Responsible for the development and supervision of Portfolio Managers, Executive Underwriters, Sr. Underwriters, Underwriters, Associate Underwriters or Underwriting Trainees, as appropriate.
Diligently manages collections of receivables, especially over 90s, in conjunction with proper account management.
Plans and executes effective regular travel to develop and enhance new and existing producer and account relationships; Visits new and existing accounts; prepares and shares meeting agendas, obtains follow up documentation, evaluates the accounts and submits timely detailed submission memos for appropriate credit approval.
Effectively communicates the mission and objectives of the Company in account meetings with confidence, clear communication, good listening skills, professionalism, and empathy with the goal to be a trusted adviser and valued partner to all parties. Maintains and manages workflow, including effective communications, with agency representatives in assigned territory, meeting all company standards and expectations. Communicates acceptance or rejection of new and existing accounts while working towards establishing and enhancing the Company’s brand.
Develops, understands, and executes personal and branch objectives and strategies in an effort to produce budgeted results.
Accountable for accurate underwriting documentation/information in account management systems and adherence to documentation standards and ensures accuracy and integrity of all information contained in account files, and keeps them up to date.
Effectively develops and leverages agency/client relationships through a high level of visibility with agents, brokers, and clients in support of business objectives.
Engaged in the oversight and management of a profit center with a concentration on a particular line of business. Develops and manages the premium budget and expense process for the profit center.
Underwrites, assesses and manages assigned portfolio of accounts in a particular line or lines of business; can effecti vely underwrite both performance and non-performance bonds.
Effectively keeps Sr. Management apprised of issues of importance to the Branch and to the Company.
Requirements
surety experience
degree
excel
analytical skills
customer focus
credit analysis
Demonstrates the ability to read, analyze, discuss and interpret financial statements, bond forms, contract documents and government regulations and reach appropriate risk assessment conclusions.
Ability to manage an entire book of business and lead, coach and mentor people, if appropriate.
Ability to effectively manage and develop people.
Minimum 4-year degree or related industry experience
Strong analytical and decision-making skills. Ability to solve practical problems and appropriately deal with a variety of concrete variables in situations where only limited standardization exists.
Ability to work independently and in a team environment
10+ years of Surety industry or related experience required
Business/Finance/Accounting Majors preferred, but not required
Ability to use the automation tools provided by BSG (i.e. Word, Excel, PowerPoint, Lotus Notes, U/W System, etc.)
Self-motivation and an out-going orientation with strong customer focus
Banking or Credit Analysis background is a plus
Ability to effectively interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Effective oral and written communication skills with the ability to write clear and effective reports and business correspondence so that others will clearly understand the content and the intent. Ability to provide well developed recommendations in support of new and existing accounts, as well as client bond needs.
Benefits
Benefits include: Health, dental, vision, dental, life, disability, wellness, paid time off, 401(k) and profit-sharing plans
Base Salary Range: 150k-$225k
Eligible to participate in annual discretionary bonus as well as RSU
Training + Development
Information not given or found
Interview process
Information not given or found
Visa Sponsorship
sponsorship not offered for this role.
Security clearance
Information not given or found
Company
Overview
757 Million Capacity
Approved Surety Capacity
Backed by W.R. Berkley’s U.S. Treasury-approved capacity, the firm operates across all 50 states, U.S. territories, and Canada.
150 Million Program
Aggregate Bond Program Capacity
The firm operates under a $150 million aggregate program, with scalability for higher limits to financially qualified accounts.
Leverages boutique focus within a large, A+‑rated financial organization.
Underwrites a full spectrum of surety bonds—from bid, performance, payment, maintenance, to environmental and commercial bonds.
Its team combines entrepreneurial spirit with deep risk‑analysis expertise, tailoring bonds for contractors, private equity, public entities, utilities, and energy firms.
Typical projects range from highway and bridge construction to soil remediation, utility installation, and complex commercial surety programs.
Notable for its proactive claims approach, it integrates underwriters and adjusters to deliver creative loss‑mitigation and predictable outcomes.
Its niche lies in blending traditional underwriting rigor with agile, relationship-driven execution—eschewing cookie‑cutter solutions.
Culture + Values
The difference between success and failure is having a dynamic team
Our agent is our customer – we only succeed if they succeed
Speed and predictability of outcomes
Entrepreneurial approach
Specialized expertise and deep underwriting knowledge
Decentralized operations enabling rapid, local decision-making
Open communication and uncompromising honesty
Prompt, professional and equitable claims service
Environment + Sustainability
2023 Analysis
Climate Risk Update
Comprehensive climate-risk analyses conducted across physical, underwriting, and investment exposures to assess and mitigate potential impacts.
Governed climate strategy under three pillars: Human Capital & Community; Climate Risk Management; Responsibility & Transparency
Aligned reporting with GRI, SASB and TCFD standards
Offers underwriting incentives and loss control services to clients facing weather‑related/climate risks
Commitment to long‑term sustainability embedded in enterprise’s decentralized operating model
Inclusion & Diversity
2020
Committee Established
The company formed a Diversity, Inclusion and Belonging Committee to oversee DEI initiatives.
Diversity, Equity & Inclusion embedded in core value 'Everything Counts, Everyone Matters®'
ESG oversight includes a board-level ESG committee meeting quarterly to review DEI initiatives