Empathy – must have the ability to empathize with team members at all levels of the organization.
Rcmd surety bond license#
A P&C license is required Additional professional designation(s) are preferred. In addition to the industry experience a Bachelor’s degree from a four-year college or university is required. Professional Liability/Errors and Omissions Management Liability (D&O, EPL, Fiduciary) Surety – Commercial, Miscellaneous, and Contract The specific business lines / products that apply and the related level of knowledge include: Strong communication skills with the ability to convey complex information and make presentations to large groups is essential. Incumbent must be able to demonstrate a track record of leadership and project management skills strong sense of organization’s values and need to be client facing in a high satisfaction environment. Responsibilities include interviewing, hiring, and mentoring planning, assigning, and directing work appraising performance rewarding and disciplining employees addressing complaints and resolving problems.Īt least 5 to 10 or more years of industry knowledge is required. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Messaging that expresses disagreement or negativity is not appropriate.ĭirectly supervises up to 10 employees holding the positions of Client Representative and Client Manager. Deliver corporate decisions accurately, timely, and positively.Is a good role model for other employees.Act as an account's Client Executive when assigned and none is present.Epic) and programs for the work of the department as determined by RCM&D. Be present for in-person consultations with supervisors, subordinates, and others.Remain alert to changes in the marketplace and contributes to the innovation and development of the products and services provided identifies and addresses expanding customer needs.Work with Corporate Division Leader and Client Executives on strategies related to incomes, commissions, budgets, and revenues.Develop team member skills, individually and collectively collaborates with Human Resources to select training and development resources that ensure employee needs are met.Support overall team effectiveness through the timely completion and communication of assigned tasks and by sharing expertise and cross training where possible.Ensure team productivity by aligning duties, setting expectations and measuring performance collaboratively establish annual objectives for designated team members and monitor the achievement of goals.Drive operational excellence through the establishment and execution of service standards, efficient processes/workflows and system resources with accountability for team effectiveness.Work closely with Corporate Division Leader and Client Executives to establish annual revenue, cost management and staffing goals for the possible expansion of the team in support of the Company’s comprehensive business plan contributes to the achievement of defined objectives for new business, retention and, most importantly, growth.As requested, work with other Unison Risk Advisors Surety teams, build collegial relationships, work on projects, campaigns, best practices, etc.Attend Client or Carrier Market meetings when requested.Attend weekly staff meetings and prepare weekly round-ups – assure team is prepared.Maximize programs and carrier commission schedules. Develop thorough understanding of Surety markets, preferences, underwriting requirements, and practices.Assist in Surety sales initiatives and marketing.Help to develop and act as primary control of Surety group Best Practices and Workflows.Oversee client file audits for assurance of account balance, overall liability, and account data update.Oversee Bond Audits for assurance of bond reporting and billing.Set priorities and manage work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.Utilize SurPath and ensure training and proficiency of Surety users.Become an Epic power user and ensure training and proficiency of Surety users.
outstanding liability for each client, etc.
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