Surety Bonds Account Manager

JAMES A SCOTT & SON INC•Roanoke, VA

22h•Hybrid

About The Position

Scott Insurance, a leader with 160 years of experience, specializes in creating customized strategies and innovative programs for mid-market companies. They offer a range of solutions including property & casualty, employee benefits, captive insurance, and surety bonds, alongside personal risk services. As an employee-owned company and one of the largest independent agencies in the Southeast, Scott Insurance has a strong team-centric culture and excellent benefits. They are recognized as a Best Practices Agency and consistently ranked among the top agencies nationally. With nine offices across North Carolina, South Carolina, Tennessee, and Virginia, Scott Insurance fosters an entrepreneurial spirit and out-of-the-box thinking to deliver world-class service. This role is for a Surety Bonds Account Manager, based in Richmond (VA), Roanoke (VA), or Lynchburg (VA), and is ideal for someone who thrives in a dynamic environment that rewards excellence and encourages entrepreneurial thinking. Initially, the position will be on-site, with the potential for a hybrid schedule (3 days in-office, 2 days remote) after training completion.

Requirements

2+ years of surety bond experience and a general working knowledge of bookkeeping principles.
Valid Property and Casualty insurance license or the ability to obtain a license within 90 days of employment.
A proven ability to handle sensitive information and maintain a high level of confidentiality.
Strong organization/communication skills – including the ability to develop relationships and effectively communicate with internal and external stakeholders.
Experience effectively managing multiple tasks and making decisions with limited oversight.
Proficient with Microsoft Suite (MS Office - Word, Excel, Outlook, and Foxit).

Nice To Haves

BA/BS degree (preferred) or equivalent combination of education and work experience.

Responsibilities

Prepare and issue various types of contract and commercial bonds.
Prepare consents of surety, riders, bond ability letters and other documents requested by clients + prepare indemnity agreements and bond applications.
Maintain accurate files in agency management system and surety software.
Collect specific financial, legal and other pertinent customer information.
Evaluate information and calculate risk based on established criteria.
Coordinate receipt of underwriting information as to keep client files current.
Confirm bonds are issued in compliance with lines of authority or submit bonds for surety approval.
Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact clients on aged receivables.
Other duties as assigned.