Surety Bond Account Manager

Surety Bond Account Manager

The Surety Bond Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial and contract bond accounts.

Essential tasks include:

• Provide exceptional customer service and support to clients throughout the surety bond process
• Collectively or independently markets and processes bond requests, resolves billing issues, and creates bond reports for small and mid-level commercial accounts
• Ensure familiarity with online surety programs and company websites/portals
• Communicates with Underwriters on status of account or individual bond approvals
• Provide invoices and statements to clients and review weekly accounts receivables to ensure timely payment on outstanding invoices and assist with collection tasks
• Develops and maintains strong professional relationships with surety markets in order to maximize opportunity to place business and receive favorable consideration
• Maintains knowledge of new developments or changes with various surety companies and new federal/state laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures
• Provides support to Producers as needed
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Review and analyze reports and take appropriate action to renew, continue or close out existing bonds
• Organize and maintain client files electronically as well as properly document management system with bond transactions
• Other duties as assigned

Core competencies include:

• Leadership: Display leadership skills and ability to motivate fellow employees
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and education:

• 3-5 years relevant working experience in a Surety environment required

Licensing and credentials:

• Active Property and Casualty license required
• Texas Notary Commission required (company will help candidate obtain if needed)

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location:

• This is an in office role in Houston, TX
• Hybrid opportunities for qualified candidates (must live a commutable distance from the office location)

Physical requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Benefits & compensation:

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

Notice to recruiters and staffing agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.