Bonds Account Manager

The role

The Commercial Lines Account Manager – Surety works with the team to deliver customer service and ensure service standards are met. This role provides service to clients via phone, email, and in person with a focus on Surety bond requirements and compliance.

What you will do

• Provide daily administrative support for Surety accounts.
• Gather and prepare renewal information including loss runs, financial statements, and experience mod worksheets.
• Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, and cancellations.
• Handle operational tasks related to new and existing Surety accounts, risk management, marketing support, and order entry.
• Ensure timely and accurate execution of transactions and maintain documentation.
• Communicate with clients regularly to keep them informed about bond and insurance matters.
• Educate and coach business partners on Surety products, compliance requirements, and operational processes.
• Invoice applicable accounts and process premiums.
• Maintain current files and prepare policy renewal questionnaires.
• Review expiration lists prior to renewal for proactive customer contact.

Required qualifications

• Active P&C License in the State of California
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system
• Surplus/excess lines experience
• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Intermediate computer skills (Microsoft Word, Excel, PowerPoint)
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively

Benefits

• Medical
• Vision
• Dental
• 401(k) with company match
• Company paid life insurance
• STD
• LTD
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

About the company

Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.