Bond Account Manager

About the Role

Key Responsibilities

• Prepares and collects renewal data by communicating with existing clients to obtain updated information needed for insurance coverage continuation.
• Reviews received information and submits it to carriers for quoting.
• Reviews carrier quotes when received and prepares renewal proposals for Account Executives and/or Producers to present to clients.
• Responds to client inquiries, needs, and concerns by handling telephone calls and emails regarding questions about insurance coverage and limits.
• Escalates issues to Account Executive or Producer as necessary.
• Reviews limits for compliance and contacts clients to make adjustments as needed.
• Provides clients with insurance documents including certificates of insurance.
• Submits change requests to carriers.
• Reviews and assists with duties performed by Administrative Assistants.
• Performs client/file maintenance by checking insurance policies against binders for coverage discrepancies, updating the agency management system, and working with legal for filing Surplus Lines taxes and documentation.

Requirements

• High School Diploma required.
• 3-4 years of directly related work experience required.
• Must possess and maintain a valid Property & Casualty insurance license.
• Bachelor's degree in Business Administration or related field preferred.

Qualifications

• Valid Property & Casualty insurance license.
• Experience in insurance or related field.
• Strong communication and client service skills.

Benefits & Perks

• Medical, dental, and vision insurance coverage.
• 100% company-paid life and disability coverage.
• 401k options with company match.
• Three weeks PTO by the end of the first year.
• Opportunities for career growth and internal promotion.
• Investment in learning and development resources.