Surety Account Manager

Brown & Brown Insurance • Kansas City, MO

2d

About The Position

Brown & Brown is seeking a Surety Account Manager to join its team in Kansas City, Missouri. The Account Manager 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 of business. The role involves substantial system activity and communication with clients by email and phone, as well as accountability for following corporate initiatives, processes, and procedures and maintaining system-of-record data integrity. The position has in-office components.

The Account Manager receives and responds to client requests, gathers information needed to prepare bonds, coordinates with the Account Executive and surety company, processes transactions and invoices, and arranges bond delivery. The role also coordinates delivery logistics, including regular drop-offs at mail and parcel carriers, and works with accounting to verify premium and commission calculations and reconcile differences.

Requirements

• At least two 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 show 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.
• Attention to detail and a client-service focus.

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 timing, and request relevant bond forms, bid specifications, contract documents, or other information.
• Promptly notify the Account Executive of client requests requiring the Account Executive’s attention.
• Keep the Account Executive informed about open items and advise on logistical considerations for delivering bonds.
• Identify and advise the Account Executive about client needs or requests that may not be immediately obvious but should be addressed 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 and packages at appropriate 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 discrepancies.
• Obtain and maintain insurance licenses as required by the Company.

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
• Education Level: No Education Listed