Senior Bond Account Manager

Marshall+Sterling•Latham, NY

3d•Onsite

About The Position

Join the growing surety team at Marshall+Sterling as a Senior Bond Account Manager, where you’ll play a key role in managing complex contractor and commercial surety accounts while serving as a trusted advisor to clients, producers, and carriers. This high-impact position combines technical surety expertise, relationship management, and strategic underwriting support to help drive the continued growth of the bond division. The ideal candidate brings 5–10+ years of surety experience along with strong expertise in contractor financial analysis, work-in-progress review, and structuring effective surety programs.

Requirements

Minimum 5 years of direct surety experience in an agency or carrier underwriting role.
Demonstrated ability to read and analyze contractor financial statements, including WIP schedules and CPA-prepared reports.
Working knowledge of contract surety (bid, performance, payment) and commercial surety bond types (license & permit, court, fidelity, public official, ERISA).
Active Property & Casualty insurance license, or ability to obtain within 90 days of hire.
Strong written and verbal communication skills, with the ability to articulate complex underwriting positions clearly to clients and carriers.
Proficiency with agency management systems and Microsoft Office (Excel, Word, Outlook).

Nice To Haves

7–10+ years of surety experience, including direct carrier underwriting tenure with one of the major surety markets (Travelers, Liberty Mutual, Merchants, Zurich, CNA, Hartford, or similar).
Existing relationships with regional surety underwriters at agency-appointed carriers.
AFSB (Associate in Fidelity and Surety Bonding) designation or active progress toward completion.
Experience supporting general contractors, heavy civil contractors, or specialty trade contractors with annual revenue of $10M+.

Responsibilities

Manage complex contractor and commercial surety accounts as the primary client contact and trusted advisor.
Analyze contractor financial statements, work-in-progress reports, and underwriting data to assess bond capacity and support strategic surety program recommendations.
Prepare and present underwriting submissions while negotiating bond terms, capacity, and pricing with surety carriers.
Issue and manage bid, performance, payment, and commercial surety bonds while ensuring timely execution and compliance.
Partner with producers on new business opportunities, client presentations, and growth strategies.
Build strong relationships with clients, carriers, CPAs, attorneys, and project stakeholders to support successful bonding outcomes.
Mentor junior team members and contribute technical expertise to the continued growth of the surety practice.