Surety Account Representative - Commercial Insurance
Ceridian HCM, San Diego, California, United States, 92189
Surety Account Representative - Commercial Insurance
Job Description
Posted Monday, February 9, 2026 at 8:00 AM
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Discusses strategy with producer or supervisor for surety new placements;
Executes a variety of bonds and analyzes bonds to ensure proper execution;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
Gathers information for applications for specific bond types;
Submits new submissions to underwriters for approval;
Researches requests for information from underwriters;
Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
Composes correspondence to insured and/or underwriters;
Creates letters, and other forms of correspondence;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degreeor equivalent combination of education and experience
One (1) or more yearsrelated work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Completion of one insurance class
SKILLS
Extremely efficient organization and prioritization skills
Ability to manage high levels of workload while adhering to company guidelines
Great problem solving and time management skills
Ability to multi-task and work in a fast paced environment
Excellent customer service skills, including telephone and listening skills
Ability to work within a team and to foster teamwork
Strong work ethic
Proficient in Microsoft Office Suite
#LI-DM1
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on “Apply Now
#J-18808-Ljbffr
Alliant Insurance Services is one of the nation’s largest and fastest-growing insurance brokerage and consulting firms. We operate through a network of specialized national platforms and local offices to offer our clients a comprehensive portfolio of solutions built on innovative thinking and personal service. Alliant is changing the way our clients approach risk management and benefits, so they can capitalize on new opportunities to grow and protect their organizations.
Responsible for providing customer service and support to assist Producers and service team in supporting existing accounts and soliciting new business. This position may include independent responsibility for the servicing and retention of assigned customers and/or policies.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Discusses strategy with producer or supervisor for surety new placements;
Executes a variety of bonds and analyzes bonds to ensure proper execution;
Reviews client accounting history, responds to accounting inquiries, and corrects account discrepancies including assisting in collections on past due accounts;
Gathers information for applications for specific bond types;
Submits new submissions to underwriters for approval;
Researches requests for information from underwriters;
Invoices all transactions, to include Over/Under runs, new bonds, endorsements, renewals, etc.;
Composes correspondence to insured and/or underwriters;
Creates letters, and other forms of correspondence;
Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
Other duties as assigned.
QUALIFICATIONS
EDUCATION / EXPERIENCE
Associate's Degreeor equivalent combination of education and experience
One (1) or more yearsrelated work experience
Encouraged to complete Career Path requirements as communicated by supervisor
Valid Insurance License
Must continue to meet Continuing Education requirements for license renewal
Completion of one insurance class
SKILLS
Extremely efficient organization and prioritization skills
Ability to manage high levels of workload while adhering to company guidelines
Great problem solving and time management skills
Ability to multi-task and work in a fast paced environment
Excellent customer service skills, including telephone and listening skills
Ability to work within a team and to foster teamwork
Strong work ethic
Proficient in Microsoft Office Suite
#LI-DM1
We are proud to provide comprehensive, high quality employee programs to meet employees’ needs now and in the future, including a very competitive financial package. We encourage you to explore what we have to offer.
For immediate consideration for this position, please click on “Apply Now
#J-18808-Ljbffr