Surety Bond Account Manager

The Jonus Group • Miami Lakes, FL

3d

About The Position

Surety Bond Account Manager Job Summary This role supports clients in identifying and fulfilling their surety bond needs. The position works closely with clients, producers, and surety representatives to manage the execution of various bond types and ensure accurate, timely processing.

Requirements

• Minimum of 3 years of experience in a professional office setting
• High school diploma or equivalent required
• Holds an active P&C (Property and Casualty) insurance license or willingness to obtain within an agreed timeframe
• Strong attention to detail and accuracy
• Ability to work independently while collaborating effectively with team members
• Excellent written and verbal communication skills
• Strong time management and prioritization abilities
• Ability to multitask and handle sensitive information with discretion
• Professional demeanor and positive attitude
• Strong organizational and basic math skills
• Self-starter with good team skills
• Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)

Nice To Haves

• Prior experience in surety bonds or insurance
• Background in bookkeeping or accounting
• Customer service experience in banking or insurance
• Paralegal experience
• College coursework or degree preferred
• Experience with agency management software preferred
• Familiarity with surety bonding platforms is a plus

Responsibilities

• Maintain and update client financial and bond files
• Review contracts and bond forms to extract relevant details
• Ensure accuracy of bid and final bond requests
• Prepare bid and final bonds
• Provide frequent status updates to clients
• Process final close-outs for premium audits
• Serve as liaison between clients and surety companies
• Assist producers and collaborate with team members
• Prepare routine and follow-up correspondence (electronic and paper)
• Draft and send communications
• Organize and file documents
• Prepare overnight packages and receipts
• Answer phone calls and respond to messages
• Assist with mailings and other administrative tasks as directed

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED