Account Manager, Surety

Aon
United States
Workplace: OnsiteFull timeUSD 60,000 - 98,000 annuallyFunction: Customer Success & Account ManagementExperience: 3+ yearsSkills: ["Verbal communication","Written communication","Organization","Decision-making","Problem resolution"]

Manage a defined set of surety client accounts by handling day-to-day servicing, maintaining client files, and coordinating with Client Executives and other Account Managers. Issue surety bonds (bid, performance, payment, maintenance, transactional, and renewals), communicate with clients and carrier contacts, and prepare proposal materials and presentations. Review carrier documents for accuracy and support billing questions as needed.

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FursaFursa
Aon
Aon
2 days 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: 7 hours agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Manage a defined set of surety client accounts by handling day-to-day servicing, maintaining client files, and coordinating with Client Executives and other Account Managers. Issue surety bonds (bid, performance, payment, maintenance, transactional, and renewals), communicate with clients and carrier contacts, and prepare proposal materials and presentations. Review carrier documents for accuracy and support billing questions as needed.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Develop relationships with carrier and client contacts.
  • •Prepare and send requests for proposals to surety carriers and compile spreadsheet results.
  • •Review carrier source documents for accuracy in collaboration with the Client Executive.
  • •Maintain client files and keep client policy records in the agency management system.
  • •Communicate directly with clients and carriers with approval from the Client Executive and assist with billing questions as needed.

Pay and Benefits

Salary: USD 60,000 - 98,000 annually
Perks:Paid Leave401kHealth Insurance

Key Requirements

  • •More than 3 years of client service experience and/or industry experience in commercial or Personal lines products.
  • •Ability to provide verbal and written client communications and handle situations calmly and professionally.
  • •Proficiency using Microsoft Office products, specifically Word, Excel, and Outlook.
  • •Fluency with CRMs; EPIC is preferred.
  • •P&C Insurance License required upon (stated as required upon entering the role).
Experience:3+ years
Skills:Verbal communicationWritten communicationOrganizationDecision-makingProblem resolution
Licenses:P&C Insurance License
Tech Stack:Microsoft OfficeWordExcelOutlookCRMsEPIC

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
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