Onsite Senior Surety Bond Account Manager

Posted 4 hours ago

Apply now

About the role

  • Account Manager supporting clients with their surety bond needs for a global fintech leader. Collaborating with clients and teams to ensure accuracy in bond requests and relationships.

Responsibilities

  • Maintain and update client financial and bond files
  • Review contracts and bond forms, extracting relevant information
  • Ensure accuracy of bid and final bond requests
  • Prepare and issue bid and final bonds
  • Provide timely status updates to clients
  • Process final close-outs and premium audits
  • Handle billing and accounts receivable follow-ups
  • Act as liaison between clients, internal teams, and surety companies
  • Maintain strong relationships with surety partners
  • Prepare routine and follow-up correspondence (paper and electronic)
  • File, draft, and send correspondence and documentation
  • Prepare overnight packages, receipts, and mailings
  • Assist Client Advisors and other team members as needed
  • Provide general administrative support as assigned

Requirements

  • Strong attention to detail with excellent proofreading skills
  • Ability to work independently while collaborating with team members
  • Effective written and verbal communication skills, including active listening and problem-solving
  • Strong time management, organization, and prioritization abilities
  • Ability to multitask and handle sensitive/confidential information with discretion
  • Professional demeanor with a positive, service-oriented attitude
  • Ability to read, interpret, and apply insurance policies, contracts, and agency procedures
  • Ability to prepare routine reports and professional correspondence
  • Proficient in Microsoft Outlook, Word, and Excel
  • Sound judgment, integrity, and ability to act with tact and fairness
  • Ability to adapt to shifting priorities and deadlines
  • Reliable, self-motivated, and able to perform well under pressure
  • High school diploma or equivalent required; some college preferred
  • 5+ years of prior experience in surety bonds required
  • Texas Property & Casualty insurance license required
  • Prior experience in bookkeeping, accounting, banking, or insurance preferred

Benefits

  • Comprehensive medical insurance, dental insurance, and vision insurance
  • life and disability insurance
  • fertility benefits
  • wellness resources
  • paid sick time.
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • complimentary Calm app subscription.
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • commuter benefits
  • employee discount programs.
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • legal plan options
  • pet insurance coverage.

Job title

Senior Surety Bond Account Manager

Job type

Experience level

Senior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job