Surety Account Manager

Exciting opportunity to join our growing Surety team as a Remote Account Manager! We're seeking a highly organized, detail-oriented professional who enjoys collaborating with others and delivering exceptional client service. Prior Surety experience is preferred but not required, as we are committed to training the right candidate. If you're looking for a supportive team environment, long-term career growth, and the flexibility of remote work while staying closely connected with your colleagues, we'd love to hear from you. Candidates must reside in Colorado, Utah, or Wyoming.

General Description: Responsible for the management and retention of assigned Commercial Lines Surety insurance client accounts. Activities include new and renewal marketing, fielding questions and requests, and coverage review. Assist Sales Executives and Account Executives.

• Provide proactive, personalized support to assigned Commercial Lines Surety clients. Maintain 92% retention of client accounts.
• Handle all aspects of Commercial Lines Property & Casualty insurance as related to Surety.
• Help facilitate client signing of indemnity agreements, underwriting process of bond requests, and communication between carrier and client.
• Seek carrier approval for bonds outside lines of authority.
• Issue bonds, riders, endorsements, and consents.
• Provide insurance technical expertise to Sales Executives and Account Executives. Includes analysis of client needs, coverage forms, and quotations during the sales process.
• Provide technical expertise for cross-selling opportunities, account development, and execution of client requests.
• Capture, assist, design, and manage the service platform.
• Contribute information and ideas during client strategy meetings.
• Manage client renewal expirations and avoid any lapse in coverage.
• Responsible for marketing bond submissions to carriers. Includes preparing client applications and submitting to eligible and appropriate carriers. Ensure timely receipt of approvals, quotes, and bond delivery to clients.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Adhere to Surety Best Practices. Includes written confirmation of new and renewal binding, execution of bond documents, changes to coverage, and other related items.
• Maintain a high degree of accuracy in agency management systems.
• Adhere to Surety Company’s granted Line of Authority.
• Maintain underwriting e-files. Maintain up-to-date financial files on active accounts and work-in-progress schedules. Request information as needed.
• Respond to accounting issues and make updates within prescribed timelines.
• Occasional in-person attendance at face-to-face client meetings.
• Keep informed on surety coverages, products, and industry changes.

Knowledge, Skills and Abilities:

• 3-5 years of Commercial Property & Casualty Surety experience in an insurance Agency.
• Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
• Knowledge of bonds, bond market selection, and bond issuance required.
• Must hold or obtain Property & Casualty insurance license.
• Must have notary license or willing to obtain within one year of hire (varies by office).
• Comfortable with internet-based programs and Microsoft Office products.
• Knowledge of Sagitta/ImageRight preferred but not required.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Ability to work in a fast-paced, team environment with minimal instruction.
• Sets priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as 12 paid holidays.

This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.

This is a bonus eligible position with a target incentive of 5%.