Surety Bond Account Manager

HigginbothamHouston, TX
5dOnsite

About The Position

The Surety Bond Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial and/or contract bond accounts.

Requirements

  • 2-5 years relevant working experience in a Surety environment required
  • Active Property and Casualty license required
  • Texas Notary Commission required (company will help candidate obtain if needed)
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

  • Provide exceptional customer service and support to clients throughout the surety bond process
  • Collectively or independently markets and processes bond requests, resolves billing issues, and creates bond reports for small and mid-level commercial accounts and/or contract accounts.
  • Ensure familiarity with online surety programs and company websites/portals
  • Communicates with Underwriters on status of account or individual bond approvals
  • Provide invoices and statements to clients and review weekly accounts receivables to ensure timely payment on outstanding invoices and assist with collection tasks
  • Develops and maintains strong professional relationships with surety markets in order to maximize opportunity to place business and receive favorable consideration
  • Maintains knowledge of new developments or changes with various surety companies and new federal/state laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures
  • Provides support to Producers as needed
  • Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
  • Review and analyze reports and take appropriate action to renew, continue or close out existing bonds
  • Organize and maintain client files electronically as well as properly document management system with bond transactions
  • Other duties as assigned

Benefits

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
  • Employee Wellness Program
  • Company paid holidays, plus PTO
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