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.

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.

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.

Surety Account Manager

About this role