Account Manager, Surety & Bonds
Salt Lake City, UT
Full Time
Experienced
Position Title: Surety Bonds Jr. Account Manager
Classification: Non-exempt
Reports To: Team Lead
Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $20 to $26/hr., DOE, full-time with benefits
What We Offer:
Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary:
The Surety Bond Account Manager is responsible for independently managing the daily needs of multiple clients and client advisors, ensuring seamless communication through email and phone. The role requires proficiency in processing various bonds such as bid bonds, performance/payment bonds, and license bonds, as well as handling Agent of Record Letters, renewals, riders, consents of surety, and invoicing without supervision. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
Essential Duties and Responsibilities:
Qualifications:
Education and Experience:
Required Job Skills:
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
Classification: Non-exempt
Reports To: Team Lead
Hours: Full Time (40 hours/week)
Location: Salt Lake Office
Compensation: $20 to $26/hr., DOE, full-time with benefits
What We Offer:
Comprehensive Health Coverage: Medical, Dental, and Vision insurance plans to keep you and your family covered.
Health Accounts: Access to Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) to give you flexibility and control with pre-tax incentives
Retirement Planning: A robust company match on retirement contributions, with 100% vesting after just 2 years.
Paid Parental Leave: Generous time off for new parents, because growing your family shouldn’t mean sacrificing your career.
Mental Health Support: Company-paid mental health resources as part of our holistic approach to employee wellness.
Wellness Matters: Ongoing initiatives and tools to support your physical, emotional, and financial well-being.
Work Life Integration: We believe that success isn’t just measured at the office—it’s about thriving in all aspects of life. That’s why we prioritize a healthy work-life balance with hybrid WFH schedules, supportive leadership, and a culture that respects your time.
Professional Development: We encourage continued education and earning insurance designations by not only paying the fees but also giving bonuses to reward you!
Position Summary:
The Surety Bond Account Manager is responsible for independently managing the daily needs of multiple clients and client advisors, ensuring seamless communication through email and phone. The role requires proficiency in processing various bonds such as bid bonds, performance/payment bonds, and license bonds, as well as handling Agent of Record Letters, renewals, riders, consents of surety, and invoicing without supervision. The ideal candidate will have strong organizational skills, attention to detail, and the ability to work both independently and as part of a team.
Essential Duties and Responsibilities:
- Able to handle day to day needs of multiple clients and/or client advisors (including email and phone conversations) independently.
- Able to process bid bonds, performance/payment bonds, and license bonds without assistance.
- Able to process Agent of Record Letters, renewals, riders, consents of surety, and invoicing without assistance.
- Able to follow for payment from clients (non-pays)
- Able to maintain proper documentation and work flow in Epic (agency management system).
- Have a working relationship with Surety Underwriters including ability to discuss and solve issues.
- Ability to determine the differences in financial statement presentations.
- Able to review Construction Contracts for pertinent information.
- Knowledge of the different types of bond coverages/obligations and experience with placing bonds.
- Able to communicate with the bond team and work in tandem on larger, more difficult requests.
- Proficient in Excel, Word & Adobe Acrobat
- Good time management and organizational skills.
Qualifications:
Education and Experience:
- 4-year college degree preferred, High School Degree or GED
- 1 to 5 years in the insurance industry required
- Agent Property/Casualty License
- Power of Attorney for all Sureties
- Completed surety schooling with either William Angell Surety School or other
Required Job Skills:
- Excellent communication skills, including listening, speaking and writing
- Exceptional interpersonal skills: professional, personable and able to interact effectively with others and to respond appropriately in stressful situation and under deadlines.
- Ability to work well with others in a team environment
- Strong analytical and problem-solving skills
- Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
- Dependability and promptness
- Good organizational and time-management skills
- Must be a self-starter and work well with moderate supervision
Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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