Remote Surety Account Manager | Bond & Client Growth

USI Insurance Services

Needham (MA)

Remote

USD 65,000 - 85,000

Full time

3 days ago
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Job summary

USI Insurance Services in Needham, MA is seeking a dedicatedSurety account manager to oversee Commercial Lines Surety client accounts. You will handle new and renewal marketing, respond to client questions, and support coverage reviews alongside Sales and Account Executives.

Responsibilities include issuing bonds, processing underwriting, facilitating indemnity agreements, and coordinating with carriers to obtain approvals and quotes. Travel to local offices as needed.

Qualifications

  • 2+ years in Commercial Property & Casualty Surety in an agency
  • College degree preferred
  • Knowledge of bonds, underwiring and bond issuance
  • Must hold or be willing to obtain P&C license and notary license within a year

Responsibilities

  • Provide proactive, personalized support to assigned Commercial Lines Surety clients; target high retention
  • Manage marketing for new and renewal bonds; coordinate with carriers and clients
  • Facilitate indemnity agreements, underwriting for bond requests, and carrier communication
  • Issue bonds, riders, endorsements, and consents; seek approvals outside lines of authority
  • Support cross-selling, account development, and client requests; respond to underwriters

Skills

Commercial Lines Surety
Client retention
Underwriting process
Bond submissions
MS Office
Notary license (willing)

Education

College degree preferred

Tools

Sagitta
ImageRight

Job description

USI Insurance Services in Needham, MA is seeking a dedicatedSurety account manager to oversee Commercial Lines Surety client accounts. You will handle new and renewal marketing, respond to client questions, and support coverage reviews alongside Sales and Account Executives.

Responsibilities include issuing bonds, processing underwriting, facilitating indemnity agreements, and coordinating with carriers to obtain approvals and quotes. Travel to local offices as needed.

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