Full-Time Surety Account Executive

Job Summary: 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. The ideal candidate is an energetic self-starter with excellent customer service and organizational skills, a strong sense of urgency and able to handle high volume fast paced work, and the ability to thrive in a collaborative team environment.

Key Responsibilities

• 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.
• Serve as the primary contact for a portfolio of clients, ensuring retention and satisfaction.
• Manage renewals, endorsements, cancellations, and invoicing.
• Maintain accurate client data in the Agency Management System.
• Communicate effectively with sureties and clients to resolve issues.
• Support new business by processing leads, completing bond forms, and following up on bond status.
• Identify and evaluate new client opportunities in collaboration with the sales team.

Qualifications

• 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.

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