Surety Account Manager

About the role

We're excited to have you consider joining our Surety team as a Remote Account Manager. This role requires a highly organized and detail-oriented professional with a passion for client service. Prior Surety experience is preferred but not required, as we provide comprehensive training.

Responsibilities

• Manage and retain assigned Commercial Lines Surety insurance client accounts.
• Provide proactive, personalized support to clients, maintaining 92% retention rates.
• Handle all aspects of Commercial Lines Property & Casualty insurance, including Surety coverage.
• Facilitate client signing of indemnity agreements, underwriting processes, and communication between carrier and client.
• Seek carrier approval for bonds outside lines of authority, issue bonds, riders, endorsements, and consents.
• Offer insurance technical expertise during the sales process, analyze client needs, and execute client requests.
• Delegate administrative tasks to assigned Account Representatives and respond to underwriter inquiries.
• Maintain Surety Best Practices, ensuring accuracy in agency management systems and adherence to Line of Authority.
• Manage client renewal expirations and ensure coverage continuity.
• Market bond submissions to carriers, prepare client applications, and submit to eligible carriers.
• Ensure timely receipt of approvals, quotes, and bond delivery to clients.
• Stay updated on surety coverages, products, and industry changes.

Requirements

• College degree preferred.
• 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.
• 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.
• Experience in a fast-paced, team environment with minimal instruction.
• Ability to prioritize tasks and manage workflow efficiently.

Qualifications

• 3-5 years of Commercial Property & Casualty Surety experience in an insurance agency.
• Comprehensive knowledge of Surety coverages, underwriting, and rating concepts.
• Experience in handling Surety bonds, bond market selection, and bond issuance.
• Strong communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred but not required.

Skills and Abilities

• Proactive problem-solving and decision-making skills.
• Excellent organizational and time management skills.
• Strong analytical and technical skills.
• Effective communication and collaboration skills.
• Ability to work in a fast-paced, dynamic environment.

Benefits

At USI, you'll enjoy a comprehensive benefits package including:

• Medical, wellness, dental, and vision insurance.
• 401(k) and flexible spending accounts.
• Short and long-term disability insurance.
• Life insurance.
• Unique employer-sponsored and voluntary programs.
• A generous paid time off policy, including 18 days per year.
• Paid family leave benefit.
• 12 paid holidays.
• Target incentive of 5%.

Pay

$65,000 - $95,000 annually.

Schedule

Remote work is offered, with occasional in-person attendance at face-to-face client meetings.