Surety Account Manager

About the role

We are seeking a highly organized, detail-oriented professional with prior Surety experience to join our Remote Account Manager team. The ideal candidate will enjoy collaborating with others and delivering exceptional client service in a supportive team environment with long-term career growth and the flexibility of remote work.

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.
• Respond to accounting issues and make updates within prescribed timelines.
• Occasional in-person attendance at face-to-face client meetings.
• Keep informed on surety coverages, products, and industry changes.

Requirements

• Reside in Colorado, Utah, or Wyoming.
• 3-5 years of Commercial Property & Casualty Surety experience in an insurance Agency.
• College degree preferred.
• 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).
• 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.
• Set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

Qualifications

• Knowledge of Surety coverages, underwriting, and rating concepts.
• Experience with Surety Best Practices.
• Ability to analyze client needs, coverage forms, and quotations during the sales process.
• Ability to provide technical expertise for cross-selling opportunities, account development, and execution of client requests.
• Ability to respond to underwriters’ questions in a timely and professional manner.
• Ability to manage client renewal expirations and avoid any lapse in coverage.
• Ability to delegate administrative client tasks to assigned Account Representatives.
• Ability to respond to accounting issues and make updates within prescribed timelines.
• Ability to keep informed on surety coverages, products, and industry changes.

Skills

• Commercial Property & Casualty Surety experience in an insurance Agency.
• College degree preferred.
• Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
• Knowledge of bonds, bond market selection, and bond issuance required.
• 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.

Benefits

• Medical, wellness, dental, and vision insurance.
• 401(k) plan.
• Flexible spending and health savings accounts.
• Short and long-term disability insurance.
• Life insurance.
• Unique employer-sponsored and voluntary programs.
• Generous paid time off policy.
• Paid family leave benefit.
• 12 paid holidays.
• Target incentive of 5%.

Pay

$65,000 - $95,000

Schedule

Remote work