Surety Commercial Lines, Account Manager

Risk Strategies•Kansas City, MO

23h•Onsite

About The Position

The primary role of the Surety Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development. The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity.

Requirements

Two or more years of experience in the insurance industry is required.
Knowledge of Microsoft Office products (Outlook, Word, Power Point, etc.) is required.
Ability to follow process and procedures guidance.
Must have a reliable source of transportation.

Nice To Haves

Experience working in surety – particularly issuance and billing of bonds – is preferred.
Possess or obtain insurance licenses as required by the Company.
Prior experience with specific software solutions like Epic or Tinubu is preferred.

Responsibilities

Respond promptly to client requests for bonds, quotes, and information; clarify requirements and timelines and gather needed documentation.
Serve as a primary client contact, routing inquiries to appropriate internal resources when needed.
Keep Account Executive (AE) informed of client needs, escalations, and status of open items; provide logistical guidance on bond delivery.
Proactively identify and communicate client-specific needs or nuances to the AE.
Prepare bonds using internal systems (e.g., Tinubu, Epic) as directed; ensure accuracy of details impacting premium and commission.
Generate invoices and coordinate bond and invoice delivery (e.g., courier, mail, in-person), including managing shipment logistics.
Maintain accurate system documentation, transaction records, and audit-ready files; submit required reports to surety carriers.
Reconcile premiums/commissions with accounting and resolve discrepancies.
Support organizational goals: collaboration, compliance (E&O mitigation), retention, corporate initiatives, and cross-functional coordination.