Bonds Account Manager
About The Position
Foundation Risk Partners is hiring a Surety Account Manager for its George Petersen Insurance team in the Santa Rosa Metro Region. The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and consistently meet service standards for execution, delivery, and retention. The role provides efficient, professional, and courteous service to clients 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 adhering to established policies and procedures. The position calls for actions that support positive experiences for customers and colleagues while identifying, assessing, managing, monitoring, and reporting risks within the agency’s risk appetite.
Requirements
- Active Property & 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 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/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 for new and existing Surety accounts, risk management, marketing support, and order entry.
- Execute transactions accurately and on time, 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.
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 policy starting at 18 days per year
- 10 paid holidays
- 2 floating holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
