Surety Team Lead

2 weeks ago

Salt Lake City, United States Buckner Full time $70,000 - $85,000
Job DescriptionJob DescriptionPosition Title: Surety Team Lead                                                      
Classification:  Exempt
Reports To:  Director of Operations                                     
Hours: Full Time (40 hours/week)    
Location: Salt Lake City
Compensation: $70,000 to $85,000 DOE with benefits

Who We Are + What We Do
Founded in 1936, The Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. What started as a team of three people has grown into one of the largest and fastest growing agencies in the western region with over 200 employees in seven offices. Although much has changed, one thing remains constant: Buckner’s dedication to providing phenomenal service to its clients. In helping customers navigate a stable, competitive, and complex industry, Buckner’s knowledgeable and experienced professionals live by these core values:
  • Placing the people at the heart of every decision
  • Discovering better solutions and making things happen
  • Acting with openness and clarity
  • Collaborating and trusting each other

Position Summary
This is a hybrid role that serves as a front-line manager for a team of direct reports and also has the primary responsibility to service a book of business. Time split between servicing your book and managing your team should be around 70/30 with the ~70% being spent on your book. This may not be possible on any given day or week, but in the aggregate, this is the target. Team leader has the ultimate responsibility for the onboarding, training and development of all direct reports. The team leader is not necessarily expected to complete the training and developmental work on their own, but to manage the process and ensure it is done in a timely manner.

Essential Duties and Responsibilities:
Service and manage a Surety book of business:
  • Able to handle day to day needs of multiple clients and/or client advisors (including email and phone conversations) independently.
  • Able to process bid bonds, performance/payment bonds, and license bonds without assistance.
  • Able to process Agent of Record Letters, renewals, riders, consents of surety, and invoicing without assistance.
  • Able to follow for payment from clients (non-pays)
  • Able to maintain proper documentation and workflow in Epic (agency management system).
  • Have a working relationship with Surety Underwriters including ability to discuss and solve issues.
  • Ability to determine the differences in financial statement presentations.
  • Able to review Construction Contracts for pertinent information.
  • Knowledge of the different types of bond coverages/obligations and experience with placing bonds.
  • Able to communicate with the bond team and work in tandem on larger, more difficult requests.
  • Proficient in Excel, Word & Adobe Acrobat
  • Good time management and organizational skills.
Training and Development:
  • Ensure that every new hire has a training plan
  • Training plan for new hires with no experience should encompass the first 4 weeks of employment and should be completed before the employee’s start date
  • Training plan for new hires with experience should be tailored to meet the needs of the team and the skills of the new hire
  • Execute on training plan and modify as needed during the training period
  • Meet with each direct report at least semi-annually to discuss training, development and performance
  • Ensure every direct report has an actionable training or development plan that is appropriate to their knowledge, skill set and tenure
Management:
  • Establish and maintain rapport with direct reports
  • Have an ownership stake in the morale of your team and work to reduce employee turnover
  • Collaborate with other team leads to streamline and improve workflows, increase efficiency or to share/gain beneficial knowledge and insights
  • Recognize and reward direct reports for exception work, service or results
  • Handle employee performance issues as needed (warnings, write ups, PIPs, etc.)
  • Support your direct reports as they seek to increase their industry knowledge via CE, designations, licensing or certifications
  • Ensure direct reports perform in accordance with company standards
  • Professionalism
  • Workflow compliance
  • Provide actionable feedback to your direct reports on a regular basis
Administrative:
  • Attend and participate in team leader meetings
  • Attend in-office carrier meetings as often as possible
  • Manage workloads of direct reports, rebalance as needed
  • Ensure team is appropriately staffed
  • Have final say on new hires that will report to you
  • Manage PTO requests
  • Load share with other team when excess capacity exists
  • Request new openings from HR once the need has been established
  • Seek to improve the Buckner culture and work environment by the example you set, the people you hire and the behaviors you support

Qualifications:
Education and Experience:
  • 4-year college degree preferred, High School Degree or GED
  • 5+ years in the insurance industry required
  • Agent Property/Casualty License
  • Power of Attorney for all Sureties
  • Completed surety schooling with either William Angell Surety School or other

Required Job Skills:                                               
  • Excellent communication skills, including listening, speaking and writing
  • Exceptional interpersonal skills: professional, personable, and able to interact effectively with others and to respond appropriately in stressful situations and under deadlines.
  • Ability to work well with others in a team environment
  • Strong analytical and problem-solving skills
  • Computer literacy for correspondence, data entry, e-mail, Internet, spreadsheets and accessing data from company systems.
  • Dependability and promptness
  • Good organizational and time-management skills

Physical:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.
 

Powered by JazzHR

m16Ndb1a10

  • Surety Team Lead

    2 weeks ago

    Salt Lake City, United States The Buckner Company Full time $70,000 - $85,000

    Job DescriptionJob DescriptionPosition Title: Surety Team Lead Classification: ExemptReports To: Director of Operations Hours: Full Time (40 hours/week) Location: Salt Lake CityCompensation: $70,000 to $85,000 DOE with benefitsPosition SummaryThis is a hybrid role that serves as a front-line manager for a team of direct reports and also has the primary...

  • Surety Team Lead

    22 hours ago

    Salt Lake, Utah, United States Buckner Full time

    Job DescriptionPosition Title: Surety Team LeadClassification: ExemptReports To: Director of OperationsHours: Full Time (40 hours/week)Location: Salt Lake CityCompensation: $70,000 to $85,000+ DOE with benefitsAbout Us:Buckner Company is a family-owned, full-service independent Insurance brokerage headquartered in Salt Lake City. With over 200 employees in...

