Commercial Lines Account Manager - Bonds
Core
Managing a portfolio of commercial insurance accounts and surety/financial bonds, serving as the primary point of contact for clients and carriers.
Role type
Commercial Lines Account Manager (Insurance Broker)
Builds
Commercial insurance policies, surety bonds, and certificates of insurance for business clients.
Domain
Insurance brokerage (Property & Casualty, Surety, Financial Bonds)
Required skills
Commercial insurance account management, client relationship management, policy and renewal processing, certificate issuance, carrier coordination, compliance management, multi-priority management
Preferred skills
Surety and financial bond knowledge, Agency Management Systems proficiency
Technologies
Agency Management Systems, Microsoft Office
Responsibilities
Manage and maintain an assigned book of Commercial Insurance accounts; Serve as the primary point of contact for clients regarding insurance servicing needs; Review policies and endorsements for accuracy; Process policy changes, endorsements, cancellations, and reinstatements; Prepare and issue certificates of insurance; Coordinate with insurance carriers to resolve policy and service issues.
Seniority
Mid-level, hands-on IC