Bachelor's Degree in Finance, Accounting or related field required.
7+ years of relevant experience in underwriting or finance.
Preferred certifications include AFSB, CPA, or RPLU.
Proven ability to analyze complex financial reports and data.
Demonstrated skills in risk assessment and decision-making.
Responsibilities
Analyze business reports for underwriting processes.
Manage risk selection, pricing, retention, and profitability.
Ensure compliance with company risk quality guidelines.
Review and assess underwriting decisions from the team.
Establish and nurture strategic stakeholder relationships.
Deliver exceptional customer service and communicate effectively.
Coach and develop team members to achieve objectives.
Benefits
Medical, dental, and vision plans starting from day one.
Paid time off (PTO) and paid holidays.
Commuter benefits and employee stock purchase plan.
Education reimbursement and paid parental leave.
401(k) plan with company matching contributions.
Full Job Description
Our Bonds Division is hiring for a Contract Surety Underwriting Manager to manage our Walnut Creek office! This position involves in-office work and traveling within the assigned territory.
Essential Job Functions and Responsibilities
Understand and analyze business reports needed in the underwriting processes, including credit checks, bank agreements, and financial statements.
Responsible for all risk selection/rejection, pricing, retention, growth, and profitability for their branch office.
Assess risk quality in compliance with company guidelines.
Review the underwriting of others and make recommendations for extending surety credit including the terms and conditions.
Develop and maintain strategic relationships with internal and external stakeholders.
Communicate effectively.
Must be highly organized to handle a variety of responsibilities.
Deliver exceptional customer service.
Make timely, informed decisions.
Operate with integrity and honesty.
Hold self and team accountable for achieving established objectives.
Use independent judgment and initiative to support business goals.
Coach and develop team.
Job Requirements
Education: Bachelor's Degree or equivalent experience.
Field of Study: Finance, Accounting or a related discipline
Experience: Generally looking for 7+ years of related experience. Progression toward certification in area of expertise preferred; appropriate certifications could include Associate in Surety and Fidelity Bonding (AFSB), Certified Public Accountant (CPA) and/or Registered Professional Liability Underwriter (RPLU).
Business Unit: Bond
Salary Range: $180,000.00 -$225,000.00
Benefits:
Compensation varies by role, position level, and location. Individual pay is influenced by skills, education, training, certifications, experience, and the role's scope and complexity, along with business needs.
We offer a competitive Total Rewards package, including medical, dental, and vision plans starting on day one, PTO, paid holidays, commuter benefits, an employee stock purchase plan, education reimbursement, paid parental leave/adoption assistance, and a 401(k) plan with company match. These benefits are available to eligible full-time and part-time employees.
Your recruiter can provide more details about our total rewards and specific compensation ranges during the hiring process.
