Bond Account Manager

• HSA and FSA
• Health insurance
• Paid time off
• Parental leave
• Training & development
• Vision insurance
• Wellness resources
• 401(k)
• Competitive salary
• Dental insurance
• Donation matching
• Employee discounts

• Foster and maintain client relationships by providing timely and accurate follow-up bond support quotations and general account service. Address client needs promptly and professionally.
• Respond to customer inquiries regarding surety bonds bond requirements underwriting information and account status.
• Communicate bond approvals underwriting requirements changes cancellations riders renewals and other account updates to clients and Producers.
• Work with new and existing clients or support the Producer to understand bonding needs gather required information prepare submissions coordinate approvals and facilitate the issuance and delivery of bonds.
• Support account retention and new business opportunities by maintaining strong relationships with clients Producers underwriters and surety company representatives.

• Assist the Producer as needed with new bond requests renewal bond accounts bid bonds performance and payment bonds commercial bonds and other surety-related transactions.
• Prepare process issue and deliver bonds and related documents accurately and in accordance with agency procedures and surety guidelines.
• Review client bonding needs account changes and underwriting information to help ensure appropriate bond placement and timely service.
• Prepare and send renewal notices bond correspondence invoices and other communications to clients Producers carriers and surety partners.

• Use support tools electronic tasks activity reports expiration reports and agency management systems to maintain an organized and effective workstation.
• Document client Producer carrier and surety communications including inquiries underwriting requirements approvals changes and action steps taken.
• Maintain accurate records bond files account documentation billing details and correspondence according to Agency standards ensuring procedures are properly followed and information is readily accessible.
• Collaborate with team members to answer questions resolve service issues monitor outstanding items and participate in formal and informal meetings as needed.

• Understanding of surety bonds bonding processes underwriting requirements agency procedures and related insurance products.

• Hold current and valid Property and Casualty Insurance license or be able to obtain one within 6 months of accepting the position.
• Possess above average computer skills; existing proficiency is strongly preferred in agency management systems surety carrier platforms ImageRight Excel Word and Outlook.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race color religion sex national origin disability status protected veteran status or any other characteristic protected by law.

This agency is independently owned and operated. Your application will go directly to the agency and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.