Bond Account Manager

Correll Insurance Group•Columbia, SC

6h•Onsite

About The Position

The Bonds Account Manager will provide a moderate to high level of sales support to Producers and customer service to clients for surety and bond-related accounts. The position requires a significant degree of independent judgment, attention to detail, and discretion to meet service expectations, coordinate bond transactions, and support account retention and growth. The Bonds Account Manager will assist with new and renewal bond business, manage day-to-day service needs, maintain accurate account documentation, and serve as a primary point of contact for clients, Producers, carriers, and surety company representatives.

Requirements

Hold current and valid Property and Casualty Insurance license or be able to obtain one within 6 months of accepting the position.
Possess above average computer skills; existing proficiency is strongly preferred in agency management systems, surety carrier platforms, ImageRight, Excel, Word, and Outlook.

Responsibilities

Foster and maintain client relationships by providing timely and accurate follow-up, bond support, quotations, and general account service.
Respond to customer inquiries regarding surety bonds, bond requirements, underwriting information, and account status.
Communicate bond approvals, underwriting requirements, changes, cancellations, riders, renewals, and other account updates to clients and Producers.
Work with new and existing clients, or support the Producer, to understand bonding needs, gather required information, prepare submissions, coordinate approvals, and facilitate the issuance and delivery of bonds.
Support account retention and new business opportunities by maintaining strong relationships with clients, Producers, underwriters, and surety company representatives.
Assist the Producer as needed with new bond requests, renewal bond accounts, bid bonds, performance and payment bonds, commercial bonds, and other surety-related transactions.
Prepare, process, issue, and deliver bonds and related documents accurately and in accordance with agency procedures and surety guidelines.
Review client bonding needs, account changes, and underwriting information to help ensure appropriate bond placement and timely service.
Prepare and send renewal notices, bond correspondence, invoices, and other communications to clients, Producers, carriers, and surety partners.
Use support tools, electronic tasks, activity reports, expiration reports, and agency management systems to maintain an organized and effective workstation.
Document client, Producer, carrier, and surety communications, including inquiries, underwriting requirements, approvals, changes, and action steps taken.
Maintain accurate records, bond files, account documentation, billing details, and correspondence according to Agency standards, ensuring procedures are properly followed and information is readily accessible.
Collaborate with team members to answer questions, resolve service issues, monitor outstanding items, and participate in formal and informal meetings as needed.
Understanding of surety bonds, bonding processes, underwriting requirements, agency procedures, and related insurance products.