JOB TITLE: Client Manager – Surety
REPORTS TO: Bond Manager
EXEMPT/NON-EXEMPT: Exempt
DIVISION: Horton Risk Advisory Services
GENERAL DESCRIPTION – Summary
The Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct
accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, processing various surety bond documents, accounts receivable management and file management. The Client Manager role requires the coordination of multiple tasks across teams and functional roles to meet various deadlines and quality standards. The Client Manager has regular interactions with producers, directors, peers and staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Process surety bonds, endorsements, riders, continuation certificates and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.
- Prepare client documents for delivery via email, US Mail or hand delivery.
- Maintain an outstanding level of data integrity in the agency management system and SurePath so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
- Provide routine consultation to clients and act as back up to Client Managers in order to assist internal and external clients as much as possible.
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate notices of cancellation, rescission and reinstatement.
- Access and navigate carrier websites to obtain account information and surety bond documents. May request, follow up, and review endorsements or obtain quotes as necessary.
- Review contracts to ensure that bond requirements are met and that performance & payment bonds are issued accurately.
- Set and manage diaries to ensure all account activity is progressing effectively.
- Perform other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
· A Bachelor’s Degree is required
· Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
· Proficient with Microsoft Office Suite
· Strong math skills with an understanding of basic of basic accounting principles
· EPIC/Applied systems experience a plus
· Five or more year’s Surety experience with strong technical product knowledge.
BEHAVIOR STANDARD
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values outlined as Driven, Excellent and Together.
WORKING CONDITIONS
Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.
JOB PERFORMANCE STANDARDS
The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.
PHYSICAL REQUIREMENTS
Ability to:
· Perform work on a computer for extended periods of time
· Sit/stand for extended periods of time in work area
· Grasp objects using your fingers (fine motor skills)
· Communicate and speak in a clear, concise and professional manner both in person and on the telephone
· Travel by air or ground transportation as required in performing job duties
· Be able to lift and carry objects that weigh a minimum of 40 pounds
Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.
The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.
This job description supersedes any previous oral or written job descriptions.
The Horton Group
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