Account Manager supporting clients with their surety bond needs for a global fintech leader. Collaborating with clients and teams to ensure accuracy in bond requests and relationships.
Responsibilities
Maintain and update client financial and bond files
Review contracts and bond forms, extracting relevant information
Ensure accuracy of bid and final bond requests
Prepare and issue bid and final bonds
Provide timely status updates to clients
Process final close-outs and premium audits
Handle billing and accounts receivable follow-ups
Act as liaison between clients, internal teams, and surety companies
Maintain strong relationships with surety partners
Prepare routine and follow-up correspondence (paper and electronic)
File, draft, and send correspondence and documentation
Prepare overnight packages, receipts, and mailings
Assist Client Advisors and other team members as needed
Provide general administrative support as assigned
Requirements
Strong attention to detail with excellent proofreading skills
Ability to work independently while collaborating with team members
Effective written and verbal communication skills, including active listening and problem-solving
Strong time management, organization, and prioritization abilities
Ability to multitask and handle sensitive/confidential information with discretion
Professional demeanor with a positive, service-oriented attitude
Ability to read, interpret, and apply insurance policies, contracts, and agency procedures
Ability to prepare routine reports and professional correspondence
Proficient in Microsoft Outlook, Word, and Excel
Sound judgment, integrity, and ability to act with tact and fairness
Ability to adapt to shifting priorities and deadlines
Reliable, self-motivated, and able to perform well under pressure
High school diploma or equivalent required; some college preferred
5+ years of prior experience in surety bonds required
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