Bond Account Manager Trainee

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Bond Account Manager Trainee for our Corpus Christi, TX office.

The Bond Account Manager Trainee 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 bond accounts.

Essential Tasks:

• Provide exceptional customer service and support to clients throughout the surety bond process
• Collectively or independently markets and processes bond requests for small and mid-level commercial accounts
• Obtain familiarity with online surety programs and company websites/portals
• 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 and Senior Bond Account Manager, 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

Specific Knowledge, Skills, and Abilities:

• Ability and desire to collaborate with people
• Ability to handle a fast-paced environment while working on multiple requests with competing deadlines
• Strong organization and time management skills, with attention to detail
• Proficient in adapting to various computer applications while effectively multitasking across multiple files and documents.
• Respectful work style towards both internal and external stakeholders
• Highly motivated self-starter with a strong initiative, able to work independently and proactively to achieve established department goals
• Exceptional verbal and written communication skills, with the ability to compose clear, concise emails using correct grammar and tense. The Bond department processes multiple bonds daily, requiring a high level of accuracy and attention to detail to ensure error-free execution.
• Takes full accountability for actions and reliably delivers on responsibilities, adapting to flexible working hours to support departmental needs
• Dedicated to ongoing education (for licensing purposes) and actively seeking opportunities to deepen knowledge of the surety industry

Experience and Education:

• Minimum of 1-2 years of experience in Surety or Insurance or other demanding Account Management Roles.
• College degree in Business/Accounting preferred

Licensing and Credentials:

• Property and Casualty License or ability to obtain in the first 30 days.

Systems:

• Proficient with Microsoft Office and Adobe Suite

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 and writing
• Walking, bending, sitting, reaching and stretching in all directions