Bonds Account Manager

Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Surety Account Manager to their George Petersen Insurance team in Santa Rosa Metro Region. 

Job Summary:

The Commercial Lines Account Manager – Surety works collaboratively with the team to deliver exceptional customer service and ensure service standards - including execution, delivery, and retention - are consistently met. This role provides efficient, professional, and courteous service to clients by phone, email, and in person, with a strong focus on Surety bond requirements and compliance.

The Account Manager is responsible for managing risk by openly exchanging ideas, elevating concerns, and adhering to established policies and procedures. This position requires a commitment to doing the right thing for customers and colleagues, ensuring actions and behaviors create a positive client experience. While operating within the agency’s risk appetite, the Account Manager achieves results by identifying, assessing, managing, monitoring, and reporting risks of all types.

Essential  Functions:

• Provide daily administrative support for Surety accounts, including gathering and preparing renewal information (loss runs, financial statements, experience mod worksheets).
• Process Surety bond requests, endorsements, certificates of insurance, evidence of insurance, cancellations, and other assigned support duties.
• Handle operational tasks related to new/existing Surety accounts, risk management, marketing support, and order entry.
• Ensure timely and accurate execution of transactions and maintain documentation to agency standards.
• Communicate with clients regularly to keep them informed about bond and insurance matters.
• Educate and coach business partners on Surety products, compliance requirements, and operational processes.
• Invoice applicable accounts and process premiums as required.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements where appropriate.
• Review expiration lists prior to renewal for proactive customer contact and improved retention.
• Update client information in the agency system according to department procedures.

Competencies & Qualifications: 

• Ability to work independently with limited supervision
• Strong organizational skills to prioritize and manage multiple tasks
• Intermediate computer skills (Microsoft Word, Excel, PowerPoint)
• Excellent verbal and written communication and negotiation skills
• Ability to follow written and oral instructions and resolve client/vendor issues effectively

Education & Experience:

• Active P&C License in the State of California (required)
• 5+ years of industry experience, with a strong background in Surety and Commercial Lines
• Experience with Epic agency management system (required)
• Surplus/excess lines experience (required)