Remote Surety Account Manager | Bonds & Client Retention

USI Insurance Services; Buffalo (NY); Remote; USD 65,000 - 95,000; Full time

Job summary

USI Insurance Services in Buffalo, NY is seeking an experienced Surety Specialist to manage and retain Commercial Lines Surety accounts, handling marketing, questions, and coverage reviews, in collaboration with Sales Executives.

You will work remotely with occasional travel to local offices for notaries/banks as needed, process bond submissions, issue bonds and endorsements, and support cross-selling opportunities.

Qualifications

• 2+ years of Commercial Property & Casualty Surety experience in an insurance agency.
• Must hold or be willing to obtain Property & Casualty insurance license.
• Notary license or willing to obtain within one year of hire (varies by office).

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.
• Help 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 Executives and Account Executives. Includes analysis of client needs, coverage forms, and quotations during the sales process.
• Provide technical expertise for cross-selling opportunities, account development, and execution of client requests.
• Capture, assist, design, and manage the service platform.
• Contribute information and ideas during client strategy meetings.
• Manage client renewal expirations and avoid any lapse in coverage.
• Responsible for marketing bond submissions to carriers. Includes preparing client applications and submitting to eligible and appropriate carriers. Ensure timely receipt of approvals, quotes, and bond delivery to clients.
• Delegate administrative client tasks to assigned Account Representatives.
• Respond to underwriters’ questions in a timely and professional manner.
• Adhere to Surety Best Practices. Includes written confirmation of new and renewal binding, execution of bond documents, changes to coverage, and other related items.
• Maintain a high degree of accuracy in agency management systems.
• Adhere to Surety Company’s granted Line of Authority.
• Maintain underwriting e-files. Maintain up-to-date financial files on active accounts and work-in-progress schedules. Request information as needed.
• Respond to accounting issues and make updates within prescribed timelines.
• Occasional in-person attendance at face-to-face client meetings.
• Keep informed on surety coverages, products, and industry changes.

Skills

Commercial Property & Casualty Surety

Notary license or willing

Property & Casualty license

Microsoft Office

Communication skills

Sagitta/ImageRight

Tools

Sagitta/ImageRight

Job description

USI Insurance Services in Buffalo, NY is seeking an experienced Surety Specialist to manage and retain Commercial Lines Surety accounts, handling marketing, questions, and coverage reviews, in collaboration with Sales Executives.

You will work remotely with occasional travel to local offices for notaries/banks as needed, process bond submissions, issue bonds and endorsements, and support cross-selling opportunities.