Account Manager, Surety - California

Reposted 4 Days Ago
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Hiring Remotely in California, USA
Remote
Junior
Insurance • Software
The Role
The Account Manager will manage client relationships, handle bonding inquiries, ensure data quality, and assist associates in proposal creation and client document review.
Summary Generated by Built In

About the Role 

We are seeking a skilled Account Manager to join our dynamic Surety team in our Los Angeles (Woodland Hills), California office.

Key Responsibilities Include 

  • Serve as primary client contact for day-to-day bonding questions 

  • Build and promote strong relationships with business partners, carriers and all stakeholders vested in the process 

  • Quality control data in Epic, Erlon, and OneDrive including client data, surety contacts, bonds, rates, commissions  

  • Communicate with clients and underwriters through the request process, including the provision of proper underwriting materials 

  • Responds to accounting and invoice issues with appropriate adjustments/corrections within prescribed timelines 

  • Oversee Account Associate work for accuracy and quality  

  • Assist in creating proposals and presentations  

  • Compile and/or approve complete and accurate submissions and deliver to underwriters; Provide timely responses to underwriter submission inquiries  

  • Request and review client documents such as financial statements, work-in-progress, aging of receivables schedules  

  • Conduct in-depth data analyses  

  • Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs  

  • Additional responsibilities as required 

Skills & Experience That Lead to Success: 

  • Strong technical Surety knowledge 

  • Minimum of 5 years of industry/broking experience 

  • Proven ability to present and clearly explain information to clients 

  • Proven ability to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions 

  • Data entry experience as well as excellent interpersonal skills 

  • Competence in Microsoft Office tools such as Word, Excel, and Adobe 

  • Task and detail oriented 

  • Team player with demonstrated professional communication and organizational skills 

Additional/Preferred Qualifications: 

  • High school diploma or equivalent; College degree preferred 

  • Valid driver’s license and reliable transportation required 

  • Property & Casualty insurance license(s) or equivalent state-specific licensing required

  • Notary Public

  • Ability to travel as required 

 

What You Can Expect From Us: 

  • Comprehensive Benefits Package  

  • Collaborative and innovative environment 

  • Culture of continuous learning and professional development 

  • Competitive salary package 

  • 401k with above-average employer match of up to 5% of your salary 

  • Leadership training and support 

  • Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services) 

  • Education and Student Loan Assistance 

 

American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. 
 
We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [email protected]. 
 
The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location. 
  

Who We Are 

American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.  

We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy. 

Are you ready to be a part of our story? 

Skills Required

  • Minimum of 2 to 3 years of industry experience
  • Strong technical property and casualty knowledge
  • Valid driver's license and reliable transportation
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The Company
HQ: Jericho, New York
220 Employees
Year Founded: 2014

What We Do

American Global is one of the largest privately held insurance and surety brokerage firms in North America. specializing in all aspects of construction risk management. Established more than a decade ago, American Global focused on building trust, acquiring extraordinary talent, and evolving into a powerful resource with capabilities that extend well beyond surety and insurance. Today, we are one of the most forward-thinking firms in the world, supporting contractors, owners, and developers throughout the entire scope of their project and across every milestone of their business, protecting against the risks and exposures specific to the construction industry. At American Global, we believe a good broker should think about your business the way you think about your business. We take the time to understand what you value most, then advocate for those values on your behalf. By maintaining a constant view of the ‘big picture,’ American Global helps makes connections across every aspect of your business while providing solutions to some of the most complex placement needs across the globe. American Global now has multiple offices across the United States and Canada, as well as in Rome, to serve clients throughout North America, Latin America, the UK and Europe. As our growth continues, so will our innovation. American Global will continue to revolutionize the role of the broker, finding new ways to present opportunities, bring more value, and develop solutions that break even more boundaries, demonstrating why it’s time to 'expect more from your broker'. To join our dynamic team and discover what's possible, visit our jobs page or see our website to learn more.

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