Remote Surety Account Manager - Client Success & Bond Pro

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

Benefits offered by this job

Paid time off 18 days per year

Bonus eligible 5%

Salary range $65,000 – $95,000

Health, dental, vision benefits

401(k) with company match

FSA/HSA options

Short/long-term disability

Life insurance

12 paid holidays

Job summary

USI Insurance Services is seeking a Remote Account Manager for the Surety team. The role focuses on proactive client service for Commercial Lines Surety clients, with training provided as needed.

The position requires residence in Colorado, Utah, or Wyoming and offers a salary range with performance incentives. The role involves coordinating bond underwriting, carrier approvals, and client communications, while supporting Sales Executives and Account Executives in developing and renewing

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.
• Comprehensive understanding of surety coverages, underwriting and rating concepts.
• Knowledge of bonds, bond market selection and issuance.
• Comfortable with internet-based programs and Microsoft Office.
• Ability to handle complex tasks in a fast-paced team environment.
• Set priorities and manage workflow for efficient processing.

Responsibilities

• Provide proactive, personalized support to assigned Commercial Lines Surety clients and maintain high retention.
• Facilitate signing of indemnity agreements and underwriting of bond requests; coordinate with carriers and clients.
• Seek carrier approvals for bonds outside lines of authority and issue bonds, riders, endorsements, and consents.
• Provide technical insurance expertise to Sales and Account Executives during the sales process.
• Support cross-selling, account development, and execution of client requests.
• Capture, design and manage the service platform; contribute in client strategy meetings.
• Manage renewal expirations and avoid coverage lapses.
• Market bond submissions to carriers and ensure timely approvals, quotes and delivery.
• Delegate administrative tasks to Account Representatives and respond to underwriters promptly.
• Adhere to Surety Best Practices and maintain up-to-date e-files and financials.
• Occasional in-person attendance at client meetings and stay informed on surety coverage changes.

Skills

Attention to detail

Customer service

Microsoft Office

Adaptability

Education

College degree preferred

Property & Casualty Insurance License

Notary license within 1 year

Tools

Sagitta

ImageRight

Microsoft Office

Job description

USI Insurance Services is seeking a Remote Account Manager for the Surety team. The role focuses on proactive client service for Commercial Lines Surety clients, with training provided as needed.

The position requires residence in Colorado, Utah, or Wyoming and offers a salary range with performance incentives. The role involves coordinating bond underwriting, carrier approvals, and client communications, while supporting Sales Executives and Account Executives in developing and renewing