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Client Manager
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Full-time
- Prepares final proposal presentation, analysis and summaries as needed.
- Tracks claims, flags claim-heavy accounts and incorrectly written accounts.
- Experience with surety bond portfolios and associated timelines.
- Preparing bonds, coordinating bond preparation, invoicing, obtaining bid results from customers and sending them to underwriters, requesting and analyzing financial statements, making recommendations to customers, sending financial information and negotiating terms with surety companies, and fielding leads for new prospective customers.
- State Property and Casualty Insurance License required.
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