Commercial Lines - Account Manager - Bonds & Surety

About Us

InterWest Insurance Services was founded in 1992 as a result of the merger of three large successful insurance brokerage firms located in Northern California. Our aggressive marketing and acquisition efforts have extended our influence into Central California and the San Francisco Bay Area. During the past 25 years, we have successfully unified into a single seamlessly integrated organization with 8 offices throughout the state. We’ve grown in size from $10 Million in annual revenue in 1992 to over $60 Million.

Position Overview:

The Surety Account Manager is responsible for enhancing and solidifying effective client relationships by providing exceptional customer service with focus on client relations, aiding Producers, Account Executives and other Account Managers in issuing bonds to existing and new clients per quality and service standards developed by the agency.

Job Responsibilities:

Essential Work Flow Functions

The Surety Account Manager develops effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients.
• Providing prompt and courteous service and assistance to clients as needed.
• Meeting or exceeding the customer service expectations of clients in accordance with agency standards and workflows.
• Providing needed information, and resolving problems for clients.

The Surety Account Manager performs or assists with account administration by:

• Completing client servicing tasks related to new business set up and applications, indemnities, renewal applications, and bond research.
• Maintaining current and accurate customer database and files.
• Assisting in account processing, including but not limited to preparing submissions, processing bonds, riders, continuation certificates or verification of coverage as well as indemnity agreements.
• Understanding or determining the reasons for account cancellations or potential cancellations to prevent reoccurrences or missed opportunities to save an account.
• Resolving issues relating to accounting or client billing.

The Surety Account Manager ensures the accuracy and value of service to clients by:

• Maintaining competency and knowledge of client data including bond information, significant dates and deadlines, and changes to client records.
• Escalating client issues or advising the Producer or Account Executive of client issues as appropriate.
• Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

Additional Functions of The Surety Account Manager

• Account Manager will assist Surety Team Leader as directed.
• Account Manager will perform other duties as assigned or directed by the Manager of Surety.

Job Qualifications:

• Education – High School diploma or equivalent, some college level coursework preferred.
• Certifications – Active Fire and Casualty Broker-Agent License or obtained within 90 days of employment. Active California Notary Public appointment.
• Experience – Knowledge of, or experience in insurance industry, customer service and/or surety bond terminology, surety markets, underwriting procedures, and premium calculations is compulsory.

Benefits

InterWest has a comprehensive benefits section to include:

• Medical
• Dental
• Vision
• Disability 
• Life Insurance

Plus generous Paid Time Off and Sick Time for all employees!

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