Assist with preparation, processing, and execution of bid, final, and commercial bonds
Assist with bond renewals, cancellations, close-outs, and premium audits within assigned authority
Maintain and update client bond files, financial records, and documentation in internal systems
Request, collect, and follow up on underwriting and financial documentation
Coordinate routine requests with surety carriers under direction of Account Manager
Assist in communicating bond status updates and routine service information to clients and producers
Prepare routine correspondence and documentation
Maintain accurate and compliant filing systems
Provide administrative support to Account Managers, Account Executives, and the Surety team
Support workflow efficiency through daily service and administrative tasks
Participate in team initiatives, training, and special projects as assigned
Continue development of surety knowledge, system proficiency, and service skills

High school diploma or equivalent required
Obtain and maintain required insurance license(s)
Prior insurance, administrative, or financial documentation experience preferred
Strong attention to detail and commitment to accuracy
Ability to work under direction while building independence
Effective written and verbal communication skills
Strong organizational and time management skills
Ability to manage multiple priorities and meet deadlines
Ability to maintain documentation and follow internal procedures
Collaborative approach and ability to support team initiatives
Ability to handle sensitive information with discretion

Surety Associate Account Manager

Key skills