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General Description: Specific knowledge of bonds, bond market selection and bond issuance are required in this position. Responsible for the retention of assigned client accounts. Responsible for independently and proactively managing client accounts. Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review. Responsibilities may include aiding Sales Executives and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI. The Surety Account Manager can observe a mostly remote work setting but must live within 50 miles of any of the USI Southeast Offices in the states of Florida, Tennessee, and Alabama.
Responsibilities:
• Maintain 92% retention of Client Accounts.
• Provide technical expertise (knowledge of surety coverages and products, staying abreast on industry updates and changes) to Sales Executive/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations during the sales process on new and renewal business.
• execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
• Capture, assist, design and manage the service platform.
• Occasional outside service visits, to the client, may be required.
• Maintain renewal expirations, avoid any lapse in coverage.
• Responsible for marketing submissions to carriers, including application preparation and other pertinent information for professional, quality new and renewal submissions. Submit to eligible and appropriate carriers and follow-up to ensure timely receipt of approvals, quotes and bonds.
• Respond to underwriters questions in a timely and professional manner.
• Adhere to Surety Best Practices – including written confirmation of new and renewal binding, evidence of coverage, changes to coverage and other related items.
• Maintain a high degree of accuracy in agency management and document management systems. Adhere to Imageright workflows.
• Immediately forward any claim notices to the appropriate person at the carrier while simultaneously notifying the Producer; facilitate prompt response from carrier
• Adhere to Surety Company’s granted Line of Authority
• Direct work to Surety Account Representatives.
• Maintain underwriting e-files. Maintain up-to-date financial files on active accounts, work-in-progress schedules, requesting information when appropriate
• Keep Surety Team Leader/Producers informed of items over 60 days
• Other projects or duties, as needed.
Knowledge, Skills and Abilities:
• College degree preferred, but not required.
• Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
• Notary License required or obtain within first year of employment (varies by office)
• Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.
• Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Ability to work in a team environment.
• Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
• Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
• Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
• Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
• Visit our Awards and Accolades page for a complete list of industry awards and recognitions!
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 .
