Surety Account Executive

Role Overview

• Analyze financial statements, gather underwriting information, and prepare submissions for marketing and carrier review
• Serve as the primary point of contact for assigned surety accounts and maintain strong client relationships
• Manage surety books of business in partnership with Producers and Underwriters
• Execute bonds accurately and timely in accordance with industry standards and carrier requirements
• Process bond transactions, invoicing, renewals, and cancellations while maintaining accurate records
• Request, follow up on, and process underwriting documentation and requirements
• Negotiate with surety underwriters and carriers in conjunction with Producers
• Maintain accurate account files and update internal systems and documentation
• Respond promptly and professionally to client service requests, inquiries, and product-related questions
• Identify cross-selling opportunities and assist in rounding out accounts with additional products and services
• Support new business marketing efforts, client transitions, and account retention strategies
• Participate in joint client and prospect meetings with Producers
• Develop and maintain strong relationships with carrier partners and surety underwriters
• Assist in onboarding and training clients on bond request procedures and related processes
• Provide technical guidance and support to Account Managers, Associate Account Managers, Account Coordinators, and other team members as needed
• Manage complex bonding situations and escalated service issues
• Stay informed of industry trends, carrier updates, and changes impacting clients and communicate relevant information appropriately
• Participate in High-Performance Team meetings, departmental initiatives, and process improvement efforts
• Attend industry networking events, association meetings, and Center of Influence functions
• Maintain required insurance licenses and complete continuing education requirements
• Perform backup responsibilities in the absence of Producers, Account Managers, or other team members
• Complete special projects and other duties as assigned

Requirements

• 8-10+ years of Surety/Property & Casualty insurance experience required
• Property & Casualty Insurance License required
• Bachelor's degree in business administration, Insurance, Risk Management, Finance, or a related field, or equivalent work experience
• Strong understanding of surety bond processes, underwriting requirements, and carrier relationships
• Ability to analyze financial statements and evaluate underwriting information
• Effective task management and prioritization skills with the ability to manage multiple deadlines and competing priorities
• Strong client service, communication, and relationship management skills
• Ability to work collaboratively with Producers, Underwriters, and internal stakeholders
• Experience managing complex accounts and resolving escalated service issues
• General working knowledge of Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint
• Experience creating and delivering client-facing and executive-level presentations
• Motivated self-starter with strong attention to detail, reading comprehension, and problem-solving skills
• Ability to work independently while contributing to a collaborative team environment

Benefits

• Comprehensive medical insurance, dental insurance, and vision insurance
• Life and disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off and holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• Immediate vesting in a 401(k) plan
• Health Savings Account (HSA) and Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave and paid paternity leave (including for adoptive parents)
• Legal plan options
• Pet insurance coverage