Surety Bond Account Manager

Position Summary: 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:

• 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 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

Core Competencies:

• 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:

• Relevant working experience in a Surety environment preferred

Licensing and Credentials:

• Active Property and Casualty license required (company will help candidate obtain licensure if needed – must be obtained within first 90 days of employment)
• 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: 

• Houston, TX
• Hybrid opportunities for qualified candidates 

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