Surety Senior Account Manager

General Description: Responsible for independently and proactively managing Surety client accounts. Activities include new and renewal marketing, client service, and retention. Provide technical expertise on Surety bond types and current market conditions. Assist Sales Executive and Account Executives.

Responsibilities:

• Provide advanced technical support to assigned Surety Clients. Manage client relationships to ensure retention and growth of the book of business.
• Facilitate the underwriting process. Includes marketing submissions, preparing indemnity, underwriting approvals, and communication between clients and carriers.
• Provide Surety technical expertise to clients, Sales Executives, and Account Executives. Includes analysis of client needs, coverage forms, and capacity.
• Manage the bond cycle through USI’s service platform. Produce new bonds, riders, continuation certificates, and consents. Ensure timely approvals, quotes, and bond delivery.
• Participate in face-to-face client meetings. Includes proposal preparation and presentation.
• Maintain underwriting files with up-to-date financial information on active accounts and work-in-progress schedules. Request information as needed.
• Adhere to Surety Company’s granted Line of Authority or seek underwriting approvals.
• Manage client renewal expirations to avoid any lapse in coverage.
• Contribute information and ideas during client strategy meetings.
• Maintain a high degree of accuracy in agency management systems.
• Adhere to Surety Standard Operating procedures and USI information workflows.
• Direct work and delegate tasks to Surety Account Representatives.
• Respond to accounting issues and make updates within prescribed timelines.
• May assist in the development of new team members.
• Understand basic working knowledge of company financial presentations.
• Keep current on Surety industry trends, coverages, and updates.

• 4-10 years of experience in a Commercial Property & Casualty Insurance Agency.
• Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
• Must hold or obtain a Property & Casualty insurance license.
• Must have a Notary License or willing to obtain within one year of hire (varies by office).
• Ability to carry out complex tasks with many concrete and abstract variables.
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Tinubu/Sagitta/Image Right preferred but not required.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

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Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the
USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers
employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college…