Surety Account Manager

Gallagher•Crystal Lake, IL

2d•Remote

About The Position

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. How you'll make an impact Manage and maintain a book of business consisting of surety bonds, including Payment, Performance, License, and Permit bonds. Build and maintain strong relationships with clients, ensuring their bonding needs are met with tailored solutions. Collaborate with underwriters to secure approvals for new and existing bonds. Handle the issuance, renewal, and cancellation of surety bonds in a timely and accurate manner. Monitor and manage direct bill accounts, ensuring timely payments and resolving billing discrepancies. (Missed Expirations Report Management) Provide exceptional customer service by addressing client inquiries, resolving issues, and offering proactive support. Assist in the placement of new business bonds for existing and prospective accounts. Utilize EPIC or other agency management systems to maintain accurate client records, process transactions, and track bond activity. Support the team in identifying opportunities to cross-sell or upsell additional products and services. Ensure compliance with company policies, industry regulations, and legal requirements related to surety bonds. Collaborate with team members to improve processes and enhance operational efficiency.

Requirements

1 year Surety experience required
Strong communication skills
Customer service experience

Nice To Haves

Account Management experience preferred

Responsibilities

Manage and maintain a book of business consisting of surety bonds, including Payment, Performance, License, and Permit bonds.
Build and maintain strong relationships with clients, ensuring their bonding needs are met with tailored solutions.
Collaborate with underwriters to secure approvals for new and existing bonds.
Handle the issuance, renewal, and cancellation of surety bonds in a timely and accurate manner.
Monitor and manage direct bill accounts, ensuring timely payments and resolving billing discrepancies. (Missed Expirations Report Management)
Provide exceptional customer service by addressing client inquiries, resolving issues, and offering proactive support.
Assist in the placement of new business bonds for existing and prospective accounts.
Utilize EPIC or other agency management systems to maintain accurate client records, process transactions, and track bond activity.
Support the team in identifying opportunities to cross-sell or upsell additional products and services.
Ensure compliance with company policies, industry regulations, and legal requirements related to surety bonds.
Collaborate with team members to improve processes and enhance operational efficiency.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program