Bond Account Manager

Essential Duties and Responsibilities

• Foster and maintain client relationships by providing timely and accurate follow-up, bond support, quotations, and general account service. Address client needs promptly and professionally.
• Respond to customer inquiries regarding surety bonds, bond requirements, underwriting information, and account status.
• Communicate bond approvals, underwriting requirements, changes, cancellations, riders, renewals, and other account updates to clients and Producers.
• Work with new and existing clients, or support the Producer, to understand bonding needs, gather required information, prepare submissions, coordinate approvals, and facilitate the issuance and delivery of bonds.
• Serve as a primary point of contact for clients, Producers, carriers, and surety company representatives.
• Aid the Producer as needed with new bond requests, renewal bond accounts, bid bonds, performance and payment bonds, commercial bonds, and other surety-related transactions.
• Prepare, process, issue, and deliver bonds and related documents accurately and in accordance with agency procedures and surety guidelines.
• Review client bonding needs, account changes, and underwriting information to help ensure appropriate bond placement and timely service.
• Prepare and send renewal notices, bond correspondence, invoices, and other communications to clients, Producers, carriers, and surety partners.

Qualifications

• Hold current and valid Property and Casualty Insurance license or be able to obtain one within 6 months of accepting the position.
• Possess above average computer skills; existing proficiency is strongly preferred in agency management systems, surety carrier platforms, ImageRight, Excel, Word, and Outlook.

Benefits

At Correll Insurance Group, we are committed to providing an inclusive work environment for our team. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We are proud to be part of the Trusted Choice® network of independent insurance agencies, representing more than 200 insurance companies. This allows us to design the best product for most situations.

Correll Insurance Group has been in the Carolinas since 1931. Our local agents offer individual and business insurance solutions, including homeowners and car insurance, flood and liability insurance, for both businesses and families. We support local, independent agents who serve the towns they live in, offering services backed by the resources of an established, national firm.

As one of the largest independent insurance agencies in the Southeast, we are dedicated to providing exceptional customer service and insurance solutions to our valued clients.