Account Manager, Surety - California

About the Role 

We are seeking a skilled Account Manager to join our dynamic Surety team in our Los Angeles (Woodland Hills), California office.

Key Responsibilities Include 

• Serve as primary client contact for day-to-day bonding questions 

• Build and promote strong relationships with business partners, carriers and all stakeholders vested in the process 

• Quality control data in Epic, Erlon, and OneDrive including client data, surety contacts, bonds, rates, commissions  

• Communicate with clients and underwriters through the request process, including the provision of proper underwriting materials 

• Responds to accounting and invoice issues with appropriate adjustments/corrections within prescribed timelines 

• Oversee Account Associate work for accuracy and quality  

• Assist in creating proposals and presentations  

• Compile and/or approve complete and accurate submissions and deliver to underwriters; Provide timely responses to underwriter submission inquiries  

• Request and review client documents such as financial statements, work-in-progress, aging of receivables schedules  

• Conduct in-depth data analyses  

• Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs  

• Additional responsibilities as required 

Skills & Experience That Lead to Success: 

• Strong technical Surety knowledge 

• Minimum of 5 years of industry/broking experience 

• Proven ability to present and clearly explain information to clients 

• Proven ability to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions 

• Data entry experience as well as excellent interpersonal skills 

• Competence in Microsoft Office tools such as Word, Excel, and Adobe 

• Task and detail oriented 

• Team player with demonstrated professional communication and organizational skills 

Additional/Preferred Qualifications: 

• High school diploma or equivalent; College degree preferred 

• Valid driver’s license and reliable transportation required 

• Property & Casualty insurance license(s) or equivalent state-specific licensing required

• Notary Public

• Ability to travel as required 

What You Can Expect From Us: 

• Comprehensive Benefits Package  

• Collaborative and innovative environment 

• Culture of continuous learning and professional development 

• Competitive salary package 

• 401k with above-average employer match of up to 5% of your salary 

• Leadership training and support 

• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services) 

• Education and Student Loan Assistance