Relationship Manager managing a portfolio of medical specialists at ANZ. Connecting with practitioners to drive growth and deliver tailored banking solutions in healthcare banking.
About the role
- Insurance Surety Account Manager providing services to clients and negotiating coverage terms. Collaborating with clients and carriers to ensure accurate and timely bond issuance while supporting agency growth initiatives.
Responsibilities
- Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
- Conduct regular exposure analysis and risk reviews with clients and prospects.
- Lead the complete marketing process for new and renewal business.
- Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
- Review and present carrier quotes, ensuring alignment with client needs and agency standards.
- Prepare and deliver bond documents within established timelines.
- Maintain accurate client and policy data in agency systems.
- Identify and pursue account rounding, cross-sell, and referral opportunities.
- Support new business prospecting efforts and contribute to agency growth initiatives.
Requirements
- Bachelor’s degree
- Active Property & Casualty Insurance License
- 3+ years of P&C Insurance and/or Surety experience is required
- AFSB Surety designation (preferred)
- Background in contract review and analysis of contract specifications to ensure customer compliance (preferred)
Benefits
- Flexible work arrangement
- In-office work opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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