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Account Manager - Surety

San Diego, CA

Post Date: 06/13/2017 Job ID: 15032 Industry: Insurance

Surety Account Manager needed for firm located in Downtown, San Diego. A college degree is preferred and a current Property and Casualty license is also preferred. The qualified candidate must have 3 - 5 years recent surety / banking / underwriting / lending industry experience. 

This is a direct hire position and salary depends on experience.

The Surety Account Manager (AM) for the Surety department is the client’ s main contact at the agency for servicing bond accounts. The AM must be familiar with all of his/her clients, assumes full responsibility for surety services on assigned surety client accounts, and is responsible for seeing that the clients’ bond needs are well served.

Job Duties can include:
  • Assists in the developing, marketing and supporting of new business.
  • Directs written or oral answers to clients and sureties regarding account underwriting issues.
  • Provides value added services.
  • Maintain client and surety relationships.
  • Oversee financial files and specific surety requests.
  • Facilitates surety claim services and requirements.
  • Facilitate all in-house surety inquiries and bond referrals.
  • Serve as backup to the Account Executive.
  • Assists in developing and training on performance standards to increase servicing and processing efficiency.
  • Oversees Account Administrator’ s tracking of agings and keeps current surety account. Act as Surety Systems Administrator responsible for maintaining and improving efficiency of Applied, SuretyPro, Intranet, PaperPort, and web site for the Surety Department.          

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3717 Camino Del Rio South, Suite 100
San Diego, CA 92108
Phone #: (619) 528-8434 -or- (888) 528-8367
Fax #: (619) 528-8498