Account Manager Surety Bonds
Account Manager Surety Bonds
Posted on :
04-10-2025
Employer Active
1 Vacancy
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Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
04-10-2025
Job Description
Summary
World Insurance Associates is a unique insurance organization offering top products and services from major providers combined with attentive service from local agents.
Founded in 2011 World is one of fastest-growing top 25 insurance brokers in the U.S. We specialize in personal and commercial insurance lines surety and bonding employee benefits financial and retirement services and human capital management solutions.
Surety Bonds Account ManagerPosition Overview
Services clients as assigned in accordance with Agency guidelines providing a high level of customer service while achieving the clients surety objectives. Develop build and maintain a strong business relationship with both clients and surety underwriters. Demonstrate integrity in all dealings with clients sureties and colleagues. Achieves agency objectives for placement of business account development and retention.
Primary Responsibilities
Qualifications
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-KS1
World Insurance Associates is a unique insurance organization offering top products and services from major providers combined with attentive service from local agents.
Founded in 2011 World is one of fastest-growing top 25 insurance brokers in the U.S. We specialize in personal and commercial insurance lines surety and bonding employee benefits financial and retirement services and human capital management solutions.
Surety Bonds Account Manager
Services clients as assigned in accordance with Agency guidelines providing a high level of customer service while achieving the clients surety objectives. Develop build and maintain a strong business relationship with both clients and surety underwriters. Demonstrate integrity in all dealings with clients sureties and colleagues. Achieves agency objectives for placement of business account development and retention.
Primary Responsibilities
- Obtain surety approval for and process and issue various surety bond requests (bid performance & payment commercial bonds) for current and new customers per the agencys surety workflows
- Transact and issue new surety business and renewals in the agencys operating systems (EPIC and Erlon)
- Use of surety online platforms to apply for and issue bonds
- Maintain 60-90 day lead time on bond renewals
- Assist with accounts receivable calls to collect past due premiums
- Assist with new business submissions from clients; determine appropriate sureties for requests to obtain the best program/rate for clients
- Analyze surety requirements in relation to clients financial and credit strength (ability to recommend/suggest surety parameters such as single/aggregate bonding limits and premium rates)
- Basic knowledge of client financial statements and work on hand schedules
- Establish in-house lines of authority on behalf of clients; Obtain bond approvals from company underwriters exceeding the clients surety bond program
- Attend client/surety meetings to establish or renew surety program based on analyzed financial statements
- Attend surety underwriter meetings to discuss new bond program opportunities and client needs within commercial surety market
- Attend surety company and/or association events
- Record bond claims and notify the appropriate underwriter
- Able to perform all duties of the associate account manager role as needed
Qualifications
- Competencies:Optimal performance in this position requires the ability to demonstrate the following:
- Analytical:Collect & research required data; utilize knowledge & experience to process data.
- Problem Solve:Demonstrate ability to identify & resolve issues/challenges in a timely manner; Gather & analyze data in order to provide alternate solutions as well as display ability to work well within a group to provide resolutions.
- Interpersonal Skills: Maintains a positive attitude and develops strong rapport with team; Remains open to others ideas.
- Professionalism:Professional conduct is expected & required at all times.
- Written Communication:Display ability to write clearly and informatively; edit work for spelling and grammar; Varies writing style to meet needs of client; Able to read and interpret written information.
- Teamwork:Display ability to balance team and individual responsibilities; Exhibit objectivity and openness to others views; Provide & welcome feedback; Contribute to building a positive team spirit; Display ability to help build morale & group commitment to goals. Supportive of team efforts to success of team above own interests.
- Quality Management:Look for ways to improve and promote quality; ability to demonstrate accuracy & thoroughness.
- Planning/Organizing:Prioritize & plan work activities Use time efficiently; plan for additional resources.
- Attendance/Punctuality:Commitment to consistent punctuality for being at work & meetings on time.
- Dependability:Display ability to follow instruction respond to management direction; Takes responsibility for own actions; Keep commitments; Commitment to putting in necessary time to reach and complete work goals. Complete tasks on time or in absence plan and notify appropriate individual with alternate plan in a timely manner.
- Comprehensive Skills:Display the ability to read & interpret documents such as contracts and agreements.
- Reasoning Ability:Display ability to apply common sense understanding to carry out instructions furnished in written or verbal form. Display ability to deal with issues involving multiple variables.
- Business Acumen:Display ability to calculate figures interest commissions & percentages. Knowledge of carrier on-line rating web sites.
- Leadership:Ability to motivate team to consistently achieve quantitative and qualitative company objectives.
- Education and/or Experience:Associates degree (A. A.) or equivalent from two-year College or technical school Two years related experience and/or training; or equivalent combination of education and experience. Insurance License required
- Computer Skills:Knowledge of Applied Preferred Database software; Excel Spreadsheet software and Word processing software.
- Certificates Licenses Registrations:Active P&C License
Equal Employment Opportunity
At World Insurance Associates (WIA) we celebrate and support our differences. We know employing a team rich in diverse thoughts experiences and opinions allows our employees our products and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race color ancestry religion sex national orientation age citizenship marital status disability gender identity sexual orientation or Veteran addition WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability unless the accommodation would impose an undue hardship on the operation of our business
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered Worlds property and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting Worlds Human Resources Talent Department.
#LI-KS1
Required Experience:
Manager
Employment Type
Full-Time
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