Account Manager, Contract Surety

Position Summary: The Surety Account Manager is an integral member of the Surety team responsible for the day-to-day servicing and administration of commercial and/or contract surety accounts.

The Account Manager works closely with clients, producers, Account Executives, carrier partners, and other Surety team members to provide accurate, timely, and responsive service. The position develops an understanding of assigned clients’ businesses, bond requirements, carrier relationships, and overall surety programs while continuing to build technical surety knowledge.

Supervisory Responsibilities: None

Essential Tasks:

• Manage day-to-day servicing of assigned commercial and/or contract surety accounts
• Maintain client/account responsibilities appropriate to experience, capacity, and team structure
• Process bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timely
• Review requests and supporting documentation for completeness
• Gather information required for underwriting submissions
• Prepare and coordinate routine submissions to surety carrier partners
• Communicate with clients regarding bond requests, documentation, status, and servicing needs
• Maintain accurate client, bond, carrier, and transaction information within agency and surety management systems
• Monitor renewals, expirations, open bond activity, and outstanding account requirements.
• Review bond forms, powers of attorney, and execution requirements for accuracy
• Gather financial statements, work-in-progress reports, and other underwriting information
• Develop productive relationships with carrier representatives and underwriting teams
• Identify unusual requirements or potential concerns and escalate appropriately
• Follow established workflows, documentation standards, and quality-control procedures
• Participate in ongoing technical and professional development

Core Competencies:

• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 1-3 years of insurance, financial services, construction, or related experience preferred; Surety experience strongly preferred

Licensing and Credentials:

• Active General Lines or Property & Casualty License required

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Erlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
• Ability to learn and effectively utilize agency, surety, and other business technology as required

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits and Compensation:

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

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled