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Surety Account Manager


KY - Louisville, OH - Cincinnati, OH - Dublin

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General Description:

Specific knowledge of bonds, bond market selection and bond issuance are required in this position. Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.


• Maintain 92% retention of Client Accounts.

• Provide technical expertise (knowledge of surety coverages and products, staying abreast on industry updates and changes) to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business.

• Provide technical expertise (knowledge of surety coverage and products, staying abreast on industry updates and changes) with service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.

• Capture, assist, design and manage the service platform.

• Handle all aspects of Commercial Lines Property & Casualty Insurance as related to surety, including but limited to facilitate indemnity agreements, underwriting process and communication between carrier and client, seek carrier approval for bonds outside lines of authority, issue bonds, riders, endorsements and consents. Occasional outside service visits, to the client, may be required.

• Contribute information and ideas during strategy meetings.

• Maintain renewal expirations, avoid any lapse in coverage.

• Responsible for marketing submissions to carriers, including application preparation and other pertinent information for professional, quality new and renewal submissions. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of approvals, quotes and bonds.

• Respond to underwriter’s questions in a timely and professional manner.

• Adhere to Surety Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.

• Maintain a high degree of accuracy in agency management and document management systems. Adhere to Imageright workflows.

• Immediately forward any claim notices to the appropriate person at the carrier while simultaneously notifying the Producer; facilitate prompt response from carrier.

• Adhere to Surety Company’s granted Line of Authority.

• Direct work to Surety Account Representatives.

• Maintain underwriting e-files. Maintain up-to-date financial files on active accounts, work-inprogress schedules, requesting information when appropriate.

• Respond to Accounting issues making appropriate adjustments/corrections within the prescribed timelines. Review accounts receivable and monitor this on a regular basis. Contact client for payment where necessary. Keep Surety Team Leader/Producers informed of items over 60 days.

• Other projects or duties, as needed.

Knowledge, Skills and Abilities:

• 3-5 years’ experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding Surety coverages, underwriting and rating concepts.

• High School Graduate. College degree preferred, but not required.

• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

• Notary License required or obtain within first year of employment (varies by office).

• Ability to carry out complex tasks with many concrete and abstract variables.

• Must be comfortable with internet-based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.

• Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.

• Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

• Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.

• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.

• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.


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