Surety Assistant Account Manager - Commercial P&C Insurance

Surety Assistant Account Manager - Commercial P&C Insurance Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
RESPONSIBILITIES
Servicing assigned accounts including set-up, bonding, renewals, and general questions.
Assists with performing reviews on bonding requirements and determines proper coverage and identifies possible deficiencies.
Assists with obtaining all pertinent underwriting information including financials needed to maintain principals bond program.
Partners with Account Managers and Brokers in marketing and placement of risks.
Updates and maintains all manuals, powers of attorneys, etc.
Processes renewals, new bonds, and follows up on bond exonerations.
Performs a variety of commercial lines and accounting duties in support of department and agency.
Serves as a technical expert and trainer.
Assists other team members in resolving complex issues.
Collection of fees, reconciliation, and resolution of any outstanding balances within 90 days of invoicing date.
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate degree or equivalent combination of education and experience.
Four (4) or more years related work experience.
Must possess a valid Insurance license.
Familiar with rating and underwriting guidelines.
SKILLS
Excellent verbal and written communication skills.
Good leadership, problem-solving, and time management skills.
Advanced analytical skills.
Good planning, organizational, and prioritization skills.
Ability and motivation to work independently.
Proficient in Microsoft Office products.

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