Senior Account Manager, Contract Surety

Higginbotham•Atlanta, GA

1d•Hybrid

About The Position

The Senior Account Manager, Contract Surety is an experienced surety professional responsible for independently managing a portfolio of commercial and/or contract surety accounts, including accounts of increased complexity. The role combines strong account-management capabilities with established technical surety knowledge. The Senior Account Manager is expected to anticipate client needs, identify potential issues, and proactively coordinate solutions. There are no supervisory responsibilities. The position requires managing complex bond activity and client relationships, preparing underwriting submissions, reviewing financial and underwriting information, coordinating with clients, carriers, producers, and Account Executives, and serving as a resource to less-experienced team members. A hybrid work schedule may be considered for qualified candidates who live within a commutable distance of the office.

Requirements

3–5 years of surety insurance experience, including bond forms, underwriting requirements, carrier processes, and surety documentation.
Working knowledge of financial statements and surety underwriting information, with the ability to identify and communicate relevant information to producers and carrier partners.
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, and adapt readily to new systems and tools.
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; and walking, bending, sitting, reaching, and stretching in all directions.

Nice To Haves

AFSB (Associate in Fidelity and Surety Bonding) designation, or willingness to pursue the designation as part of professional development.
Erlon and Applied Epic experience; knowledge of a similar Account Management System (AMS) is acceptable.
Hybrid work schedule may be considered for qualified candidates who live within a commutable distance of the office.

Responsibilities

Independently manage an assigned portfolio of commercial and/or contract surety accounts.
Maintain client and account responsibilities appropriate to experience, capacity, and team structure.
Handle complex bond requests, renewals, continuations, riders, and related transactions.
Develop a thorough understanding of client operations, bond programs, and carrier relationships.
Prepare complete underwriting submissions.
Communicate independently with clients and carrier partners.
Review bond forms, contracts, and specifications for unusual requirements.
Review financial and underwriting information and recognize relevant trends or concerns.
Manage multiple client accounts, bond requests, renewals, deadlines, and competing priorities with accuracy and appropriate follow-through.
Assist with financial statements, WIP schedules, backlog, and other underwriting information.
Proactively manage renewals, open bond activity, and underwriting requirements.
Partner with producers and Account Executives on client and carrier meetings.
Exercise independent judgment and recognize situations requiring escalation.
Identify opportunities to improve workflows and client service.
Serve as a technical and procedural resource to less-experienced team members.
Support onboarding, training, and mentoring as appropriate.