Insurance Surety Account Manager

Huntington Insurance; Houston (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

Huntington Insurance seeks an Insurance Surety Account Manager to service a book of business with deep knowledge of product lines and strong technical expertise in financial reporting and general ledger structures. You will review financial statements, personal financial statements, and WIP reports while coordinating with producers to provide underwriting information for bonding.

The role emphasizes independent client service, timely responses, and collaboration with carriers to secure favorable

Qualifications

• Bachelor’s degree is required.
• Active Property & Casualty Insurance License is required.
• 3+ years of Commercial P&C Insurance and Surety experience is required.

Responsibilities

• Serve as the primary contact for assigned book of clients and ensure high-quality service.
• Conduct exposure analysis and risk reviews with clients and prospects.
• Lead the marketing process for new and renewal business.
• Collaborate with clients and carriers to gather data and negotiate coverage terms.
• Review and present carrier quotes to align with client needs and standards.
• Prepare and deliver bond documents within timelines.
• Maintain accurate client and policy data in agency systems.
• Identify cross-sell and referral opportunities and support growth.

Education

Bachelor's degree

Job description

Summary

The Insurance Surety Account Manager possesses a high degree of product line knowledge and technical expertise. It requires a thorough understanding of the financial reporting and general ledger structure, with experienced review of company Annual and Interim Financial Statements, Personal Financial Statements and WIP (Work in Progress) reports.

Description

Works with the producers to service new and existing clients and assist in providing underwriting information for bonding with surety companies. This includes but is not limited to interacting, negotiating, billing and issuing various surety bonds.

This position provides service to an assigned book of business with minimal producer or management involvement, prioritizes effectively and responds in designated time frames while working in a fast-paced environment, acts independently to service a designated book of business, as well as, a producer and servicer on assigned house accounts, and assists the producer in the production of new and renewal accounts.

Duties And Responsibilities

• Serve as the primary point of contact for assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
• Conduct regular exposure analysis and risk reviews with clients and prospects.
• Lead the complete marketing process for new and renewal business.
• Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
• Review and present carrier quotes, ensuring alignment with client needs and agency standards.
• Prepare and deliver bond documents within established timelines.
• Maintain accurate client and policy data in agency systems.
• Identify and pursue account rounding, cross-sell, and referral opportunities.
• Support new business prospecting efforts and contribute to agency growth initiatives.

Basic Qualifications

• Bachelor’s degree
• Active Property & Casualty Insurance License
• 3+ years of Commercial P&C Insurance and Surety experience is required

Preferred Qualifications

• AFSB Surety designation
• Background in contract review and analysis of contract specifications to ensure customer compliance.

#INS

Exempt Status

Yes (not eligible for overtime pay)

Workplace Type

Office

Our Approach to Office Workplace Type: Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.