Surety Account Manager

About the role

We're excited to have you consider joining our Surety team as a Remote Account Manager. This role is ideal for someone with 3-5 years of Commercial Property & Casualty Surety experience, preferably in an insurance agency setting. A college degree is preferred, along with a comprehensive understanding of Surety coverages, underwriting, and rating concepts. You should also be comfortable with internet-based programs and Microsoft Office products, and possess a property & casualty insurance license. A notary license or willingness to obtain one within one year of hire is also required.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines Surety clients.
• Maintain 92% retention of client accounts.
• Handle all aspects of Commercial Lines Property & Casualty insurance as related to Surety.
• Help facilitate client signing of indemnity agreements, underwriting process of bond requests, and communication between carrier and client.
• Seek carrier approval for bonds outside lines of authority.
• Issue bonds, riders, endorsements, and consents.
• Provide insurance technical expertise to Sales Executives and Account Executives.
• Analyze client needs, coverage forms, and quotations during the sales process.
• Offer technical expertise for cross-selling opportunities, account development, and execution of client requests.
• Capture, assist, design, and manage the service platform.
• Contribute information and ideas during client strategy meetings.
• Manage client renewal expirations and avoid any lapse in coverage.
• Respond to underwriters’ questions in a timely and professional manner.
• Adhere to Surety Best Practices.
• Ensure timely receipt of approvals, quotes, and bond delivery to clients.
• Delegate administrative client tasks to assigned Account Representatives.
• Keep informed on surety coverages, products, and industry changes.

Requirements

• Reside in Colorado, Utah, or Wyoming.
• College degree preferred.
• Property & Casualty insurance license.
• Notary license or willingness to obtain within one year of hire (varies by office).
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of bonds, bond market selection, and bond issuance.
• Knowledge of Sagitta/ImageRight preferred but not required.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Ability to work in a fast-paced, team environment with minimal instruction.
• High degree of accuracy in agency management systems.
• Adherence to Surety Company’s granted Line of Authority.
• Maintenance of underwriting e-files.
• Maintenance of up-to-date financial files on active accounts and work-in-progress schedules.
• Request information as needed.
• Response to accounting issues and updates within prescribed timelines.
• Occasional in-person attendance at face-to-face client meetings.
• Stay informed on surety coverages, products, and industry changes.

Qualifications

Comprehensive understanding of Surety coverages, underwriting, and rating concepts. Knowledge of bonds, bond market selection, and bond issuance required. Must hold or obtain Property & Casualty insurance license. Must have notary license or willing to obtain within one year of hire (varies by office).

Skills

• Commercial Property & Casualty Surety experience in an insurance Agency.
• Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
• Knowledge of bonds, bond market selection, and bond issuance.
• Property & Casualty insurance license.
• Notary license or willingness to obtain within one year of hire (varies by office).
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred but not required.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Ability to work in a fast-paced, team environment with minimal instruction.
• High degree of accuracy in agency management systems.
• Adherence to Surety Company’s granted Line of Authority.
• Maintenance of underwriting e-files.
• Maintenance of up-to-date financial files on active accounts and work-in-progress schedules.
• Request information as needed.
• Response to accounting issues and updates within prescribed timelines.
• Occasional in-person attendance at face-to-face client meetings.
• Stay informed on surety coverages, products, and industry changes.

Benefits

• Full-suite of competitive benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and other unique employer-sponsored and voluntary programs.
• Generous paid time off policy, paid family leave benefit, and 12 paid holidays.
• Paid Time Off/Paid Sick Leave eligible position with 18 days per year.
• Bonus eligible position with a target incentive of 5%.

Pay

$65,000 - $95,000

Schedule

Remote work