RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.R sctransform tutorial. Property and Casualty required for execution of bond and power of attorney.Driving is a requirement for this position.
Rcmd stock professional#
Pursue personal and professional development.Grammatically proper speaking and writing skills to effectively communicate with customers and insurance companies.Ability to independently manage all client needs, Surety systems, and Surety marketing of accounts.Analytical in depth knowledge business financial reporting, including balance sheet, profit and loss statements, and work in progress summaries.Knowledge and skills in effective use of office equipment, primarily computer, telephone, fax machine scanner/copier and calculator.Knowledge and skills in effective use of RCM&D account management system, Tinubu(SurePath) and EPIC.Ability to accurately perform advanced mathematical calculations.Must possess strong interpersonal skills in written and verbal communication, planning and analysis of surety information.Three to five years of experience handling large accounts at a high level of responsibility.College degree required or equivalent required.Minimum Qualifications Required to Successfully Perform the Essential Job Duties: Strengthen networking opportunities with membership and leadership in associations, industry groups, etc.Attend department and sales meetings as required.Assist in developing prospect marketing plans, advertising, prospecting, data base research, market research, sales calls, etc.Occasionally engages in assigned project not limited but includes marketing plans, sales, promotions, associated organization involvement, networking etc.Regularly ensures that all bonds are closed, updated, and filed on a timely basis.Periodically review of documents for accuracy prior to customer delivery perform periodic quality control of Client Managers and the client files.Manage the client cycle and monitor time frames and bond/program deadlines through Client Managers.Assesses client needs and questions and reviews options with clients, making sound recommendations on a day-today basis.Understands and guide clients through the initial surety underwriting process & submission to the marketplace.Demonstrate thorough understanding of surety markets, preferences, underwriting requirements and practices.Demonstrate thorough understanding of client businesses, their policies, practices, and industries and their Surety program.Retain and develop accounts by maintaining highest level of client service & communication.Comply with all PAR, legal and regulatory requirements.Ensures legislative, regulatory and technical developments are appropriately communicated to clients.Participate in any special projects at management’s request.Maintain client files on our client management system, utilize Tinubu(SurePath) and EPIC to perform all bond transactions.Attend company sponsored seminar and educational activities necessary to maintain product knowledge and underwriting expertise. Keep informed of all new sales & surety market programs.Schedule and administer surety quarterly and annual meeting when available, in presence of Producer.Mentor Client Representatives and managers in their development and knowledge of surety industry.Manage the client service cycle and monitor time frames of stewardship plan and renewal deadlines.Responsible to oversee bond execution and resulting billing, accounting, and collections.Develop client relationships at all levels of client organizations, cross sell RCMD product and services, seek referrals and new business opportunities.Coordinate and participate as required with day to day surety account management and oversight of responsibilities: take bond requests, dialogue with client and market to obtain approvals, assemble information needed, and obtain approval & issue & execute bond or renewals.Job Summary: Responsible for Surety client relationships and development including growth, retention, and client satisfaction for a book of business.Įssential Duties and Responsibilities include the following:
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