2 дня назад
Surety Account Manager (Insurance)
80 000 - 105 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Surety Account Manager (Insurance): Managing client surety bond files, contracts, bond preparation, premium audit close-outs, and relationships with clients and surety company underwriters with an accent on accuracy, client service, and insurance administration. Focus on preparing bid, final, subdivision, license, and miscellaneous bonds, maintaining financial records, and coordinating requests across clients, advisors, and carriers.
Location: Ontario, California, United States; on-site presence required
Salary: $80,000–$105,000 per year
Company
is a global fintech company providing insurance, reinsurance, payroll, benefits, cybersecurity, mortgage, and related services.
What you will do
- Maintain and update client financial records, bond files, and agency management system data.
- Review contracts and bond forms, extract relevant information, and prepare accurate bid, final, subdivision, license, and miscellaneous bonds.
- Track surety requests and keep clients updated on their status.
- Process final close-outs for premium audits and manage routine and follow-up correspondence.
- Serve as a liaison between clients, client staff, client advisors, and surety company underwriters.
- Provide administrative support, including telephone coverage, mail handling, overnight packages, receipts, and file maintenance.
Requirements
- Prior experience with surety bonds is required.
- Proficiency in Microsoft Office 365 applications, including Word, Excel, PowerPoint, and Outlook.
- Experience with Applied EPIC.
- California Property & Casualty license required.
- High school diploma or equivalent.
Nice to have
- Accounting experience related to the insurance and surety business.
Culture & Benefits
- On-site work supports collaboration, team leadership, and cross-functional partnership.
- Medical, dental, vision, life, and disability insurance, plus fertility and wellness resources.
- Paid time off, holidays, paid sick time, an Employee Assistance Program, and a Calm app subscription.
- Immediate 401(k) vesting, HSA and FSA options, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, legal plan options, and pet insurance.
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