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Surety Associate Account Manager

World Insurance Associates, LLC.

Carlstadt, NJ

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Billing, Bond Market, Brokerage, Communication Skills, Compensation and Benefits, Customer Relations, Employee Benefits, Epic Systems, Establish Priorities, Financial Services, Health Informatics, Human Resources, Insurance, Interpersonal Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Physical Demands, Presentation/Verbal Skills, Recruiting/Staffing Agency, Retirement Plan, Risk Management, Sales Management, Service Delivery, Team Player, Time Management, Typing, Writing Skills
LOCATION
Carlstadt, NJ
POSTED
3 days ago
Company Overview 
World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals.  

Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. 

Position Overview
This position is responsible for supporting account managers and account executives with commercial bond processing.

Segment
Support day-to-day service of Account Manager and Account Executive

Primary Responsibilities
  • Support the daily management of a book of business comprised of clients with commercial bonds.
  • Process agency bill and direct bill renewals 60-90 days in advance (majority will be direct bill)
  • Maintain data with high level of accuracy within agency management systems, specifically Epic.
  • Transact agency bill invoices and produce bond cover letters for agency bill renewals.
  • Adherence to workflows and professional standards.

Colleague Development
  • Gain access to and utlize Surety online systems that allow electronic bond approval and issuance.

Essential Skills/Development
  • Maintain effective relationships with clients and co-workers.  Ability to work in a team environment.
  • Seeks to obtain knowlegde and training with regard to Epic, bond workflows and procesures and Surety online systems.
  • Strong written, oral and interpersonal communication skills.
  • Ability to fill in for co-workers who are out of the office with regard to their commercial bond servicing.
  • Follows a well-established set of activities.
  • Sets priorities and manages workflow to ensure effective, timely, and efficient service delivery.
  • Works to achieve stated objectives and delivers results at the direction of a lead service member.

Experience
  • Previous experience in Surety not required

Knowledge
  • Required: Knowledge of Excel, Word and other MS Office products

Education
  • HS Diploma or equivalent

Physical Demands 
Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. 

Equal Employment Opportunity 
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. 

To Executive Search Firms and Staffing Agencies
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. 

Compensation
This position is located in New Jersey. The base salary for this position at the time of this posting may range from $65,000 to $70,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit https://www.worldinsurance.com/careers for more details.

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About the Company

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World Insurance Associates, LLC.