Senior Surety Account Manager

About the Role

The Property & Casualty team at Alera Group helps businesses protect their assets, manage risk, and plan confidently for the future. We're seeking a Surety Account Manager who will support risk strategy, client service excellence, and operational accuracy.

Why Alera Group

• Meaningful Impact – Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning – Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture – Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way

Responsibilities

Client Partnership & Risk Strategy

• Support clients by processing contract and commercial bond requests accurately and efficiently
• Prepare and submit surety applications and underwriting packages to carriers
• Review bond documentation, contracts, bid specifications, cost estimates, financial statements, and work-in-progress reports
• Partner with clients, producers, carriers, and internal teams to deliver responsive service and timely follow-up
• Build and maintain strong relationships with carriers, clients, producers, and colleagues
• Maintain current knowledge of carrier underwriting requirements and authority guidelines

Operational Excellence

• Manage account responsibilities with increasing independence while supporting an assigned book of business
• Process contract bond requests including bid bonds, final bonds, riders, consents, endorsements, cancellations, and final billings
• Process commercial bond requests including renewals, non-renewals, license and permit bonds, miscellaneous bonds, riders, endorsements, and cancellations
• Prioritize workload to ensure service standards and deadlines are met
• Maintain complete and accurate records in Erlon, Sagitta, and ImageRight
• Ensure documentation and processes comply with company standards and carrier requirements
• Participate in assigned training and professional development opportunities

Strategic Contribution

• Support new business development through preparation of surety submissions and underwriting documentation
• Collaborate with bond managers, team leads, senior account managers, and producers to deliver client solutions
• Contribute to client retention through exceptional service and relationship management
• Identify opportunities to improve processes, efficiency, and client experience
• Assist with special projects and initiatives as assigned

Required Qualifications

• Minimum 2 years of experience in an account specialist role or equivalent
• Experience supporting client accounts within insurance, surety, or a related financial services environment
• Strong oral and written communication skills
• Demonstrated proficiency with Microsoft Word, Excel, and Outlook
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Strong organizational skills and ability to work independently
• Resident State Agent License or ability to obtain within 2 months of hire
• Resident State Notary License or ability to obtain within 2 months of hire

Preferred Qualifications

• 5+ years of total industry experience
• Surety or insurance industry experience
• Experience with agency management systems, including AMS Sagitta
• Experience with surety management platforms, including Erlon
• Strong technical knowledge of surety products and coverage
• College degree

Core Competencies

• Client-first mindset
• Strong attention to detail
• Accountability and follow-through
• Relationship building and collaboration
• Proactive problem-solving
• Dependability and professionalism
• Time management and workload prioritization
• Commitment to continuous learning

Compensation

Hourly $36–47

Benefits

• Medical, dental, vision, life and disability coverage
• 401(k)
• Generous PTO

Work Model

Hybrid – 2 or less days in office

Professional Development

Alera Group Academy provides structured development opportunities including role-specific learning paths, leadership development programs, technical and compliance training, industry certifications and continuing education support, and peer learning communities.

Licensure & Certification

This position may require an Active Property & Casualty License and ongoing continuing education to maintain active status.