Surety Senior Account Manager
About The Position
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking a Surety Senior Account Manager to join our growing team! This is a fully remote role and requires working Pacific Time Zone hours. The Senior Account Manager is a highly experienced surety professional who independently handles various bond requests for new and established clients. This role demands a high degree of discretionary judgment, particularly in advanced tasks such as carrier negotiations and sophisticated customer requests. The Senior Account Manager serves as a pivotal coach and mentor for the team, guiding associate level teammates and fostering their professional development. This is a fully remote role and requires working Pacific time zone hours.
Requirements
- Must have and maintain a current Property & Casualty license
- Bachelor’s Degree (BA/BS) or equivalent
- Minimum of Three (3) experience in a Surety Account Manager role and 5 years’ experience in the Surety field.
- Must have and maintain a current Property & Casualty license
- Solid knowledge and understanding of surety best practices, current legislation, rules, laws, and other regulations.
- Familiarity with contracts and their provisions.
- Fluent with Microsoft Windows, Office 365, Word, and Excel
Nice To Haves
- AMS360, Erlon, or ImageRight experience is preferred or demonstrates ability to learn software program at an accelerated pace
Responsibilities
- Adhere to Brown & Brown's compliance standards and procedures, including meticulous documentation, timely responses, processing timelines, professional conduct and client satisfaction.
- Serve as a primary point of contact, promptly responding to customer and carrier inquiries via email and phone, providing expert guidance and solutions.
- Independently manage a dedicated portfolio (size subject to volume and account type), demonstrating full ownership of client relationships, bond cycles, and complete submissions to underwriters.
- Perform duties both independently and collaboratively within a team environment.
- Process all requests promptly and efficiently, in areas of bonds, endorsements, audits, accounting/billing, and coordinate of claims/loss control services.
- Gather and compile customer information to prepare new bond submissions for existing accounts with surety companies.
- Respond promptly to customers and carrier inquiries via email and phone.
- Manage bond renewals and generate invoices.
- Maintain and update surety files to ensure ongoing underwriting compliance.
- Review bonds for accuracy and completeness.
- Execute bonds under Power of Attorney and submit final bond documentation to surety companies.
- Undertake other assigned duties and special projects.
- Demonstrate a proactive approach in managing tasks and resolving issues.
- Participate in training and development activities to maintain current skills and licensing.
Benefits
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
