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, detail-oriented professional with experience managing and retaining commercial lines Surety insurance client accounts. While prior Surety experience is preferred, we're equally enthusiastic about training the right candidate.

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.
• 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.

Requirements

• Candidates must 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.