AssuredPartners

Surety Account Representative - CL

Job ID
2021-7472
# of Openings
1
Category
Commercial Lines Service
Office Location
39 N Duke St
Location : Location
US-PA-Lancaster

Overview

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

 

Summary:

The Surety Account Manager is responsible for creating and maintaining relationships with all surety clients and underwriters, servicing and invoicing their contract and miscellaneous needs, and obtaining current financial and other pertinent information for the surety company. Also, is responsible for executing bid, performance, payments and other bonds in a timely manner which is consistent with state and federal laws, company policies and procedures. Providing sales support at the direction of the Producer or Account Executive. This includes assisting in selling and marketing in coordination with all Agency personnel involved in new or existing business. This is not a direct sales position.

Responsibilities

Essential Duties and Responsibilities:

  • Executes all bid, performance, payment, and miscellaneous bonds. 
  • Handles all general correspondence and maintain a working relationship with clients and underwriters. 
  • Keeps all information pertaining to financial year end statements, interim statements, bank lines of credit, insurance certificates, and personal financial statements for owners up-to-date.
  • Executes indemnity agreements.
  • Invoices all bonds. 
  • Manages renewal of all miscellaneous surety bonds and contract surety bonds.
  • Maintains proper records in both paper and electronic forms.
  • Works with other Surety Account Managers to develop company-wide surety procedures and establish practical surety policies.

Qualifications

Minimum Qualifications, Education and/or Experience:

  • To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.                                      
  • High school diploma or general education degree (GED); or one year related experience and/or training; or equivalent combination of education and experience.

Certificates, Licenses, Registrations:

All applicable insurance licenses.

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