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Surety Account Manager

Key Facts

Remote From: 
Category:  Account Manager
Full time
Mid-level (2-5 years)
English

Other Skills

  • Microsoft Windows
  • Microsoft Excel
  • Communication
  • Problem Solving
  • Teamwork

Roles & Responsibilities

  • 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

Requirements:

  • Adhere to compliance standards and procedures, including documentation, timely responses, and professional conduct
  • Serve as a primary point of contact for customer and carrier inquiries, providing guidance and solutions
  • Independently manage a dedicated portfolio, including client relationships and bond cycles
  • Process requests in areas of bonds, endorsements, audits, and accounting/billing

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Surety Account Manager to join our growing team. This is a fully remote role.

The Surety Account Manager, on behalf of our customers, acts as their Surety Agent securing the required Surety coverage to meet the customer’s obligations to its obligees. Account Managers develop strong relationships with customers and use their understanding of their businesses to best represent our customers’ needs and present acceptable submissions to the Surety markets.

How You Will Contribute:

  • 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 (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. 

  • Respond promptly to customers and carrier inquiries via email and phone. 

  • 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. 

Licenses & Certifications:

  • Current P&C license

Skills & Experience to Be Successful:

  • 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

Pay Range

$31.25 - $39.42 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • 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. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations. 

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

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