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Surety Account Manager
Brown & Brown InsuranceSurety Account Manager managing customer relationships and assuring compliance at Brown & Brown. Responsible for securing required surety coverage and handling inquiries for optimal service.
About the role
Key responsibilities & impact- Adhere to Brown & Brown's compliance standards and procedures, including meticulous documentation, timely responses, processing timelines, and professional conduct.
- 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, demonstrating full ownership of client relationships, bond cycles, and complete submissions to underwriters.
- Process all requests promptly and efficiently, in areas of bonds, endorsements, audits, accounting/billing, and coordinate claims/loss control services.
- Gather and compile customer information to prepare new bond submissions for existing accounts with surety companies.
- 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.
Requirements
What you’ll need- Bachelor’s Degree (BA/BS) or equivalent
- A minimum of Two (2) years’ experience as a Surety Account Manager
- Solid knowledge and understanding of surety, bond types, current rules, laws, and other regulations.
- Familiarity with contracts and their provisions.
- Fluent with Microsoft Windows, Office 365, Word, and Excel
- AMS360, Erlon, or ImageRight experience or skills to learn software program at an accelerated ability.
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
bond processingclient relationship managementdocumentationunderwriting complianceinvoice generationclaims coordinationauditingaccountingsubmission preparationPower of Attorney execution
Soft Skills
proactive approachcommunicationproblem-solvingcustomer servicetime managementorganizational skillsindependenceattention to detailresponsivenessownership
Certifications
Bachelor’s DegreeSurety Account Manager experience