Bonds Account Manager

Foundation Risk Partners; Santa Rosa (CA); On-site; USD 95,000 - 110,000; Full time

Job summary

Foundation Risk Partners in Santa Rosa, CA, is seeking a Surety Account Manager to join the George Petersen Insurance team. The role focuses on Surety bond requirements, client service, renewal workflows, and risk management within commercial lines.

You will process bond requests, prepare documentation, and educate partners on compliance and internal processes while maintaining strong client relationships and accurate records.

Qualifications

• Active California P&C license required.
• 5+ years of industry experience with Surety and Commercial Lines.
• Experience with Epic agency management system required.
• Surplus/excess lines experience required.

Responsibilities

• Provide daily administrative support for Surety accounts, including renewal information.
• Process Surety bond requests, endorsements, certificates of insurance, and related duties.
• Handle operational tasks for new/existing Surety accounts and risk management.
• Ensure timely execution of transactions and maintain documentation to standards.
• Communicate with clients regularly about bond and insurance matters.
• Educate business partners on Surety products and compliance requirements.
• Invoice accounts and process premiums as required.
• Maintain client files and prepare renewal questionnaires.

Skills

Independent work

Organizational skills

Verbal and written communication

Negotiation skills

Education

P&C license CA

5+ years industry experience

Surplus/excess lines experience

Tools

Epic agency management system

Job description

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Surety Account Manager to their George Petersen Insurance team in Santa Rosa Metro Region.

Job Summary:

The Commercial Lines Account Manager - Suretyworks collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance.

The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency's risk appetite, the Account Manager achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential Functions:

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).
• Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
• Handle operational tasks related to new/existing Surety accounts, risk management, marketing support, and order entry.
• Ensure timely and accurate execution of transactions and maintain documentation to agency standards.
• Communicate with clients regularly to keep them informed about bond and insurance matters.
• Educate andcoach 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 prior to renewal for proactive customer contact and improved retention.
• Update client information in the agency system according to department procedures.

Competencies & Qualifications:

• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively

Education & Experience:

• Active P&C Licensein the State of California (required)
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system(required)
• Surplus/excess lines experience (required)

This range represents the estimated low and high end of the salary range for this position. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience. The range listed is just one component of FRP's total compensation package for employees.

Pay Transparency Range

$95,000 - $110,000 USD

Disclaimer:

While this job description is intended to be an accurate reflection of the job requirements, management reserves the right to modify, add, or remove duties from particular jobs and to assign other duties as necessary.

Equal Employment Opportunity (EEO):

FRP provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or any other classifications protected by law.

FRP offers a comprehensive range of health-related benefit options including medical, vision, and dental. We offer a 401(k) with company match, company paid life insurance, STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays!

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey.Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiringprocess or thereafter. Any information that you do provide will be recorded and maintained in aconfidential file.

As set forth in Foundation Risk Partners's Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.