  • Surety Bonds Underwriting Lead

    2 weeks ago

    Salt Lake, Utah, United States Great American Insurance Company Full time

    Be Here. Be Great. Working for a leader in the insurance sector presents a wealth of opportunities. Great American Insurance Group, a subsidiary of American Financial Group, merges a "small company" atmosphere where your insights are valued with the expertise of a "big company" to facilitate your success. With over 30 specialized and property and casualty...

  • Surety Bonds Underwriting Lead

    2 weeks ago

    Salt Lake, Utah, United States Great American Insurance Company Full time

    Join a Leader in the Insurance Sector. At Great American Insurance Company, we provide a unique opportunity for professional growth within a supportive environment. Our organization combines the agility of a small firm with the resources of a major player in the insurance industry. With a diverse array of specialty and property and casualty operations, there...

  • Lead Surety Underwriter

    2 weeks ago

    Lake Oswego, Oregon, United States Markel Full time

    Become a Key Player as a Contract Bond Underwriter at Markel SuretyIn the role of Contract Bond Underwriter at Markel Surety, you will be instrumental in the risk evaluation process, ensuring effective management of potential exposures. Your expertise will be vital in cultivating a profitable portfolio within a specified region through targeted marketing...

  • Surety Bonds Underwriting Supervisor

    6 days ago

    Salt Lake, Utah, United States Great American Insurance Company Full time

    Join a Leader in the Insurance Sector. At Great American Insurance Group, we offer a unique blend of a "small company" atmosphere where your contributions are valued, combined with the extensive resources of a major industry player. With a diverse range of specialty and property and casualty operations, we provide numerous avenues for professional...

  • Lead Surety Underwriter

    2 weeks ago

    Lake Oswego, Oregon, United States Markel Full time

    Position Overview: The Senior Underwriter is responsible for evaluating and managing contract bonds in alignment with Markel Surety's underwriting principles. This role requires a keen assessment of risks and the ability to effectively manage those risks while maintaining a profitable portfolio.Key Responsibilities: Manage relationships with significant...

  • Insurance Sales Executive

    2 weeks ago

    Jersey City, New Jersey, United States Colonial Surety Company Full time

    Company OverviewColonial Surety Company is a leading digital insurance provider dedicated to excellence in the field of Contract Surety. We are in the process of broadening our product offerings while striving to uphold our esteemed position as a direct writer in the industry.Position SummaryWe are on the lookout for self-motivated professionals who possess...

  • Technical Support Specialist

    2 weeks ago

    Woodcliff Lake, New Jersey, United States Colonial Surety Company Full time

    IT Support Specialist - Local Candidates OnlyAbout Colonial Surety CompanyColonial Surety Company is a licensed insurance provider operating in all states, recognized by the U.S. Treasury as an approved surety, and rated 'A Excellent' by A.M. Best Company. Our innovative digital platform has recently broadened to include essential liability coverages...

  • Senior DevOps Engineer

    3 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    DevOps Engineer ** local candidates only **About UsColonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and...

  • Senior DevOps Engineer

    3 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    DevOps Engineer ** local candidates only **About UsColonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and...

  • Technical Support Specialist

    6 days ago

    Woodcliff Lake, New Jersey, United States Colonial Surety Company Full time

    IT Support Specialist ** local candidates only **About Colonial Surety CompanyColonial Surety Company is a licensed insurance provider operating in all states, recognized by the U.S. Treasury as an approved surety, and rated "A Excellent" by A.M. Best Company. Our innovative digital platform has recently broadened to encompass essential liability coverages...

  • Sr Underwriter

    3 months ago

    Iowa City, United States Nationwide Private Client Full time

    If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Property and Casualty team could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything...

  • Customer Service Representative

    1 week ago

    Woodcliff Lake, New Jersey, United States Colonial Surety Company Full time

    About Colonial Surety Company We are a leading insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated "A Excellent" by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded in 1930, we use...

  • Ecommerce Data Analyst

    2 weeks ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    Ecommerce Data AnalystAbout Us Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated "A Excellent" by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded...

  • Ecommerce Data Analyst

    2 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    Ecommerce Data AnalystAbout Us Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated "A Excellent" by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size businesses. Founded...

  • Ecommerce Data Analyst NJ

    3 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    Ecommerce Data Analyst About Us Colonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and mid-size...

  • Senior Project Manager

    2 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    IT Project Manager ** Local Candidates Only **About UsColonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and...

  • Senior Project Manager

    2 months ago

    Woodcliff Lake, United States Colonial Surety Company Full time

    IT Project Manager ** Local Candidates Only **About UsColonial Surety Company is an insurance company licensed for business in every state, listed by the U.S. Treasury as an approved surety, and rated “A Excellent” by A.M. Best Company. Our distinct, digital product platform has recently expanded to include important liability coverages for small and...

  • Technical Support Specialist

    6 days ago

    Woodcliff Lake, New Jersey, United States Colonial Surety Company Full time

    IT Support Specialist - Local Candidates OnlyCompany OverviewColonial Surety Company is a licensed insurance provider operating in all states, recognized by the U.S. Treasury as an approved surety, and holds an "A Excellent" rating from A.M. Best Company. Our innovative digital platform has recently broadened to encompass essential liability coverages...