Surety Account Manager

Bridge Specialty Group • Kansas City, MO

1d

About The Position

Brown & Brown is seeking a Surety Account Manager to join its team in Kansas City, Missouri. The role handles 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, while the Account Manager focuses on client communication, system activity, process compliance, and accurate system-of-record data. The position includes in-office components.

The Account Manager responds to client requests for bonds, quotes, and information; clarifies client needs and gathers supporting documents; coordinates with the Account Executive on open items and delivery; processes bond and premium information; and manages bond and invoice delivery logistics. The role also uses bond preparation and transaction systems, provides execution reporting to surety companies, and works with accounting to verify and reconcile premium and commission calculations.

Requirements

• Two or more years of experience in the insurance industry.
• Possess or obtain insurance licenses as required by the Company.
• 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, or other information.
• Communicate with clients to confirm or clarify their needs and timelines, and request supporting information such as bond forms, bid specifications, and contract documents.
• Promptly inform the Account Executive of client requests requiring the Account Executive’s attention.
• Keep the Account Executive informed about the status of open items and advise on logistical considerations for bond delivery.
• Advise the Account Executive about client needs or requests that may not be readily apparent but should be addressed during routine service.
• Accurately enter information affecting premium and commission, and generate invoices.
• Coordinate with the Account Executive to determine how bonds and invoices will be delivered to clients.
• Coordinate delivery logistics, including 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 surety companies.
• Coordinate with accounting to verify premium and commission calculations and reconcile differences.
• Follow corporate initiatives, processes, procedures, and system-of-record data-integrity requirements.

Benefits

• Medical/Rx, dental, vision, life, and disability insurance.
• Employee stock purchase plan (ESPP).
• 401(k).
• Student loan assistance.
• Tuition reimbursement.
• Free mental health and enhanced advocacy services.
• Paid time off and holidays.
• Preferred partner discounts.

What This Job Offers

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