Surety Account Manager

Brown & Brown; Kansas City (MO); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health Benefits

401k & ESPP

Student Loan Assistance

Tuition Reimbursement

Mental Health Support

Paid Time Off

Holidays & Discounts

Job summary

Brown & Brown in Kansas City, Missouri is seeking a Surety Account Manager to handle day-to-day client service for an assigned book of surety bonds. The role collaborates with a Producer or Account Executive and involves clerical, invoicing, and logistics tasks.

The position emphasizes system activity, client communication via email/phone, and in-office presence, with duties including bond preparation, issuance, and invoicing.

Qualifications

• Two or more years of experience in the insurance industry is required.
• Experience in surety issuance and billing preferred.
• Must have reliable transportation.
• Knowledge of Microsoft Office products (Outlook, Word, PowerPoint, etc.) is required.
• Prior exposure to Epic or Tinubu is preferred.

Responsibilities

• Receive and respond to client requests for bonds, quotes, or other information.
• Communicate with clients to confirm or clarify what is needed and when.
• Notify Account Executive of items requiring AE attention.
• Maintain open lines of communication about status of open items.
• Input information affecting premiums and commissions and generate invoices.
• Coordinate delivery method of bonds and invoicing to clients (FedEx, UPS, USPS, courier, or in-person).
• Coordinate logistics and drop-offs of envelopes/packages at carrier locations.
• Understand systems for bonds and processing transactions (Tinubu and Epic).
• Provide execution reporting to the surety company and reconcile premium/commission calculations.

Skills

Surety bonds

Insurance industry

Microsoft Office

Epic

Tinubu

Communication

Time management

Team collaboration

Tools

Epic

Tinubu

Microsoft Office

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 a Surety Account Manager to join our growing team in Kansas City, Missouri!

The primary role of the Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development.

The Account Manager's focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. This role has in-office components.

How You Will Contribute:

• Receive and respond to client requests for bonds, quotes, or other information.
• Communicate with clients to confirm or clarify what is needed and when - this may include requesting additional information like bond forms, bid specifications, contract documents, etc.
• Promptly inform Account Executive (AE) of client requests that require the AE's attention.
• Maintain open line of communication with AE about the status of open items, and counsel AE on logistical considerations of delivering bonds.
• Advise AE on specific client needs or requests that may not be readily obvious, but need to be addressed in the routine course of servicing.
• Accurately input information affecting premium and commission, and generate an invoice.
• In coordination with the AE, determine the delivery method of the bonds and invoice to the client. This may include usage of FedEx, UPS, USPS, courier services, or in-person delivery.
• The AM maintains responsibility for coordinating logistics and making regular drop-offs of envelopes/packages at appropriate mail and parcel carriers, either at the office location or off-site.
• Understand the functionality of the systems being used for preparing bonds and processing transactions, which will primarily consist of Tinubu and Epic, but may involve other systems as necessary.
• Provide required execution reporting to the surety company, and coordinate with accounting to verify premium/commission calculations and reconcile any differences.

Licenses & Certifications:

• Possess or obtain insurance licenses as required by the Company.

Skills & Experience to be Successful:

• Two or more years of experience in the insurance industry is required. Experience working in surety - particularly issuance and billing of bonds - is preferred.
• Must have a reliable source of transportation.
• Knowledge of Microsoft Office products (Outlook, Word, Power Point, etc.) is required. Prior experience with specific software solutions like Epic or Tinubu is preferred.
• Ability to follow process and procedures guidance.
• Analytical and problem-solving abilities.
• Ability to display tact and poise under pressure when working through issues.
• Good communication and interpersonal skills.
• Ability to work efficiently in teams.
• Strong organizational, time management, and task prioritization skills.
• Responsiveness and reliability.
• Detail-oriented and client service focused.

Teammate Benefits & Total Well-Being

• 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.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies (\"Recruiting Vendors\"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

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\".