Bonds Account Manager

Foundation Risk Partners • Santa Rosa, CA

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About The Position

Foundation Risk Partners is adding a Surety Account Manager to its George Petersen Insurance team in the Santa Rosa Metro Region. The Commercial Lines Account Manager – Surety works collaboratively with the team to provide exceptional customer service and consistently meet service standards for execution, delivery, and retention. The role provides efficient, professional, and courteous service by phone, email, and in person, with a focus on Surety bond requirements and compliance.

The Account Manager manages risk by exchanging ideas, elevating concerns, and following established policies and procedures. The position requires a commitment to doing the right thing for customers and colleagues and creating a positive client experience. Within the agency’s risk appetite, the Account Manager identifies, assesses, manages, monitors, and reports risks.

The position provides administrative and operational support for Surety accounts, processes bond and insurance transactions, maintains accurate files and agency-system records, communicates with clients, and supports renewals, retention, marketing, and risk management. The stated salary range is $95,000–$110,000 USD.

Requirements

• Active Property and Casualty license in California.
• At least 5 years of industry experience, with a strong background in Surety and Commercial Lines.
• Experience with the Epic agency management system.
• Surplus/excess lines experience.
• Ability to work independently with limited supervision.
• Strong organizational skills, including the ability to prioritize and manage multiple tasks.
• Intermediate computer skills, including Microsoft Word, Excel, and PowerPoint.
• Excellent verbal and written communication and negotiation skills.
• Ability to follow written and oral instructions and resolve client and vendor issues effectively.

Responsibilities

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information such as loss runs, financial statements, and experience modification worksheets.
• Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
• 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 to agency standards.
• Communicate regularly with clients about bond and insurance matters.
• Educate and coach business partners on Surety products, compliance requirements, and operational processes.
• Invoice applicable accounts and process premiums as required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements where appropriate.
• Review expiration lists before renewal to support proactive customer contact and retention.
• Update client information in the agency system according to department procedures.
• Manage risk by exchanging ideas, elevating concerns, and following established policies and procedures.
• Identify, assess, manage, monitor, and report risks within the agency’s risk appetite.

Benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k) with company match
• Company-paid life insurance
• Short-term disability insurance
• Long-term disability insurance
• PTO starting at 18 days per year
• 10 paid holidays
• 2 floating holidays

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed