Surety Account Manager
Core
Manage and service a broad range of surety bond types, acting as a trusted advisor and primary point of contact for clients, client advisors, and surety company underwriters.
Role type
Surety Account Manager
Builds
Surety bonds (bid, final, subdivision, license, misc) and client service workflows
Domain
Insurance / Surety / Fintech
Deliverable
client delivery
Required skills
Surety bond expertise, Microsoft Office 365 proficiency, EPIC system experience, contract and bond form review, financial file management, bid preparation, premium audit processing, liaison communication
Preferred skills
Accounting experience within insurance and surety business
Technologies
EPIC, Microsoft Office 365
Responsibilities
Maintain and update client financial and bond files; Review Contracts and Bond forms to extract relevant information; Prepare bid & final bonds, subdivision bonds, license & misc bonds ensuring accuracy; Process final close-outs for premium audits; Act as liaison with surety companies and clients; Answer the telephone and respond to voice messages; Prepare routine/follow-up correspondence and overnight packages
Seniority
Individual Contributor, operational level