The Jonus Group · 1 week ago
Commercial Insurance Account Manager (Surety/Bonds)
St Louis, MO
Full-time
Onsite
Mid LevelThe Jonus Group is seeking a dedicated and detail-oriented Surety Underwriting Executive to join their team. This role is pivotal in supporting the Chief Surety Officer and managing surety accounts through financial analysis, underwriting, and exceptional client service.
EmploymentInsuranceRecruiting
Responsibilities
Manage client accounts and relationships to ensure retention and growth
Serve as the primary point of contact for surety-related matters, acting as a liaison between sales staff and the surety team
Respond promptly to client requests for information, documents, and general surety inquiries
Handle Commercial Lines Property & Casualty insurance aspects related to surety
Conduct service visits to clients as needed
Manage time and resources effectively to deliver high-quality services in line with the client service plan
Perform underwriting and financial analysis of new and existing surety accounts
Analyze client needs and financials to support underwriting decisions and maximize capacity
Identify and analyze exposures and deficiencies to develop strategies for client bond needs
Develop submissions and handle market placement and review of new and renewal surety programs, including proposal preparation and presentation
Respond to underwriters’ questions promptly and professionally
Provide technical support to Sales Executives related to surety underwriting and account needs
Manage inside service for new and existing clients, focusing on sales support, account development, and problem-solving
Research market trends and develop strategies to enhance market presence
Negotiate arrangements and relationships with surety markets
Document client interactions, underwriting activity, and account updates in agency management systems
Set up and maintain new and existing surety accounts in AMS360
Upload, index, and maintain surety-related documents, financials, bond forms, and correspondence
Ensure proper documentation and communication according to company workflows and best practices
Monitor accounts receivable, renewals, expirations, and internal reports
Ensure quality control, timely invoicing, and bond issuance
Assist in managing carrier agreements, licensing, appointments, commission schedules, and powers of attorney
Collaborate with the Chief Surety Officer, Producers, and Service personnel to support underwriting and service needs
Provide leadership and establish relationships with other departments
Assist in the recruitment and training of new employees as needed
Support projects related to marketing, sales, underwriting, and carrier relations
Qualification
Required
Must hold a state Property & Casualty insurance license or be willing to obtain one promptly
Strong understanding of financial statements, including balance sheets, income statements, and cash flow statements, and their relevance to surety credit
Ability to identify and interpret key financial ratios (e.g., liquidity, working capital, leverage, margins)
Experience or willingness to learn agency management systems and document management platforms, including AgencyZoom, AMS360, and ImageRight
Ability to work in a fast-paced environment with minimal supervision while maintaining a high degree of accuracy
Strong prioritization, documentation, and workflow management skills
Effective team collaboration and communication skills
Commitment to staying current on industry information, products, legislation, and technology
Preferred
College degree preferred but not required
Benefits
Comprehensive benefits package, including health, dental, and vision insurance
Paid time off and holidays
Professional development opportunities
Company
The Jonus Group
The Jonus Group is an insurance company specializes in full service recruiting firm that offers both direct hire and contract hire services.
Founded in 2012
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Morse
Chief Operating Officer
Seth Brady
Chief Sales Officer (CSO)
Company data provided by crunchbase