Surety Bond Account Manager jobs in United States
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L Calvin Jones & Co. · 2 hours ago

Surety Bond Account Manager

L. Calvin Jones & Co. is an independent insurance agency with over a century of experience, serving clients in Ohio and Western Pennsylvania. The Surety Bond Account Manager will support the bond issuance process, ensuring timely and accurate service to clients and underwriters while maintaining compliance and documentation.

FinanceFinancial ServicesInsurance
Hiring Manager
Kelly Wright
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Responsibilities

Fully understand internal protocols for the bond issuance process from initial client notification through completion
Accurately follow notation and data entry procedures in both Bond Wizard and ImageRight
Execute requested bonds and prepare supporting materials as needed
Maintain up-to-date knowledge of all surety companies, their underwriters, books of business, operating territories, capacity, and underwriting appetites
Review and update internal client information stored on the shared bond drive, including awareness of each client’s credit program limits
Demonstrate a foundational understanding of the commercial and contract surety industry
Understand how surety underwriters evaluate corporate financial statements
Identify required documentation to maintain a complete contract surety file
Read and interpret contractor work-on-hand project schedules
Provide weekly status reports summarizing key activities, accomplishments, and completed tasks
Perform other duties as assigned

Qualification

Bond processingSurety operationsBond WizardImageRightInsurance operationsAFSB designationApplied EpicProactive mindsetCommunication skillsOrganizational skills

Required

Detailed knowledge of internal systems and protocols
Familiarity with surety companies and underwriting practices
General understanding of the commercial and contract surety industry
Ability to accurately follow notation and data entry procedures in both Bond Wizard and ImageRight
Ability to execute requested bonds and prepare supporting materials as needed
Maintain up-to-date knowledge of all surety companies, their underwriters, books of business, operating territories, capacity, and underwriting appetites
Review and update internal client information stored on the shared bond drive, including awareness of each client's credit program limits
Demonstrate a foundational understanding of the commercial and contract surety industry
Understand how surety underwriters evaluate corporate financial statements
Identify required documentation to maintain a complete contract surety file
Read and interpret contractor work-on-hand project schedules
Provide weekly status reports summarizing key activities, accomplishments, and completed tasks
Excellent written and verbal communication skills
Strong organizational skills and the ability to manage time effectively
Proactive mindset with a willingness to learn through hands-on training, collaboration with industry underwriters, and self-directed study
Employment is contingent upon successful completion of a criminal background check, as permitted by law

Preferred

Prior experience in bond processing, surety operations, or insurance operations preferred
Coursework or pursuit of professional designations such as AFSB (Associate in Fidelity and Surety Bonding) is encouraged
Familiarity with surety bond terminology, processes, and industry practices

Benefits

Competitive Compensation
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays

Company

L Calvin Jones & Co.

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Premier Independent Insurance Agency We are a full service independent insurance agency. We represent every main insurance carrier in the U. S.

Funding

Current Stage
Early Stage

Leadership Team

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Brian Battaglia, AAI
CEO
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Keith Miller, CIC, CWCA
Chief Operating Officer
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