Account Manager - Bond & Specialty Insurance - Commercial Surety
Core
Process insurance applications, manage bond products, and support underwriting teams for moderate complexity assignments in the surety and management liability sectors.
Role type
Account Manager (Surety & Management Liability)
Builds
Bond products, policy documents, and underwriting leads for internal teams
Domain
Insurance (Property Casualty, Surety, Management Liability)
Required skills
Surety experience, insurance terms knowledge, underwriting instructions understanding, MS Office (Word, Excel, Outlook), data reporting (Credit, Guidestar, Westlaw, ERISA)
Preferred skills
Joint venture processing, co-surety management, extended time/warranty provisions, deviated commission scales, audit support, QAP forms management
Technologies
Vault, EFC, Polaris, MS Office
Responsibilities
Pre-quote and post-bind underwriting activities, book and issue bonds, pull prospect lists for underwriting teams, scrub and distribute new business leads, process cancellations and mid-term changes, follow up on non-pays and delinquency, manage final contract price reports, handle new business involving joint ventures and co-sureties
Seniority
Entry to Mid-level, hands-on IC