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 accountsMaintain client/account responsibilities appropriate to experience, capacity, and team structureProcess bond requests, renewals, continuations, riders, cancellations, and related transactions accurately and timelyReview requests and supporting documentation for completenessGather information required for underwriting submissionsPrepare and coordinate routine submissions to surety carrier partnersCommunicate with clients regarding bond requests, documentation, status, and servicing needsMaintain accurate client, bond, carrier, and transaction information within agency and surety management systemsMonitor renewals, expirations, open bond activity, and outstanding account requirements.Review bond forms, powers of attorney, and execution requirements for accuracyGather financial statements, work-in-progress reports, and other underwriting informationDevelop productive relationships with carrier representatives and underwriting teamsIdentify unusual requirements or potential concerns and escalate appropriatelyFollow established workflows, documentation standards, and quality-control proceduresParticipate 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 mannerAttention to Detail: A strong focus on completing tasks and projects accurately and thoroughlyCommunication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiencesTimely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectivelyTeam Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goalsClient Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfactionDependability: Acknowledgment of the importance of being present and punctualCreative Thinking: Openness to suggesting new ideas and methods to improve processes and outcomeOrganizational Skills: Capability to prioritize tasks and manage multiple projects simultaneouslyAdaptability: 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 OutlookErlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptableAbility to learn and effectively utilize agency, surety, and other business technology as required Physical Requirements: Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, 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 wellbeingEmployee 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