About the role

  • Managing bond issuance processes at L. Calvin Jones, an independent insurance agency serving various industries. Ensuring compliance and timely service to clients and underwriters.

Responsibilities

  • Fully understand internal protocols for the bond issuance process from initial client notification through completion.
  • Accurately follow notation and data entry procedures in both Bond Wizard and ImageRight.
  • Execute requested bonds and prepare supporting materials as needed.
  • Maintain up-to-date knowledge of all surety companies, their underwriters, books of business, operating territories, capacity, and underwriting appetites.
  • Review and update internal client information stored on the shared bond drive, including awareness of each client’s credit program limits.
  • Demonstrate a foundational understanding of the commercial and contract surety industry.
  • Understand how surety underwriters evaluate corporate financial statements.
  • Identify required documentation to maintain a complete contract surety file.
  • Read and interpret contractor work-on-hand project schedules.
  • Provide weekly status reports summarizing key activities, accomplishments, and completed tasks.
  • Perform other duties as assigned.

Requirements

  • Prior experience in bond processing, surety operations, or insurance operations preferred.
  • On-the-job training and mentorship will supplement formal experience.
  • Coursework or pursuit of professional designations such as AFSB (Associate in Fidelity and Surety Bonding) is encouraged.
  • Familiarity with surety bond terminology, processes, and industry practices.
  • Proficiency with Bond Wizard, ImageRight, Applied Epic and shared drive file management.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and the ability to manage time effectively.
  • Proactive mindset with a willingness to learn through hands-on training, collaboration with industry underwriters, and self-directed study.

Benefits

  • Competitive Compensation
  • Health Insurance Plans (PPO, HSA, Copay Options)
  • Dental Insurance
  • Vision Insurance
  • Company Paid Disability Insurance
  • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
  • 401(k) with Safe Harbor Match
  • Paid Time Off
  • Paid Holidays

Job title

Surety Bond Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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