Senior Account Manager (Bonds & Surety)

Haylor, Freyer and Coon, an Alera Group company, is looking for a Senior Account Manager (Bonds & Surety). We are seeking highly motivated colleagues who bring prior "Bonds & Surety" experience/ focus and enthusiasm to our team – joining us may be the perfect fit for you!  

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

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

• Valid Property & Casualty insurance license
• Bechelor's degree in business, insurance/ risk management, finance or related field. 
• Previous experience in account management or client service within an insurance agency or brokerage, preferred. 
• 3+ years experience/ focus, relating to Bonds specfically. 
• Strong verbal and written skills including the ability to present and express surety concepts to non-industry personnel in layman’s terms
• Ability to shift focus and manage time in order to prioritize work load and to meet time sensitive deadlines
• Lead by example

This job requires presence onsite. 

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more. 

Compensation: $75,000 - $100,000 annually, depending on experience. 

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, or any other protected class. 

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

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