Senior Account Manager, Contract Surety

Higginbotham • Dallas, TX

23h • Hybrid

About The Position

The Senior Account Manager, Contract Surety is an experienced surety professional who independently manages a portfolio of commercial and/or contract surety accounts, including accounts of increased complexity. The position combines account-management capabilities with established technical surety knowledge. The account manager is expected to anticipate client needs, identify potential issues, and proactively coordinate solutions.

The role has no supervisory responsibilities. A hybrid work schedule may be considered for qualified candidates who live a commutable distance from the office location.

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 to 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 openness to pursuing 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 a commutable distance from the office location.

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 accurately and follow through appropriately.
• 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.

Benefits

• Medical, dental, vision, and prescription drug coverage.
• 401(k).
• Equity incentive plan.
• Multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program.
• Company-paid holidays and PTO.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed