Job Description | Surety Account Manager
ANCHOR INSURANCE & SURETY, INC.
Anchor Insurance & Surety, Inc. is an Oregon based commercial insurance and surety agency having a strong emphasis on serving heavy industry, especially civil and general construction, forest products, and fabrication/distribution. Our company is looking for talented individuals interested in a position with a dynamic, locally owned insurance agency. We offer our employees an outstanding benefit program, flexible hours as well as the opportunity for professional growth and rapid advancement.
This position is classified as exempt, and reports to the Anchor Owners.
POSITION OVERVIEW
Surety Account Management. Level 1 or Level 2 depending on experience.
SALARY RANGE
Level 1: $49,000 to $99,000 per year (Exempt) + Bonus + Benefits
ESSENTIAL JOB FUNCTIONS
The individual in this position is expected to engage in the following work-related activities.
It is required that this position actively supports Anchor and all employees and customers in a positive manner.
Maintain successful client and underwriter relationships.
Manage the renewal cycle and servicing of client accounts.
Understand suretyship and counsel clients in its application.
Analyze documents for surety requirements and risk exposures and obligations.
Analyze and understand bond forms.
Issue bid bonds, performance bonds, payment bonds, license bonds and other surety bonds.
Issue, review and process bond riders.
Report, open, manage, and close claims.
Review and check audits.
Obtain familiarity with online surety programs and company websites/portals.
Communicate professionally with others.
Bill all invoices accurately and timely.
Perform various other tasks associated with account management.
Perform such other duties as the officers of Anchor assign to you from time to time.
Show an ability to manage accounts with little or no producer oversight.
Demonstrate proficiency with Applied Epic, Microsoft Office, Microsoft Windows, Adobe, Erlon, Paper Port and other programs.
Critical Success Factors
To be successful, the individual in this position must be:
- Knowledgeable: The individual has at least a bachelor’s degree from an accredited school OR a minimum of two years of related experience, OR an equivalent combination of education and experience.
- Skilled: The individual has the skills they need, and does what is needed, to effectively fulfill the expectations of their position.
- Proactive: The individual uses strong critical thinking skills to see and resolve potential roadblocks, takes initiative and resolves unexpected challenges, and consistently demonstrates a solution oriented approach.
- Professional: The individual adapts to change, can be depended on, communicates in a respectful and clear manner, and consistently represents the company in a positive light.
- Collaborative: The individual shares relevant information in a timely manner, provides additional support when needed, and remains open to professional feedback.
- Productive: The individual uses company time and resources for business-related purposes and operates in a manner that is efficient and goal oriented.
- Learn Quickly: You can learn new processes and procedures quickly and consistently apply learned knowledge.
- Adapt: Change is a necessary function of a growing business and you adapt your work and communication style to best-fit new processes, procedures, and business needs.
- Be Precise: Your detail-oriented approach allows you to accurately input, and find errors, in large bodies of information.
- Maintain Dependability: You come to work prepared, on-time and use work time appropriately.
- Work Proactively: Within the boundaries of your position, you do your best to meet business needs without being asked.
- Effectively Multi-Task: You can handle multiple requests, questions, and concerns simultaneously and naturally prioritize which item needs to be resolved first.
- Develop Customer Loyalty: You are aware of, and go out of your way to help, customers.
- Promote Teamwork: You can work with diverse groups of people and forge effective professional relationships with employees and management.
- Think Critically: When something doesn’t work, you are able to either fix the problem or find an effective and efficient work-around.
- Communicate Effectively: You can write, speak, and understand English.
Capability Requirements
The following capabilities are required in order to perform the essential functions of this position. Reasonable accommodations that do not create an undue burden on the company are available to address the following requirements.
- Sustain concentration and focus in a busy environment.
- Sit and stand for prolonged periods of time.
- Ability to read, analyze and interpret written materials.
- Ability to effectively present information and respond to questions from groups of managers, employees, customers, and vendors.
- Ability to perform mathematical calculations discounts, proportions and percentages.
- Ability to define problems, collect data, establish facts, and draw valid conclusions.
- Proficient in Microsoft Office, Adobe Acrobat, and other company software required for your position.
- While performing the duties of this job, the employee is regularly required to talk or hear.
- The employee is occasionally required to stand; walk; and stoop, kneel, or crouch.
Work Environment
General office environment. Position will require extensive time sitting or standing and viewing computer screens.
Equal Opportunity Employer
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
Pay: $49,000.00 - $99,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Experience:
- Surety : 1 year (Required)
Ability to Relocate:
- Lake Oswego, OR: Relocate before starting work (Required)
Work Location: Multiple locations
