Description and RequirementsGeneral Description: Responsible for independently and proactively managing Surety client accounts. Activities include new and renewal marketing, client service, and retention. Provide technical expertise on Surety bond types and current market conditions. Assist Sales Executive and Account Executives.
Responsibilities:- Provide advanced technical support to assigned Surety Clients. Manage client relationships to ensure retention and growth of the book of business.
- Facilitate the underwriting process. Includes marketing submissions, preparing indemnity, underwriting approvals, and communication between clients and carriers.
- Provide Surety technical expertise to clients, Sales Executives, and Account Executives. Includes analysis of client needs, coverage forms, and capacity.
- Manage the bond cycle through USI's service platform. Produce new bonds, riders, continuation certificates, and consents. Ensure timely approvals, quotes, and bond delivery.
- Participate in face-to-face client meetings. Includes proposal preparation and presentation.
- Maintain underwriting files with up-to-date financial information on active accounts and work-in-progress schedules. Request information as needed.
- Adhere to Surety Company's granted Line of Authority or seek underwriting approvals.
- Manage client renewal expirations to avoid any lapse in coverage.
- Contribute information and ideas during client strategy meetings.
- Maintain a high degree of accuracy in agency management systems.
- Adhere to Surety Standard Operating procedures and USI information workflows.
- Direct work and delegate tasks to Surety Account Representatives.
- Respond to accounting issues and make updates within prescribed timelines.
- May assist in the development of new team members.
- Understand basic working knowledge of company financial presentations.
- Keep current on Surety industry trends, coverages, and updates.
Knowledge, Skills and Abilities:- 4-10 years of experience in a Commercial Property & Casualty Insurance Agency.
- College degree preferred.
- Comprehensive understanding of Surety coverages, underwriting, and rating concepts.
- Must hold or obtain a Property & Casualty insurance license.
- Must have a Notary License or willing to obtain within one year of hire (varies by office).
- Ability to carry out complex tasks with many concrete and abstract variables.
- Comfortable with internet-based programs and Microsoft Office products.
- Knowledge of Tinubu/Sagitta/ImageRight preferred but not required.
- Ability to work in a fast-paced, team environment with minimal instruction.
- Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
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USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
Salary Range: $85,000 - $110,000
