Surety Account Manager — Bond Services & Client Success

Socket.dev; Hartford (CT); On-site; USD 65,000 - 90,000; Full time

Job summary

Socket.dev in Hartford, CT is seeking a Surety Specialist to provide top-tier client service in bonding and surety coordination. You will service accounts, respond to inquiries, and maintain meticulous documentation throughout the bond lifecycle.

The role involves processing billings, supporting new bond implementations, and collaborating with producers and accounting to resolve discrepancies and ensure accurate premium handling. Strong communication and proactive problem-solving are essential.

Qualifications

• Experience servicing, supporting and coordinating client accounts in insurance or surety, with a focus on bond products.
• Ability to research industry regulations and stay informed on bond/surety developments.
• Proactive self-direction and ability to prioritize tasks in a fast-paced environment.

Responsibilities

• Service and coordinate client bond accounts, ensuring accuracy and timely responses.
• Respond to client inquiries and maintain documentation of communications and issue resolutions.
• Process billing activities and collaborate with accounting for discrepancies or collections.
• Prepare and send compliance communications and update client information in the data system.
• Support implementation of new bonds, gathering documentation and reviewing details with clients and sureties.

Skills

Customer service

Relationship building

Data entry

Communication

Critical thinking

Job description

Socket.dev in Hartford, CT is seeking a Surety Specialist to provide top-tier client service in bonding and surety coordination. You will service accounts, respond to inquiries, and maintain meticulous documentation throughout the bond lifecycle.

The role involves processing billings, supporting new bond implementations, and collaborating with producers and accounting to resolve discrepancies and ensure accurate premium handling. Strong communication and proactive problem-solving are essential.