Account Manager, Surety - Houston, TX

American Global; Spring (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Comprehensive Benefits Package

Competitive salary package

401k with up to 5% match

Education and Student Loan Assistance

Work/Life Balance with flexible work

Job summary

American Global is seeking an Account Manager to join its Surety team in Houston, TX. You will be the primary client contact for bonding questions and will build strong relationships with business partners and underwriters.

The role involves data quality checks in Epic, Erlon, and OneDrive, preparing underwriting materials, and addressing invoicing issues within deadlines. Strong MS Office skills and 2–3 years of industry experience are required.

Qualifications

• Strong technical property and casualty knowledge.
• Minimum of 2 to 3 years of industry experience.
• Proven ability to present and explain information to clients.
• Ability to communicate concerns to colleagues and propose solutions.
• Data entry experience and interpersonal skills.
• Proficiency with Word, Excel, and Adobe.

Responsibilities

• Serve as primary client contact for day-to-day bonding questions.
• Build relationships with partners, carriers and stakeholders.
• Quality control data in Epic, Erlon, and OneDrive including client data, bonds, rates, commissions.
• Communicate with clients and underwriters with underwriting materials.
• Address accounting and invoice issues with timely adjustments.
• Oversee Account Associate work for accuracy.
• Assist in creating proposals and presentations.
• Prepare and submit complete submissions to underwriters; respond to inquiries.
• Review client documents such as financial statements and aging schedules.
• Conduct in-depth data analyses.
• Maintain knowledge of carrier appetites and relevant markets.

Skills

Property & casualty knowledge

2-3 years experience

Client presentations

Clear communication

Data entry

MS Office

Education

High school diploma or equivalent

College degree preferred

Tools

Word

Excel

Adobe

Job description

About the Role

We are seeking a skilled Account Manager to join our dynamic Surety team in Houston, TX (The Woodlands).

Key Responsibilities Include

• Serve as primary client contact for day-to-day bonding questions
• Build and promote strong relationships with business partners, carriers and all stakeholders vested in the process
• Quality control data in Epic, Erlon, and OneDrive including client data, surety contacts, bonds, rates, commissions
• Communicate with clients and underwriters through the request process, including the provision of proper underwriting materials
• Responds to accounting and invoice issues with appropriate adjustments/corrections within prescribed timelines
• Oversee Account Associate work for accuracy and quality
• Assist in creating proposals and presentations
• Compile and/or approve complete and accurate submissions and deliver to underwriters; Provide timely responses to underwriter submission inquiries
• Request and review client documents such as financial statements, work-in-progress, aging of receivables schedules
• Conduct in-depth data analyses
• Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs
• Additional responsibilities as required

Skills & Experience That Lead to Success

• Strong technical property and casualty knowledge
• Minimum of 2 to 3 years of industry experience
• Proven ability to present and clearly explain information to clients
• Proven ability to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions
• Data entry experience as well as excellent interpersonal skills
• Competence in Microsoft Office tools such as Word, Excel, and Adobe
• Task and detail oriented
• Team player with demonstrated professional communication and organizational skills

Additional/Preferred Qualifications

• High school diploma or equivalent; College degree preferred
• Valid driver’s license and reliable transportation required
• Ability to travel as required

What You Can Expect From Us

• Comprehensive Benefits Package
• Collaborative and innovative environment
• Culture of continuous learning and professional development
• Competitive salary package
• 401k with above-average employer match of up to 5% of your salary
• Leadership training and support
• Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
• Education and Student Loan Assistance

American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email [e-mail].

The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.

Who We Are

American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.

We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.

Are you ready to be a part of our story?