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Surety Account Manager
Brown & Brown Insurance. Handle day-to-day client service requirements for an assigned book of business .
About the role
Key responsibilities & impact- Handle day-to-day client service requirements for an assigned book of business
- Prepare, issue, and invoice surety bonds
- Receive and respond to client requests for bonds, quotes, or other information
- Communicate with clients to confirm or clarify requirements and timelines
- Request additional information such as bond forms, bid specifications, and contract documents
- Inform the Account Executive of client requests requiring attention
- Maintain communication with the Account Executive about open items and advise on logistical considerations
- Advise the Account Executive on specific client needs and requests
- Input information affecting premium and commission and generate invoices
- Determine bond and invoice delivery methods with the Account Executive
- Coordinate delivery logistics and make regular drop-offs at mail and parcel carriers, at the office or off-site
- Use Tinubu, Epic, and other systems to prepare bonds and process transactions
- Provide execution reporting to the surety company
- Coordinate with accounting to verify premium and commission calculations and reconcile differences
Requirements
What you’ll need- Two or more years of experience in the insurance industry is required
- Experience working in surety – particularly issuance and billing of bonds – is preferred
- Possess or obtain insurance licenses as required by the Company
- Must have a reliable source of transportation
- Knowledge of Microsoft Office products (Outlook, Word, Power Point, etc.) is required
- Prior experience with specific software solutions like Epic or Tinubu is preferred
- Ability to follow process and procedures guidance
- Analytical and problem-solving abilities
- Ability to display tact and poise under pressure when working through issues
- Good communication and interpersonal skills
- Ability to work efficiently in teams
- Strong organizational, time management, and task prioritization skills
- Responsiveness and reliability
- Detail-oriented and client service focused
Benefits
Comp & perks- 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
- Paid Time Off
- Holidays
- Preferred Partner Discounts