Job SummaryThe Surety Account Executive serves as the primary point of contact for assigned surety accounts, managing client relationships, carrier partnerships, and bond transactions while delivering exceptional service and operational excellence. This role is responsible for analyzing financial information, coordinating underwriting submissions, executing bonds, managing renewals and cancellations, supporting new business efforts, and collaborating with Producers, Underwriters, and internal team members to ensure client needs are met efficiently and accurately.
Job Responsibilities- Analyze financial statements, gather underwriting information, and prepare submissions for marketing and carrier review.
- Serve as the primary point of contact for assigned surety accounts and maintain strong client relationships.
- Manage surety books of business in partnership with Producers and Underwriters.
- Execute bonds accurately and timely in accordance with industry standards and carrier requirements.
- Process bond transactions, invoicing, renewals, and cancellations while maintaining accurate records.
- Request, follow up on, and process underwriting documentation and requirements.
- Negotiate with surety underwriters and carriers in conjunction with Producers.
- Maintain accurate account files and update internal systems and documentation.
- Respond promptly and professionally to client service requests, inquiries, and product-related questions.
- Identify cross-selling opportunities and assist in rounding out accounts with additional products and services.
- Support new business marketing efforts, client transitions, and account retention strategies.
- Participate in joint client and prospect meetings with Producers.
- Develop and maintain strong relationships with carrier partners and surety underwriters.
- Assist in onboarding and training clients on bond request procedures and related processes.
- Provide technical guidance and support to Account Managers, Associate Account Managers, Account Coordinators, and other team members as needed.
- Manage complex bonding situations and escalated service issues.
- Stay informed of industry trends, carrier updates, and changes impacting clients and communicate relevant information appropriately.
- Participate in High-Performance Team meetings, departmental initiatives, and process improvement efforts.
- Attend industry networking events, association meetings, and Center of Influence functions.
- Maintain required insurance licenses and complete continuing education requirements.
- Perform backup responsibilities in the absence of Producers, Account Managers, or other team members.
- Complete special projects and other duties as assigned.
This description is not intended to be all-inclusive and may be modified from time to time at the discretion of management.
Job Requirements- 8-10+ years of Surety/Property & Casualty insurance experience required.
- Property & Casualty Insurance License required.
- Bachelor's degree in business administration, Insurance, Risk Management, Finance, or a related field, or equivalent work experience.
- Strong understanding of surety bond processes, underwriting requirements, and carrier relationships.
- Ability to analyze financial statements and evaluate underwriting information.
- Effective task management and prioritization skills with the ability to manage multiple deadlines and competing priorities.
- Strong client service, communication, and relationship management skills.
- Ability to work collaboratively with Producers, Underwriters, and internal stakeholders.
- Experience managing complex accounts and resolving escalated service issues.
- General working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint.
- Experience creating and delivering client-facing and executive-level presentations.
- Motivated self-starter with strong attention to detail, reading comprehension, and problem-solving skills.
- Ability to work independently while contributing to a collaborative team environment.
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Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.Employee BenefitsWe also offer our employees a comprehensive suite of benefits and perks, including:
- Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
- Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
- Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
- Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
- ... and so much more!
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.
