Account Manager-Surety Practice (In-Office) Albany, NY
Albany, New York
Employer: National Financial Partners
Industry: Other
Salary: $75000.00 per year
Job type: Full-Time
Who We Are:
We're a seven-time Best Places to Work award winner in Business Insurance who has earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine. We are also recognized as an Elite Agency award winner and named as a Top Employee Benefits Firm. We are a leading Insurance Broker and Consultant that provides Employee Benefits, Property & Casualty, and Retirement and Individual Private Client solutions to help our clients reach and realize their goals because we believe business is personal. Our personal commitment to our team and our clients has created long-lasting and successful relationships across our growing 300+ nationwide offices and 17 international locations. To learn more, please visit: https://www.NFP.com.
Surety Account Manager
Essential Functions & Responsibilities:
Provide prompt, accurate, and courteous service to major account clients, producers and company personnel
- Assisting clients with solving their surety related problems
- Bid bond issuance, tracking, and reporting
- Contract bond issuance, reporting, and invoicing
- Contract bond closures, invoicing
- Electronic file maintenance
- Candidate Characteristics:
- Understands the implications of situations and exercises sound judgement in making decisions
- Identifies problems, develops resourceful solutions, and possesses the ability to prioritize in order to meet deadlines
- Interpersonal skills with a strong sense of urgency
- Team player
- Time management, efficiency and organizational skills
- Ability to handle multiple tasks concurrently
- Demonstrates competency in the use of Microsoft Office Suite
- Strong oral and written communication skills
- Experience with EPIC platform
- Experience with Tinubu platform
- Prior Surety experience is preferred
- NYS Property & Casualty license or obtain within 90-days of employment
- Understanding of financial statements
- Notary Public Certification or obtain
- Proficient typing skills
- Works proactively to develop relationships with carrier and client contacts; may take active role in meetings
- Prepare and send the request for quotations to applicable insurance carriers and spreadsheets results as they come in. Prepare and present renewal proposal and applications to clients.
- Takes the lead on reviewing proposals and carrier source documents for accuracy. Communicates directly with clients and carriers to obtain accurate information to market renewals.
- Creates and maintains client files in accordance with office procedures. May be responsible for keeping client policy records in the agency management system.
- Answers incoming sales calls regarding insurance policy renewal via telephone and written email inquiries.
- Follows up on suspense items and outstanding information from binds.
- Required to work in the Albany offices 5 days a week
- Highly organized with excellent verbal and written communication skills
- Self-confident to make sound independent decisions
- Ability to successfully interact with a variety of people and function well both in a team environment and autonomously
- Ability to handle situations in a calm, courteous and professional manner
- Customer focused to establish and maintain effective relationships
- Intermediate level of experience in Microsoft Office products, specifically Word, Excel and Outlook
- Ability to prioritize multiple tasks to meet deadlines
- Possess strong analytical and problem-solving skills
- Sharp attention to detail, decision-making skills, and problem resolution
- Flexibility and adaptability to changing priorities, deadlines, and technology
- More than 2 years' se and/or supporting a surety team
- P&C Insurance License desired
NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $75,000.00 $100,000.00. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
Created: 2024-05-09
Reference: 20182801
Country: United States
State: New York
City: Albany
ZIP: 12208
Similar jobs:
-
Unemployment Insurance Accounts Examiner - Albany (NY HELPS)
StateJobsNY in Albany, New York -
Administrative Assistant 1/Trainee 1/2- Albany (NY HELPS)
StateJobsNY in Albany, New York -
Test Center Manager - Albany, NY
Pearson in Albany, New York💸 $19.00 per hour -
Financial Professional - NY, Albany, Buffalo, Rochester, Syracuse (3963)
Equitable in Buffalo, New York💸 $62000 per year -
Senior Employment Security Clerk- Albany (NY HELPS)
StateJobsNY in Albany, New York -
Financial Professional - NY, Albany, Buffalo, Vestal, Rochester & Syracuse (2457)
Equitable in Albany, New York💸 $62000 per year -
RETAIL DISTRICT MANAGER UNASSIGNED - Albany, NY
Dollar General in Albany, New York💸 $89200 - $111500 per year -
United Airlines Ramp Agent FT ALBANY NY
Unifi in Albany, New York -
Licensed Practical Nurse (LPN) - $37-55/Hr - Albany, NY
ConnectRN in Albany, New York💸 $37 - $55 per hour -
Office Assistant 1 Stores/Mail - Albany (NY HELPS)
StateJobsNY in Albany, New York -
Office Assistant 2 Stores/Mail - Albany (NY HELPS)
StateJobsNY in Albany, New York -
Onsite Service Engineer (Albany, NY)
Atlas Copco in Albany, New York💸 $24 - $28 per hour -
Administrative Assistant 1/Trainee 1/2- Albany (NY HELPS)
StateJobsNY in Albany, New York -
Onsite Service Engineer (Albany, NY)
Atlas Copco in Albany, New York -
Project Scheduling Manager | Albany, NY or NYC
StateJobsNY in Albany, New York -
Regional Clinical Sales Specialist [Joint Reconstruction - Albany, NY] - DePuy Synthes
Johnson & Johnson in Albany, New York💸 $47000 - $65000. per year -
Business Systems Analyst 2 - Albany (NY HELPS)
StateJobsNY in Albany, New York -
Major Market Sales Executive, Field - Albany, NY
Paycor in Albany, New York💸 $65000 - $115000. per year -
Certified Nursing Assistant (CNA) - $21-34/Hr - Albany, NY
ConnectRN in Albany, New York💸 $21 - $34 per hour -
Workers' Compensation Claims Assistant (Hybrid NYC or Albany NY)
National Financial Partners in Albany, New York💸 $40000 per year