Surety Account Manager
Core
Serve as a primary point of contact for clients to manage surety bond programs, including inquiries, contract documents, billing, and bond execution.
Role type
Surety Account Manager
Builds
Client bond programs and transactional activities for businesses and individuals
Domain
Insurance / Surety / Fintech
Deliverable
client delivery
Required skills
surety bond administration, client relationship management, contract document preparation, billing processing, data management in agency systems, arithmetic concepts, Microsoft Office proficiency
Preferred skills
brokerage experience, underwriting experience
Responsibilities
Respond to bond-related inquiries and requests, coordinate with surety carriers to manage transactions, prepare client-specific documentation, process bond-related billing transactions, maintain electronic client files, manage multiple priorities in a deadline-driven environment
Seniority
Mid-level, hands-on IC