Commercial Insurance Account Manager; Surety​/Bonds

Surety Underwriting Executive

Seeking a dedicated and detail-oriented Surety Underwriting Executive-fiction to join a team. This role is pivotal in supporting the Chief Surety Officer, Producers, and Service personnel in the financial analysis, underwriting, and servicing of surety accounts. The successful candidate will ensure accurate documentation, account setup, and ongoing maintenance of surety accounts while adhering to established workflows and best practices. This position offers an excellent opportunity to contribute to client retention and business growth through sound underwriting and exceptional client service.

• Competitive salary commensurate with experience
• Comprehensive benefits package, including health, dental, and vision insurance
• Paid time off and holidays
• Professional development opportunities

• Manage client accounts and relationships to ensure retention and growth.
• Serve as the primary point of contact for surety-related matters, acting as a liaison between sales staff and the surety team.
• Respond promptly to client requests for information, documents, and general surety inquiries.
• Handle Commercial Lines Property & Casual
  577 & Casualty insurance aspects related to surety.
• Conduct service visits to clients as needed.
• Manage time and resources effectively to deliver high-quality services in line with the client service plan.

• Perform underwriting and financial analysis of new and existing surety accounts.
• Analyze client needs and financials to support underwriting decisions and maximize capacity.
• Identify and analyse exposures and deficiencies to develop strategies for client bond needs.
• Develop submissions and handle market placement and review of new and renewalafr surety programs, including proposal preparation and presentation.
• Respond to underwriters’ questions promptly and professionally.

• Provide technical support to Sales Executives related to surety underwriting and account needs.
• Manage inside service for new and existing clients, focusing on sales support, account development, and problem-solving.
• Research market trends and develop strategies to enhance market presence.
• Negotiate arrangements and relationships with surety markets.

• Document client interactions, underwriting activity, and account updates in agency management systems.
• Set up and maintain new and existing surety accounts in AMS
  360.
• Upload, index, and maintain surety-related documents, financials, bond forms, and correspondence.
• Ensure proper documentation and communication according to company workflows and best practices. դարձել৩

• مقدmonitor accounts receivable, renewals, expirations, and internal reports.
• Ensure quality control, timely invoicing, and bond issuance.
• Assist in managing carrier agreements, licensing, appointments, commission schedules, and powers of attorney.

• Collaborate with the Chief Surety Officer, Producers, and Service personnel to support underwriting and service needs.
• Provide leadership and establish relationships with other departments.
• Assist in the recruitment and training of new employees as needed.
• Support projects related to marketing, sales,baik underwriting, and carrier relations.

• College degree preferred but not required.
• Must hold a state Property & Casualty insurance license or be willing to obtain one promptly.
• Strong understanding of financial statements, including balance sheets, income statements, and cash flow statements, and their relevance to surety credit.
• Ability to identify and interpret key financial ratios (e.g., liquidity, working capital, leverage, margins).
• Experience or willingness to learn agency management systems وتق document management platforms, including Agency Zoom, AMS
  360, and Image Right.
• Ability to work in a fast-paced environment with minimal supervision while maintaining a high degree of accuracy.
• Strong prioritization, documentation, and workflow management skills.
• Effective team collaboration and communication skills.
• Commitment to staying current on industry information, products, legislation, and technology.

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