Associate Account Manager - Surety

Brown & Brown; United States; On-site; USD 60,000 - 80,000; Full time

Job summary

A leading company is seeking an Associate Account Manager in Portland, OR, to handle customer inquiries and support senior colleagues. This role involves managing a portfolio of surety accounts, ensuring compliance, and maintaining customer relationships. Candidates should have experience in the surety field and hold a Property and Casualty License.

Benefits

Health Benefits

Financial Benefits

Mental Health & Wellness

Paid Time Off

Qualifications

• Minimum of 1 year in surety or 3 years in a comparable field.
• Must have a current Property and Casualty License.
• Knowledge of bond types and relevant legislation.

Responsibilities

• Gather and compile customer information for bond submissions.
• Manage bond renewals and generate invoices.
• Respond promptly to customer inquiries via email and phone.

Skills

Customer Service

Interpersonal Communication

Attention to Detail

Education

Property and Casualty License

1 year experience in the surety field or 3 years comparable experience

Tools

Microsoft Office 365

Erlon

AMS360

ImageRight

Job description

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking an Associate Account Manager to join our growing team in Portland, OR! For this role, you must work within the Pacific Time Zone.

Working under the guidance of a Team Lead or Senior Account Manager, the Surety Associate Account Manager gains experience by handling day-to-day customer inquiries and supporting senior colleagues with routine tasks. They develop crucial customer relationships and business insight to effectively present client needs to surety markets, all while prioritizing accuracy and timely completion of tasks.

How You Will Contribute:

• Gather and compile customer information to prepare new bond submissions for existing accounts with surety companies.

• Adhere to Brown & Brown's compliance standards and procedures, including meticulous documentation, timely responses, and professional conduct.

• Execute bonds under Power of Attorney for surety companies.

• Prepare and submit final bond documentation to surety companies.

• Manage bond renewals and generate invoices.

• Maintain and update surety files to ensure ongoing underwriting compliance.

• Review bonds for accuracy and completeness.

• Respond promptly to customers and carrier inquiries via email and phone.

• Process rider and cancellation requests efficiently.

• Independently manage a portfolio of approximately 15-25 smaller surety accounts from inception to completion (up to $500k total revenue, subject to volume and account type).

• Provide support to Account Managers and Senior Account Managers with their daily tasks.

• Participate in training and development activities to maintain current skills and licensing.

• Maintain strict confidentiality of all processed information.

• Perform duties both independently and collaboratively within a team environment.

• Undertake other assigned duties and special projects.

Licenses and Certifications:

• Must have and maintain a current Property and Casualty License. Recommended engagement in a Surety Association or related industry group.

Skills & Experience to Be Successful:

• A minimum of one (1) year of experience in the surety field or at least three (3) years of comparable experience; equivalent combinations of education and experience will be considered.

• Working knowledge of various bond types, relevant legislation, rules, and regulations.

• Familiarity with contract fundamentals and provisions.

• Proficient with Microsoft Windows and Office 365 applications

• Experience with Erlon, AMS360 and ImageRight is preferred or demonstrated ability to quickly learn new software.

• Exceptional telephone demeanor.

• Demonstrated excellence in customer service and interpersonal communication.

• Commitment to maintaining a high level of confidentiality.

Pay Range

$28.85 - $33.65 Hourly

The pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness : Free Mental Health &Enhanced Advocacy Services
• Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.