Surety Account Executive - Remote

Overview

The Surety Account Executive manages and retains a portfolio of existing clients while supporting new business development. This role involves acting as the primary point of contact for clients, ensuring accurate transaction processing, and maintaining compliance with agency and department procedures.

In Short

• Manage client relationships, including renewals, endorsements, cancellations, and invoicing.
• Serve as the primary client contact, addressing inquiries and coordinating with sureties.
• Maintain accurate client data in the Agency Management System.
• Support sales efforts by processing new client transactions and documentation.
• Collaborate with prospects to evaluate needs, complete bond forms, and facilitate new business placement.
• Communicate effectively with sureties and clients to resolve issues.
• Identify and evaluate new client opportunities in collaboration with the sales team.

Requirements

• 3-5+ years of hands-on experience with surety bonds, including client servicing.
• Active P&C license required.
• Proficiency in agency management software (Applied Systems and Tinubu preferred).
• Strong time management, multitasking, attention to detail and organizational skills.
• Expert-level skills in Microsoft Office applications.
• Exceptional verbal and written communication abilities.
• Customer service excellence with a problem-solving mindset.
• High school diploma or GED required; 2-year degree preferred.

Benefits

• Competitive salary and benefits package, including health, dental, vision, and life insurance.
• 401(k) retirement plan with company contribution.
• Paid time off, holidays, and early closure days.
• On-site gym and professional development opportunities.
• A supportive and inclusive company culture that values diversity and teamwork.
• Opportunities for professional development.