Surety Account Manager

Alera Group • Tacoma, WA

2d • Hybrid

About The Position

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Surety Account Manager who will support risk strategy, client service excellence, and operational accuracy. Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service. This role will focus on client servicing and collaborate with producers, account managers, carriers, clients, internal operations teams.

Requirements

• Minimum 2 years of experience in an account specialist role or equivalent
• Experience supporting client accounts within insurance, surety, or a related financial services environment
• Strong oral and written communication skills
• Demonstrated proficiency with Microsoft Word, Excel, and Outlook
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Strong organizational skills and ability to work independently
• Resident State Agent License or ability to obtain within 2 months of hire
• Resident State Notary License or ability to obtain within 2 months of hire

Nice To Haves

• 5+ years of total industry experience
• Surety or insurance industry experience
• Experience with agency management systems, including AMS Sagitta
• Experience with surety management platforms, including Erlon
• Strong technical knowledge of surety products and coverage
• College degree

Responsibilities

• Support clients by processing contract and commercial bond requests accurately and efficiently
• Prepare and submit surety applications and underwriting packages to carriers
• Review bond documentation, contracts, bid specifications, cost estimates, financial statements, and work-in-progress reports
• Partner with clients, producers, carriers, and internal teams to deliver responsive service and timely follow-up
• Build and maintain strong relationships with carriers, clients, producers, and colleagues
• Maintain current knowledge of carrier underwriting requirements and authority guidelines
• Manage account responsibilities with increasing independence while supporting an assigned book of business
• Process contract bond requests including bid bonds, final bonds, riders, consents, endorsements, cancellations, and final billings
• Process commercial bond requests including renewals, non-renewals, license and permit bonds, miscellaneous bonds, riders, endorsements, and cancellations
• Prioritize workload to ensure service standards and deadlines are met
• Maintain complete and accurate records in Erlon, Sagitta, and ImageRight
• Ensure documentation and processes comply with company standards and carrier requirements
• Participate in assigned training and professional development opportunities
• Support new business development through preparation of surety submissions and underwriting documentation
• Collaborate with bond managers, team leads, senior account managers, and producers to deliver client solutions
• Contribute to client retention through exceptional service and relationship management
• Identify opportunities to improve processes, efficiency, and client experience
• Assist with special projects and initiatives as assigned

Benefits

• medical
• dental
• vision
• life and disability coverage
• 401(k)
• generous PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level