Jonus Group
Surety Bond Account Manager
Job Summary
This role supports clients in identifying and fulfilling their surety bond needs. The position works closely with clients, producers, and surety representatives to manage the execution of various bond types and ensure accurate, timely processing.
Responsibilities
Maintain and update client financial and bond files
Review contracts and bond forms to extract relevant details
Ensure accuracy of bid and final bond requests
Prepare bid and final bonds
Provide frequent status updates to clients
Process final close-outs for premium audits
Serve as liaison between clients and surety companies
Assist producers and collaborate with team members
Prepare routine and follow‑up correspondence (electronic and paper)
Draft and send communications
Organize and file documents
Prepare overnight packages and receipts
Answer phone calls and respond to messages
Assist with mailings and other administrative tasks as directed
Qualifications/Requirements
Minimum of 3 years of experience in a professional office setting
High school diploma or equivalent required
Holds an active P&C insurance license or willingness to obtain within an agreed timeframe
Prior experience in surety bonds or insurance
Background in bookkeeping or accounting
Customer service experience in banking or insurance
Paralegal experience
College coursework or degree preferred
Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)
Experience with agency management software preferred
Familiarity with surety bonding platforms is a plus
Strong attention to detail and accuracy
Ability to work independently while collaborating effectively with team members
Excellent written and verbal communication skills
Strong time management and prioritization abilities
Ability to multitask and handle sensitive information with discretion
Professional demeanor and positive attitude
Strong organizational and basic math skills
Self‑starter with good team skills
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.
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Responsibilities
Maintain and update client financial and bond files
Review contracts and bond forms to extract relevant details
Ensure accuracy of bid and final bond requests
Prepare bid and final bonds
Provide frequent status updates to clients
Process final close-outs for premium audits
Serve as liaison between clients and surety companies
Assist producers and collaborate with team members
Prepare routine and follow‑up correspondence (electronic and paper)
Draft and send communications
Organize and file documents
Prepare overnight packages and receipts
Answer phone calls and respond to messages
Assist with mailings and other administrative tasks as directed
Qualifications/Requirements
Minimum of 3 years of experience in a professional office setting
High school diploma or equivalent required
Holds an active P&C insurance license or willingness to obtain within an agreed timeframe
Prior experience in surety bonds or insurance
Background in bookkeeping or accounting
Customer service experience in banking or insurance
Paralegal experience
College coursework or degree preferred
Proficiency in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook)
Experience with agency management software preferred
Familiarity with surety bonding platforms is a plus
Strong attention to detail and accuracy
Ability to work independently while collaborating effectively with team members
Excellent written and verbal communication skills
Strong time management and prioritization abilities
Ability to multitask and handle sensitive information with discretion
Professional demeanor and positive attitude
Strong organizational and basic math skills
Self‑starter with good team skills
Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer’s discretion.
#J-18808-Ljbffr