Account Manager, Bonds

Overview

Full‑time. We are seeking a service‑driven professional who is excited to grow into surety bonds and client management. This position is open to a wide range of experience levels.

• Manage customer service for a surety bond book of business ($250,000 in commission income) meeting department service standards.
• Prepare, execute, and invoice bonds including performance bonds, bid bonds, surety bonds, and related riders / change orders.
• Coordinate bond approvals by communicating with surety companies and clients and maintaining complete underwriting files.
• Process bond requests and provide required file information and copies to surety partners.
• Assist clients with billing and renewal questions and help resolve related issues.
• Maintain bond forms and surety documents to ensure smooth issuance workflows.
• Request interim and annual financial statements and work‑on‑hand schedules in partnership with the producer as required by sureties.
• Promptly respond to customer questions and requests for assistance.
• Communicate with the Bond Manager or producer regarding significant requests, problems or missing information.
• Maintain accurate electronic account files and fully use the agency management system in daily work.
• Prioritize workload to meet objectives and timelines and ask for support when needed.
• Participate in quality reviews and comply with quality program requirements.
• Follow agency and department procedures.
• Build and maintain strong working relationships with clients and surety representatives to support retention.
• Protect confidential and sensitive information.
• Continue learning through newsletters, bulletins, seminars and other development opportunities.
• Maintain regular and consistent attendance.
• Support special projects and other duties as assigned.

• Competitive pay & benefits:
  Market‑competitive compensation and comprehensive benefits including health, dental, vision, HSA, 401(k) with employer contributions, short‑ and long‑term disability, and life insurance.
• Flexibility & time for you: 37.5‑hour work week and flexible PTO.
• Wellness support:
  Access to mental health resources through the EAP program and fitness opportunities including an on‑site gym and virtual workout classes.
• A comfortable & fun workplace:
  Dress‑for‑your‑day approach and company outings, food days and team competitions.
• Education & growth:
  Tuition reimbursement, licensing assistance and opportunities to earn respected designations such as CISR, INS or AAI.
• Mentorship & career development:
  Learn alongside experienced professionals who are invested in your growth.

• High school diploma or equivalent.
• Valid driver’s license.
• Customer service, administrative or client‑support experience (any industry).
• Interest in learning surety bonds (training provided).
• Strong written & verbal communication skills.
• Excellent organizational and time‑management skills.
• Comfort with Microsoft Office (Outlook, Word, Excel) and ability to learn agency management systems (Applied Epic).
• Strong attention to detail and follow‑through.
• Ability to prioritize tasks and communicate when support is needed.
• Active Property & Casualty license or the ability to obtain a resident Property & Casualty agents license within 60 days after hire.
• Experience issuing performance, bid or contract bonds (preferred).
• Prior experience managing a surety or commercial book of business (preferred).