Sr. Account Manager overseeing account management and sales support for existing customers in ad platforms. Developing strategies for growth and customer satisfaction in a global company.
About the role
- Account Manager supporting clients with their surety bond needs for a global fintech leader. Collaborating with clients and teams to ensure accuracy in bond requests and relationships.
Responsibilities
- Maintain and update client financial and bond files
- Review contracts and bond forms, extracting relevant information
- Ensure accuracy of bid and final bond requests
- Prepare and issue bid and final bonds
- Provide timely status updates to clients
- Process final close-outs and premium audits
- Handle billing and accounts receivable follow-ups
- Act as liaison between clients, internal teams, and surety companies
- Maintain strong relationships with surety partners
- Prepare routine and follow-up correspondence (paper and electronic)
- File, draft, and send correspondence and documentation
- Prepare overnight packages, receipts, and mailings
- Assist Client Advisors and other team members as needed
- Provide general administrative support as assigned
Requirements
- Strong attention to detail with excellent proofreading skills
- Ability to work independently while collaborating with team members
- Effective written and verbal communication skills, including active listening and problem-solving
- Strong time management, organization, and prioritization abilities
- Ability to multitask and handle sensitive/confidential information with discretion
- Professional demeanor with a positive, service-oriented attitude
- Ability to read, interpret, and apply insurance policies, contracts, and agency procedures
- Ability to prepare routine reports and professional correspondence
- Proficient in Microsoft Outlook, Word, and Excel
- Sound judgment, integrity, and ability to act with tact and fairness
- Ability to adapt to shifting priorities and deadlines
- Reliable, self-motivated, and able to perform well under pressure
- High school diploma or equivalent required; some college preferred
- 5+ years of prior experience in surety bonds required
- Texas Property & Casualty insurance license required
- Prior experience in bookkeeping, accounting, banking, or insurance preferred
Benefits
- Comprehensive medical insurance, dental insurance, and vision insurance
- life and disability insurance
- fertility benefits
- wellness resources
- paid sick time.
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- complimentary Calm app subscription.
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options
- commuter benefits
- employee discount programs.
- Paid maternity leave and paid paternity leave (including for adoptive parents)
- legal plan options
- pet insurance coverage.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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