Bond Commercial Lines Account Manager

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Dana Stark
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Salary: $75,000 - $90,000 per year

A bit about us:

We are a leading independent brokerage, delivering tailored insurance and risk management solutions for businesses and individuals. With decades of industry expertise, we provide strategic guidance, comprehensive coverage, and exceptional client service, ensuring that every client is protected with clarity, confidence, and precision.

Why join us?

Joining us means becoming part of a client-focused, growth-oriented team that values expertise, integrity, and collaboration. The company offers opportunities to work on diverse insurance solutions across commercial and personal lines, providing hands-on experience and professional development. With a strong leadership team, a culture of mentorship, and a commitment to strategic growth, we empower employees to make a meaningful impact while advancing your career in a supportive and dynamic environment.

Job Details

We are seeking an experienced Bond Account Manager to join our Commercial Insurance team. This role is responsible for managing a portfolio of commercial surety accounts, providing exceptional client service, coordinating bond requests, and serving as the primary liaison between clients, producers, and surety carriers. The ideal candidate has experience in commercial surety, excellent organizational skills, and the ability to manage multiple priorities in a fast-paced agency environment.

Key Responsibilities
Manage and service a book of commercial surety accounts.
Process and issue a variety of bonds, including:
Bid Bonds
Performance Bonds
Payment Bonds
License & Permit Bonds
Maintenance Bonds
Court Bonds
Fidelity Bonds
Miscellaneous Surety Bonds
Review bond requests for completeness and accuracy.
Prepare bond applications and supporting documentation.
Coordinate with surety underwriters to obtain approvals and negotiate bond terms.
Review contractor financial statements, work-in-progress schedules, and bond program requirements.
Monitor bond lines, aggregate limits, and expiration dates.
Maintain electronic bond files and agency management system documentation.
Respond promptly to client and producer inquiries regarding bond status and requirements.
Assist producers with new business opportunities and existing client bond programs.
Prepare renewal documentation and maintain continuous bond coverage.
Build and maintain strong relationships with clients, surety carriers, and underwriters.
Ensure compliance with agency procedures, carrier guidelines, and regulatory requirements.
Qualifications
3+ years of commercial surety/bond account management experience preferred.
Property & Casualty License preferred (or ability to obtain).
Experience working for an independent insurance agency or brokerage.
Strong understanding of commercial surety underwriting principles.
Knowledge of contractor financial statements and bonding capacity is highly desirable.

Experience with agency management systems such as Applied EPIC, AMS
360, Sagitta, or Applied TAM.
Proficiency with Microsoft Office, particularly Excel and Outlook.
Excellent communication, customer service, and organizational skills.
Ability to manage multiple deadlines while maintaining a high level of accuracy.

Preferred Experience
Construction industry insurance experience.
Contract surety and commercial surety expertise.
Experience working with national and regional surety carriers.
Familiarity with public works projects and government contract bonding.
Knowledge of indemnity agreements and contractor prequalification.
Skills & Competencies
Strong attention to detail
Excellent time management
Relationship-building skills
Problem-solving abilities
Financial aptitude
Ability to work independently and collaboratively
Strong written and verbal communication skills
Benefits
Competitive salary
Medical, dental, and vision insurance
401(k) with employer match
Paid time off and holidays
Professional development and licensing support
Hybrid or remote work opportunities (where applicable)
Collaborative, team-oriented culture

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