Surety Account Manager
$64,700–$120,400 year
On-siteSan Francisco, California, United States or Los Angeles, California, United States
Job Summary
Respond promptly to client requests regarding bonds, certificates, invoicing, and underwriting, resolving complex issues personally to ensure managerial-level service. Independently handle commercial account marketing, including new business placement, remarketing, and difficult risk placements, while negotiating capacity, rates, and commissions. Prepare and issue bid bonds, final bonds, and other documents accurately, and review contracts for onerous terms. Track account expiration dates, coordinate renewal plans, and collect outstanding premiums within 60 days. Mentor Team Support personnel through procedural training and assign tasks. Maintain agency management system data, invoicing records, and files in an organized manner.
Required Qualifications
- Bachelor's degree or equivalent education and related training
- Two (2) years of relevant Surety industry experience
- Appropriate insurance license(s)
- Strong client relations skills
- Excellent communication skills
- Service orientation
- Cooperative nature
- Tactfulness in resolving client and company problems
- Demonstrated proficiency in basic computer applications (e.g., Microsoft Office Suite)
- Ability to travel, occasionally overnight
- Able to work all scheduled hours, including overtime as directed by manager/supervisor and as required by business need
Desired Qualifications
- Advanced degree
- Certification in field of endeavor
- Experience with Requests for Proposal (RFPs)
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