Surety Account Manager

Brown & Brown Insurance • Remote - Missouri, MO

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About The Position

Brown & Brown is seeking a Surety Account Manager to handle day-to-day client service requirements for an assigned book of business, primarily preparing, issuing, and invoicing surety bonds. A Producer or Account Executive has overall responsibility for service, placement, and business development for the book. The Account Manager spends significant time on system activity and communicating with clients by email or phone, while following corporate initiatives, processes, and procedures, including maintaining system-of-record data integrity.

Requirements

• At least two years of experience in the insurance industry.
• Possess or obtain insurance licenses as required by the company.
• Have a reliable source of transportation.
• Knowledge of Microsoft Office products, including Outlook, Word, and PowerPoint.
• Ability to follow process and procedure guidance.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication and interpersonal skills.
• Ability to work efficiently in teams.
• Strong organizational, time-management, and task-prioritization skills.
• Responsiveness and reliability.
• Detail-oriented and client-service focused.

Nice To Haves

• Experience working in surety, particularly issuing and billing bonds.
• Prior experience with software solutions such as Epic or Tinubu.

Responsibilities

• Receive and respond to client requests for bonds, quotes, and other information.
• Communicate with clients to confirm or clarify their needs and timelines, and request additional information such as bond forms, bid specifications, or contract documents.
• Promptly inform the Account Executive of client requests that require their attention.
• Keep the Account Executive informed about the status of open items and advise on logistical considerations for delivering bonds.
• Identify and advise the Account Executive about specific client needs or requests that may need attention during routine service.
• Accurately enter information affecting premiums and commissions and generate invoices.
• Coordinate with the Account Executive to determine how bonds and invoices will be delivered to clients.
• Coordinate delivery logistics and make regular drop-offs of envelopes or packages at mail and parcel carriers, at the office or off-site.
• Use systems for preparing bonds and processing transactions, primarily Tinubu and Epic, and other systems as needed.
• Provide required execution reporting to the surety company.
• Coordinate with accounting to verify premium and commission calculations and reconcile differences.

Benefits

• Medical and prescription drug coverage
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Employee stock purchase plan (ESPP)
• 401(k)
• Student loan assistance
• Tuition reimbursement
• Free mental health and enhanced advocacy services
• Paid time off
• Paid holidays
• Preferred partner discounts

What This Job Offers

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