements

·         Process all new bond request in a timely manner

·         Communicate with client for underwriting information

·         Submit to underwriter for approval

·         Adhere to surety company’s granted Line of Authority

·         Check issued bonds for accuracy, completing Quality Control Forms

·         Check and process endorsement requests

·         Respond to Accounting issues making appropriate adjustments/corrections within the prescribed timelines

·         Process renewal request in a timely fashion (60 – 90 days prior to renewal date)

·         Verify each renewals accuracy.

·         Comply with USI Business code of conduct, E&O discovery and reporting, and other quality control processes

·         Follow the policies and practices of the office

·         Understand the role and responsibility of the position and how it contributes to the achievement of the regional business plan

·         Request and review client documents such as financial statements, work – in – progress, AR schedules, etc., verifying that the correct documents were sent, etc.

·         Input data into SurePath, Excel spreadsheets, etc. as needed; review with the Producer

·         Build and promote strong relationships with clients, advisors and bonding companies

·         Immediately forward any claim notices to the appropriate person at the bonding company while simultaneously notifying the Producer

·         Keep customers informed of status of any request

·         Ability to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions

·         Participate in all company meetings

·         Submit cancellation information to underwriter as required

·         Process all invoices for new and renewal bonds in accordance with current procedures


·         High School Diploma or equivalent

·         Must have Commercial experience in order to be considered

·         General Office/Clerical experience

·         Strong knowledge of computers including Microsoft Office applications and related office equipment

·         Ability to schedule and prioritize work; manage multiple demands

·         Excellent interpersonal skills

·         Exceptional organizational skills

·         Strong Oral and Written Communication skills

·         Ability to work independently and as part of a team

·         Ability to follow processes and procedures

·         Notary License required or obtain within first year of employment

·         Experience with Sagitta system preferred but not required

·         Property and Casualty Insurance license preferred but not required

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