Overview:

At Haylor, Freyer & Coon, An Alera Group Company, we believe that talented, caring people make all the difference. We are looking to add a dynamic, progressive Account Manager to our Bond team.

Alera offers an outstanding compensation package and a complete benefit package, highlighted by medical and life insurance, short and long-term disability, wellness programs, section 125 benefits, 401(K) retirement plan and credit for vacation time.

Client Service:

• Handle client service request and all activities involved with Bond products
• Be proactive and anticipate the needs of the client and the Risk Management Advisor while providing exceptional and distinctive service
• Participate in special assignments as requested by management
• Travel and participate in client meetings as needed
• Help develop and train other team members as needed
• Perform audits to review for quality of Bond Department processes and work standards

Technical :

• Ability to read financial statements
• Understanding of construction bid requirements and specifications
• Maintain current knowledge & demonstrate efficient use of our client management systems resulting in compliance with minimum service level standards
• Timely management of correspondence as required by department, including email and client document management system
• Seize opportunities to further personal and professional development
• Support team by building strong relationships and sharing knowledge and useful techniques

Marketing & Negotiating:

• Build and maintain relationships with surety underwriters by creating a professional and complete submission
• Maintain knowledge of markets and carrier appetites
• Exhibit skills necessary to negotiate desirable outcomes by anticipating carrier perspective

Personal Attributes:

• Strong verbal and written skills including the ability to present and express surety concepts to non-industry personnel in laymans terms
• Ability to shift focus and manage time in order to prioritize work load and to meet time sensitive deadlines
• Lead by example

• Bachelors degree preferred
• 2-5 years experience in customer service field
• Excellent verbal and written communication skills
• Well versed in Microsoft Office products
• Experience managing multiple data management systems

We're an equal-opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

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