Surety Account Manager - Client Success & Underwriting

Travelers; Hartford (CT); On-site; USD 53,000 - 87,000; Full time

Benefits offered by this job

Health Insurance

401(k) Matching

Paid Time Off

Wellness Program

Volunteer Rewards

Job summary

Travelers in Hartford is seeking a detail-driven operations professional in Surety/Management Liability with underwriting knowledge and a solid Insurance background. The role involves pre-quote and post-bind underwriting, bond documentation, and coordinating with underwriting teams on new and renewal business.

Candidates should have a Bachelor's degree and 2+ years in the Insurance industry, plus proficiency with MS Office.

Qualifications

• Bachelor's Degree required.
• Typically 2+ years in the Insurance industry advised.
• Understanding of insurance terms and underwriting instructions (Intermediate).
• MS Office applications (Word, Excel, Outlook) basics.

Responsibilities

• Pre-quote and post-bind underwriting activities by account.
• Prepare and distribute bond products per guidelines.
• Review policy documents and solicitation requirements.
• Pull credit, Guidestar, Westlaw and ERISA reports.
• Manage renewal solicitation, proofs of notice and final pricing.
• Process new business and cancellations; handle mid-term changes.

Skills

Underwriting knowledge

Policy documents

MS Office

Communication

Attention to detail

Customer service

Education

Bachelor's Degree

High School diploma or equivalent

Associate's degree

Job description

Travelers in Hartford is seeking a detail-driven operations professional in Surety/Management Liability with underwriting knowledge and a solid Insurance background. The role involves pre-quote and post-bind underwriting, bond documentation, and coordinating with underwriting teams on new and renewal business.

Candidates should have a Bachelor's degree and 2+ years in the Insurance industry, plus proficiency with MS Office.