Account Manager - Surety Bonds

MountainOne Insurance Agency is seeking a full-time Account Manager professional to join its growing Surety Bond Department. Surety Bonds are common in construction and other industries to ensure specific work or obligations are adhered to by the performing company. We are seeking a friendly and proactive customer service professional to provide exceptional service in accordance with MountainOne’s customer service standards. The Account Manager will play a key role in the Surety Bond department by managing the day-to-day service needs of assigned surety clients. The Account Manager will work directly with clients, salespeople, and Surety Company representatives in handling the execution of all types of surety bonds. It is the responsibility of the Surety Account Manager to maintain a high level of industry knowledge to fully understand and professionally handle the clients’ needs.

Responsibilities

• Develop and maintain proactive communication with clients, producers, and surety underwriters.
• Act as the primary contact for general surety questions and service needs.
• Collect financial data from clients and maintain client financial underwriting files.
• Work with clients to gather underwriting information and coordinate with the Bonding Manager to present information to the surety company.
• Review contracts and bond forms and extract relevant information.
• Respond to underwriter and client requests for information.
• Prepare bid, final bonds, prequalification letters, and internal reports as necessary.
• Manage daily client needs including billing and billing issues, bond close-outs, and issuance of bonds as required.
• Visit client locations to deliver bonds.
• Frequent overnight mailing of bonds to locations throughout the United States.
• Other duties, responsibilities, and administrative support as assigned.