Account Manager, Contract Surety
About The Position
The Surety Account Manager is an integral member of the Surety team, responsible for day-to-day servicing and administration of commercial and/or contract surety accounts. The role works closely with clients, producers, Account Executives, carrier partners, and other Surety team members to provide accurate, timely, and responsive service. The Account Manager develops an understanding of assigned clients’ businesses, bond requirements, carrier relationships, and surety programs while continuing to build technical surety knowledge. The position has no supervisory responsibilities. It requires an active General Lines or Property & Casualty license, proficiency with Microsoft Office applications, and the ability to learn and use agency, surety, and other business technology. Erlon and Applied Epic experience are preferred, though similar account management system experience is acceptable. One to three years of insurance, financial services, construction, or related experience is preferred, with surety experience strongly preferred.
Requirements
- Active General Lines or Property & Casualty License required.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
- Ability to learn and effectively use agency, surety, and other business technology as required.
- Ability to lift 25 pounds.
- Repeated use of sight to read documents and computer screens.
- Repeated use of hearing and speech to communicate by telephone and in person.
- Repetitive hand movements, such as keyboarding, writing, and 10-key use.
- Ability to walk, bend, sit, reach, and stretch in all directions.
Nice To Haves
- One to three years of insurance, financial services, construction, or related experience preferred.
- Surety experience strongly preferred.
- Erlon and Applied Epic experience preferred; knowledge of a similar Account Management System (AMS) is acceptable.
Responsibilities
- Manage day-to-day servicing of assigned commercial and/or contract surety accounts.
- Maintain client and account responsibilities appropriate to experience, capacity, and team structure.
- Process bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timely.
- Review requests and supporting documentation for completeness.
- Gather information required for underwriting submissions.
- Prepare and coordinate routine submissions to surety carrier partners.
- Communicate with clients regarding bond requests, documentation, status, and servicing needs.
- Maintain accurate client, bond, carrier, and transaction information in agency and surety management systems.
- Monitor renewals, expirations, open bond activity, and outstanding account requirements.
- Review bond forms, powers of attorney, and execution requirements for accuracy.
- Gather financial statements, work-in-progress reports, and other underwriting information.
- Develop productive relationships with carrier representatives and underwriting teams.
- Identify unusual requirements or potential concerns and escalate them appropriately.
- Follow established workflows, documentation standards, and quality-control procedures.
- Participate in ongoing technical and professional development.
Benefits
- Medical, dental, vision, and prescription drug coverage.
- 401(k).
- Equity incentive plan.
- Supplemental benefits for physical, emotional, and financial wellbeing.
- Employee Wellness Program.
- Company-paid holidays and PTO.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
