About this role

Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
Conduct regular exposure analysis and risk reviews with clients and prospects.
Lead the complete marketing process for new and renewal business.
Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
Review and present carrier quotes, ensuring alignment with client needs and agency standards.
Prepare and deliver bond documents within established timelines.
Maintain accurate client and policy data in agency systems.
Identify and pursue account rounding, cross-sell, and referral opportunities.
Support new business prospecting efforts and contribute to agency growth initiatives.

Bachelor’s degree
Active Property & Casualty Insurance License
3+ years of P&C Insurance and/or Surety experience is required
AFSB Surety designation (preferred)
Background in contract review and analysis of contract specifications to ensure customer compliance (preferred)

Insurance Surety Account Manager

Key skills