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Team Lead, Surety Senior Account Manager
Brown & Brown InsuranceTeam Lead Surety Senior Account Manager managing bond requests for clients in a remote role. Leading a team and ensuring compliance with industry regulations while providing expert guidance.
About the role
Key responsibilities & impact- 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.
- Oversee no less than two teammates, providing coaching and mentoring for the team
- 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.
Requirements
What you’ll need- 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.
- Proven Leadership experience with ability to lead, motivate, and manage a team to achieve objectives
- Familiarity with contracts and their provisions.
- Fluent with Microsoft Windows, Office 365, Word, and Excel
- AMS360, Erlon, or ImageRight experience is preferred or demonstrates ability to learn software program at an accelerated pace.
Benefits
Comp & perks- 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.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Surety Account ManagementBond ProcessingDocumentation ManagementClient Relationship ManagementUnderwriting ComplianceClaims CoordinationAuditingAccounting/BillingContract FamiliarityLeadership
Soft Skills
Proactive Problem SolvingTeam CollaborationCoachingMentoringCustomer ServiceCommunicationTime ManagementAttention to DetailOwnershipMotivation
Certifications
Bachelor’s DegreeProperty & Casualty License