Client Manager- Surety Bonds
Be part of a winning team that leads the way as a Best Practices Agency in Insurance!
The Opportunity
Based out of Cockeysville, MD office, this full-time Surety Bonds Client Manager is central to the Commercial Surety space of Maury, Donnelly, & Parr. This person is responsible for managing and coordinating all assigned surety new business and renewals.
DUTIES AND RESPONSIBILITIES:
- Manages assigned accounts; analyzes accounts for adequacy and appropriate coverage. Prepares final proposal presentation, analysis and summaries as needed.
- Experience with surety bond portfolios and associated timelines. Preparing bonds, coordinating bond preparation, invoicing, obtaining bid results from customers and sending them to underwriters, requesting and analyzing financial statements, making recommendations to customers, sending financial information and negotiating terms with surety companies, and fielding leads for new prospective customers.
- Markets the account and reviews marketing placements.
- Initiates and follows up on renewal applications.
- Identifies cross/up selling opportunities. Expands and rounds out existing accounts by identifying potential gaps in coverage, recommending, and implementing proper coverage.
- Responsible for making sure that all the terms and conditions of the insurance policies are properly prepared.
- Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
- Responsible for agency billing according to service standard.
- Performs other related duties as assigned by management.
QUALIFICATIONS:
- Bachelor's Degree (BA) from four-year college or university, or 1-2 years of related experience and/or training, or equivalent combination of education/experience.
- Property and Casualty Insurance License required.
- Computer skills required: Epic Online Database software; Microsoft Office Suite
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
- Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
PAY RANGE:
AVAILABLE BENEFITS:
Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.
The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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