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)
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
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