Remote Surety Account Manager | Bonding & Client Retention

USI Insurance Services; South Portland (ME); Remote; USD 65,000 - 85,000; Full time

Job summary

USI Insurance Services is seeking a Commercial Lines Surety Specialist to manage and retain assigned client accounts, handle bond submissions, and provide underwriting support for Commercial Lines Property & Casualty needs.

You will collaborate with Sales Executives and Account Executives, maintain high retention, and ensure timely bond delivery and approvals across carriers. A license in Property & Casualty is required or willingness to obtain; notary license is a plus.

Qualifications

• 2+ years of Commercial Property & Casualty Surety experience in an insurance Agency.
• College degree preferred.
• Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
• Knowledge of bonds, bond market selection, and bond issuance required.
• Must hold or BE WILLING TO obtain Property & Casualty insurance license.
• Notary license or willing to obtain within one year of hire.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines Surety clients. Maintain 92% retention of client accounts.
• Handle all aspects of Commercial Lines Property & Casualty insurance as related to Surety.
• Facilitate client signing of indemnity agreements, underwriting process of bond requests, and communication between carrier and client.
• Seek carrier approval for bonds outside lines of authority; issue bonds, riders, endorsements, and consents.
• Provide insurance technical expertise to Sales and Account Executives; analyze client needs, coverage forms, and quotations.
• Capture, assist, design, and manage the service platform; contribute information during client strategy meetings.

Skills

Commercial Lines Surety

Licensing: Property & Casualty

Notary license or willingness to get

Microsoft Office

Bond underwriting knowledge

Education

College degree preferred

Tools

Sagitta

ImageRight

Microsoft Office

Job description

USI Insurance Services is seeking a Commercial Lines Surety Specialist to manage and retain assigned client accounts, handle bond submissions, and provide underwriting support for Commercial Lines Property & Casualty needs.

You will collaborate with Sales Executives and Account Executives, maintain high retention, and ensure timely bond delivery and approvals across carriers. A license in Property & Casualty is required or willingness to obtain; notary license is a plus.