Surety Account Manager

The primary role of the Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development. The Account Manager's focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. How You Will Contribute: • Receive and respond to client requests for bonds, quotes, or other information. • Communicate with clients to confirm or clarify what is needed and when - this may include requesting additional information like bond forms, bid specifications, contract documents, etc. • Promptly inform Account Executive (AE) of client requests that require the AE's attention. • Maintain open line of communication with AE about the status of open items, and counsel AE on logistical considerations of delivering bonds. • Advise AE on specific client needs or requests that may not be readily obvious, but need to be addressed in the routine course of servicing. • Accurately input information affecting premium and commission, and generate an invoice. • In coordination with the AE, determine the delivery method of the bonds and invoice to the client. This may include usage of FedEx, UPS, USPS, courier services, or in-person delivery. • The AM maintains responsibility for coordinating logistics and making regular drop-offs of envelopes/packages at appropriate mail and parcel carriers, either at the office location or off-site. • Understand the functionality of the systems being used for preparing bonds and processing transactions, which will primarily consist of Tinubu and Epic, but may involve other systems as necessary. • Provide required execution reporting to the surety company, and coordinate with accounting to verify premium/commission calculations and reconcile any differences. Licenses & Certifications: • Possess or obtain insurance licenses as required by the Company. Skills & Experience to be Successful: • Two or more years of experience in the insurance industry is required. Experience working in surety - particularly issuance and billing of bonds - is preferred. • Must have a reliable source of transportation. • Knowledge of Microsoft Office products (Outlook, Word, Power Point, etc.) is required. Prior experience with specific software solutions like Epic or Tinubu is preferred. • Ability to follow process and procedures guidance. • Analytical and problem-solving abilities. • Ability to display 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. • Detail-oriented and client service focused. Pay Range $95,000 - $95,000 Annual The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role. Teammate Benefits & Total Well-Being We go beyond standard benefits, focusing on the total well-being of our teammates, including: • 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. Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.