Account Manager - Surety Bonds

Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of fastest-growing top 25 insurance brokers in the U.S.

We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Surety Bonds Account Manager Position Overview Services clients as assigned, in accordance with Agency guidelines, providing a high level of customer service while achieving the client’s surety objectives.

Develop, build and maintain a strong business relationship with both clients and surety underwriters.

Demonstrate integrity in all dealings with clients, sureties and colleagues.

Achieves agency objectives for placement of business, account development and retention.

Primary Responsibilities Obtain surety approval for and process and issue various surety bond requests (bid, performance & payment, commercial bonds) for current and new customers per the agency’s surety workflows Transact and issue new surety business and renewals in the agency’s operating systems (EPIC and Erlon) Use of surety online platforms to apply for and issue bonds Maintain 60-90 day lead time on bond renewals Assist with accounts receivable calls to collect past due premiums Assist with new business submissions from clients; determine appropriate sureties for requests to obtain the best program / rate for clients Analyze surety requirements in relation to client’s financial and credit strength (ability to recommend / suggest surety parameters such as single / aggregate bonding limits and premium rates) Basic knowledge of client financial statements and work on hand schedules Establish in-house lines of authority on behalf of clients; Obtain bond approvals from company underwriters exceeding the client’s surety bond program Attend client / surety meetings to establish or renew surety program based on analyzed financial statements Attend surety underwriter meetings to discuss new bond program opportunities and client needs within commercial surety market Attend surety company and / or association events Record bond claims and notify the appropriate underwriter Able to perform all duties of the associate account manager role as needed Qualifications Competencies :

• Optimal performance in this position requires the ability to demonstrate the following : Analytical :  Collect & research required data; utilize knowledge & experience to process data.

Problem Solve :

Interpersonal Skills :

Professionalism :

Written Communication :

Teamwork :

Quality Management :

Planning / Organizing :

Attendance / Punctuality :

Dependability :

Comprehensive Skills :

Reasoning Ability :

Business Acumen :

Leadership :

Education and / or Experience :

Insurance License required Computer Skills :

Certificates, Licenses, Registrations :

In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES :