Insurance Account Manager, Surety

at  NFP Corp

WHO WE ARE

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.

ABOUT THE ROLE

You will manage the day-to-day handling of each accounts needs, which include file maintenance, issuance of surety bonds, including, bid, performance & payment, maintenance, transactional and renewal, and prepare materials for presentations and communications, in collaboration with their more senior team members.

WHAT YOU’LL DO

• Works proactively to develop relationships with carrier and client contacts.
• Prepare and send the request for proposals to applicable surety carriers and spreadsheets results as they come in.
• Takes the lead on reviewing carrier source documents for accuracy in collaboration with the Client Executive. Begins to communicate directly with clients and carriers, with approval from the Client Executive.
• Creates and maintains client files in accordance with office procedures. Will be responsible for keeping client policy records in the agency management system.
• May be the first line of answering billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary.
• Coordinate NFP’s data sharing and, where necessary, surety systems integration with external databases/platforms utilized by NFP’s Commercial Surety partners.
• Work with NFP internal IT and external Applied Epic teams in order to streamline various tools, spreadsheets, and bordereaux to ensure consistent, accurate, and efficient intake of surety information.