Remote Surety Account Manager – Client Growth & Retention

USI Insurance Services; Mills (WY); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

PTO 18 days/year

Bonus eligible (5% target)

Healthcare benefits

401(k) with company match

12 paid holidays

Job summary

USI Insurance Services is seeking a Remote Account Manager for the Surety team. The role requires strong organization and client service skills, with training provided for Surety products. Candidates must reside in Colorado, Utah, or Wyoming and have 3–5 years of Commercial P&C Surety experience.

The position offers a bonus potential and a competitive benefits package, along with opportunities for growth within a national firm.

Qualifications

• 3–5 years of Commercial Property & Casualty Surety experience in an insurance agency.
• College degree preferred.
• Must hold or obtain a Property & Casualty insurance license.
• Must have or be willing to obtain a notary license within one year of hire (varies by office).
• Comfortable with internet-based programs and Microsoft Office.
• Knowledge of bonds, bond market selection and issuance.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines Surety clients; maintain 92% retention.
• Handle all aspects related to Commercial Lines Property & Casualty insurance as they relate 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 Executives and Account Executives, including 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 coverage lapses.
• Market bond submissions to carriers: prepare applications, submit and ensure timely approvals, quotes and delivery.
• Delegate administrative client tasks to Account Representatives.
• Respond to underwriters’ questions in a timely, professional manner.
• Adhere to Surety Best Practices: written confirmation of new and renewal binding, execution of bond documents, changes to coverage, and related items.
• Maintain accuracy in agency management systems.
• Follow Surety Company’s line of authority.
• Maintain underwriting e‑files and up‑to‑date financial files on active accounts and work‑in‑progress schedules; request information as needed.
• Respond to accounting issues and update within prescribed timelines.
• Occasional in‑person attendance at face‑to‑face client meetings.
• Stay informed on surety coverages, products and industry changes.

Skills

Client service

Organizational skills

Attention to detail

Microsoft Office

Communication

Surety knowledge

Education

College degree preferred

Tools

Sagitta

ImageRight

Job description

USI Insurance Services is seeking a Remote Account Manager for the Surety team. The role requires strong organization and client service skills, with training provided for Surety products. Candidates must reside in Colorado, Utah, or Wyoming and have 3–5 years of Commercial P&C Surety experience.

The position offers a bonus potential and a competitive benefits package, along with opportunities for growth within a national firm.