Account Manager, Surety - Buckner
Salt Lake City, UT 84121
About the Job
Position Title: Surety Bonds Account Manager
Classification: Non-exempt
Reports To: Team Lead
Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $55,000 to $70,000 DOE, full-time with benefits
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a stable, competitive, and complex industry, Buckner’s knowledgeable and experienced professionals live by these core values:
• Placing the people at the heart of every decision
• Discovering better solutions and making things happen
• Acting with openness and clarity
• Collaborating and trusting each other
Position Summary:
The Surety Bond Account Manager is responsible for independently managing the daily needs of multiple clients and client advisors, ensuring seamless communication through email and phone. The role requires proficiency in processing various bonds such as bid bonds, performance/payment bonds, and license bonds, as well as handling Agent of Record Letters, renewals, riders, consents of surety, and invoicing without supervision. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
Essential Duties and Responsibilities:
Qualifications:
Education and Experience:
Required Job Skills:
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Classification: Non-exempt
Reports To: Team Lead
Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $55,000 to $70,000 DOE, full-time with benefits
Who We Are What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a stable, competitive, and complex industry, Buckner’s knowledgeable and experienced professionals live by these core values:
• Placing the people at the heart of every decision
• Discovering better solutions and making things happen
• Acting with openness and clarity
• Collaborating and trusting each other
Position Summary:
The Surety Bond Account Manager is responsible for independently managing the daily needs of multiple clients and client advisors, ensuring seamless communication through email and phone. The role requires proficiency in processing various bonds such as bid bonds, performance/payment bonds, and license bonds, as well as handling Agent of Record Letters, renewals, riders, consents of surety, and invoicing without supervision. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
Essential Duties and Responsibilities:
- Able to handle day to day needs of multiple clients and/or client advisors (including email and phone conversations) independently.
- Able to process bid bonds, performance/payment bonds, and license bonds without assistance.
- Able to process Agent of Record Letters, renewals, riders, consents of surety, and invoicing without assistance.
- Able to follow for payment from clients (non-pays)
- Able to maintain proper documentation and work flow in Epic (agency management system).
- Have a working relationship with Surety Underwriters including ability to discuss and solve issues.
- Ability to determine the differences in financial statement presentations.
- Able to review Construction Contracts for pertinent information.
- Knowledge of the different types of bond coverages/obligations and experience with placing bonds.
- Able to communicate with the bond team and work in tandem on larger, more difficult requests.
- Proficient in Excel, Word & Adobe Acrobat
- Good time management and organizational skills.
Qualifications:
Education and Experience:
- 4-year college degree preferred, High School Degree or GED
- 5 years in the insurance industry required
- Agent Property/Casualty License
- Power of Attorney for all Sureties
- Completed surety schooling with either William Angell Surety School or other
Required Job Skills:
- Excellent communication skills, including listening, speaking and writing
- Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
- Ability to work well with others in a team environment
- Strong analytical and problem-solving skills
- Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
- Dependability and promptness
- Good organizational and time-management skills
- Must be a self-starter and work well with moderate supervision
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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Source : Buckner