Hybrid Surety Bond Account Manager

at Duncan Financial Group

• Job title: Surety Bond Account Manager
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: Not specified
• Degree requirement: High School Diploma
• Location requirements: Hybrid, Canfield, United States

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