Aon

2 weeks ago

Account Manager, Surety

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 15 hours agoStatus: Live

Job Summary

Service a defined set of client surety accounts by managing day-to-day needs, including client file maintenance and surety bond issuance across bid, performance & payment, maintenance, transactional, and renewal. Build relationships with carrier and client contacts, send and track surety requests for proposals, review carrier source documents for accuracy, and prepare presentation materials. Handle billing questions as needed and maintain policy records in the agency management system.

Location: United States

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Success & Account Management

Seniority: Mid level

Key Responsibilities

•Develop and maintain relationships with carrier and client contacts to proactively service client accounts.
•Prepare and send requests for proposals to surety carriers and compile spreadsheet results.
•Review carrier source documents for accuracy and, with Client Executive approval, communicate directly with clients and carriers.
•Create and maintain client files and keep policy records in the agency management system.
•Provide first-line support for billing questions from clients and insurance company personnel with assistance from Accounting when needed.

Pay and Benefits

Salary: USD 60,000 - 98,000 annually

Perks:Paid Leave401k

Key Requirements

•More than 3 years of client service and/or industry experience in commercial or Personal lines product experience.
•P&C Insurance License required (surety experience ideal but not required; training provided as long as currently licensed).
•Fluency with CRMs (EPIC preferred).
•Intermediate experience with Microsoft Office, specifically Word, Excel, and Outlook.
•Highly organized with excellent verbal and written communication skills, attention to detail, and ability to prioritize multiple tasks.

Experience:3+ years

Skills:CommunicationOrganizationCustomer focusIndependent decision-makingAttention to detail

Licenses:P&C Insurance License

Certifications:P&C Insurance License

Tech Stack:Microsoft WordMicrosoft ExcelMicrosoft OutlookCRMsEPIC

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Aon