Surety Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Assist the Producer and Marketing Account Executive (MAE) in marketing and servicing both new and renewal business.

• Efficiently manage a portfolio of selected accounts.

• Provide mentorship to Team Support and aid the Client Service Manager with procedural training.

• Quickly respond to client inquiries regarding bonds, certificates, invoicing, underwriting, and other departmental functions.

• Personally resolve complex client issues.

• Foster and maintain strong relationships with clients and company personnel.

• Monitor account expiration dates and coordinate renewal strategies.

• Evaluate contracts and bond requests for excessive terms.

• Assist the MAE and Producer in collecting information from clients and carriers.

• Prepare and review forms to ensure accuracy and completeness.

• Independently manage marketing activities for commercial accounts.

• Accurately prepare and issue bid bonds, final bonds, letters of intent, consents, and other necessary documents.

• Keep agency management system data, invoicing, accounting records, and files organized.

• Facilitate the training and development of Team Support personnel.

⛳️ Requirements

• Bachelor’s degree or equivalent education and relevant training.

• Two (2) years of pertinent experience in the Surety industry.

• Valid insurance license(s) as required.

• Strong skills in client relations.

• Exceptional communication abilities and a service-oriented mindset.

• Collaborative spirit.

• Tactful approach in resolving issues for clients and the company.

• Proven proficiency in basic computer applications (e.g., Microsoft Office Suite).

• Willingness to travel, including occasional overnight trips.

🏝️ Benefits

• Comprehensive health and welfare benefits.

• Tuition assistance programs.

• 401K savings plan and other retirement options.

• Employee assistance programs.