Surety Bond Account Manager

Position Summary

The Surety Bond Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial and/or contract bond accounts.

Essential Tasks

• Provide exceptional customer service and support to clients throughout the surety bond process
• Collectively or independently markets and processes bond requests, resolves billing issues, and creates bond reports for small and mid-level commercial accounts and/or contract accounts
• Ensure familiarity with online surety programs and company websites/portals
• Communicate with Underwriters on status of account or individual bond approvals
• Create and maintain strong professional relationships with surety markets in order to maximize opportunity to place business and receive favorable consideration
• Maintain knowledge of new developments or changes with various surety companies and new federal/state laws that may affect how our clients conduct business; consult, inform and educate clients about coverage, exclusions and exposures
• Support Producers as needed
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Review and analyze reports and take appropriate action to renew, continue or close out existing bonds
• Organize and maintain client files electronically as well as properly document management system with bond transactions
• Other duties as assigned

Core Competencies

• Leadership: Display leadership skills and ability to motivate fellow employees
• Analysis and Problem Solving: 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 outcomes
• 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

2-5 years relevant working experience in a Surety environment required

Licensing and Credentials

• Active Property and Casualty license required
• Texas Notary Commission required (company will help candidate obtain if needed)

Systems

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits & Compensation

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, 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.