Surety Account Manager

Dickerson Group; Tacoma (WA); Hybrid; USD 103,154,688 - 134,674,176; Full time

Benefits offered by this job

Hybrid work

Medical benefits

401(k)

Paid time off

Job summary

Alera Group's Surety Account Manager – Property & Casualty in Tacoma, WA, is responsible for supporting risk strategy, client service excellence, and operational accuracy within a collaborative team. You will process bond requests, prepare underwriting packages, and maintain strong relationships with clients and carriers while ensuring compliance with underwriting guidelines and internal standards.

Location flexibility: Hybrid work model with in‑office presence required 2 days weekly, plus

Qualifications

• Minimum 2 years in an account specialist role or equivalent.
• Experience supporting client accounts within insurance, surety, or related financial services.
• Proficient with Microsoft Word, Excel, and Outlook.

Responsibilities

• Process contract and commercial bond requests accurately and efficiently.
• Prepare and submit surety applications and underwriting packages to carriers.
• Review bond documents, contracts, bid specifications, cost estimates, financial statements, and work-in-progress reports.
• Partner with clients, producers, carriers, and internal teams to deliver responsive service and timely follow-up.
• Build and maintain strong relationships with carriers, clients, producers, and colleagues.
• Maintain current knowledge of carrier underwriting requirements and authority guidelines.

Skills

Account management

Insurance knowledge

Communication skills

MS Word/Excel/Outlook

Time management

Independent worker

Tools

AMS Sagitta

Erlon

ImageRight

Job description

OVERVIEW

Surety Account Manager – Property & Casualty

At Alera Group, our Property & Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We’re seeking a Surety Account Manager who will support risk strategy, client service excellence, and operational accuracy.

About Alera Group: Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

This role will focus on client servicing and collaborate with producers, account managers, carriers, clients, and internal operations teams.

Why Alera Group

• Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction
• Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries
• Collaborative Culture: Work in a team‑oriented environment that values accountability, partnership, and the principles of The Collaborative Way

RESPONSIBILITIES

What You’ll Do / Your Impact

Client Partnership & Risk Strategy

• Support clients by processing contract and commercial bond requests accurately and efficiently
• Prepare and submit surety applications and underwriting packages to carriers
• Review bond documentation, contracts, bid specifications, cost estimates, financial statements, and work‑in‑progress reports
• Partner with clients, producers, carriers, and internal teams to deliver responsive service and timely follow‑up
• Build and maintain strong relationships with carriers, clients, producers, and colleagues
• Maintain current knowledge of carrier underwriting requirements and authority guidelines

Operational Excellence

• Manage account responsibilities with increasing independence while supporting an assigned book of business
• Process contract bond requests including bid bonds, final bonds, riders, consents, endorsements, cancellations, and final billings
• Process commercial bond requests including renewals, non‑renewals, license and permit bonds, miscellaneous bonds, riders, endorsements, and cancellations
• Prioritize workload to ensure service standards and deadlines are met
• Maintain complete and accurate records in Erlon, Sagitta, and ImageRight
• Ensure documentation and processes comply with company standards and carrier requirements
• Participate in assigned training and professional development opportunities

Strategic Contribution

• Support new business development through preparation of surety submissions and underwriting documentation
• Collaborate with bond managers, team leads, senior account managers, and producers to deliver client solutions
• Contribute to client retention through exceptional service and relationship management
• Identify opportunities to improve processes, efficiency, and client experience
• Assist with special projects and initiatives as assigned

QUALIFICATIONS

What You Bring

Required

• Minimum 2 years of experience in an account specialist role or equivalent
• Experience supporting client accounts within insurance, surety, or a related financial services environment
• Strong oral and written communication skills
• Demonstrated proficiency with Microsoft Word, Excel, and Outlook
• Ability to manage multiple priorities while maintaining accuracy and attention to detail
• Strong organizational skills and ability to work independently
• Resident State Agent License or ability to obtain within 2 months of hire
• Resident State Notary License or ability to obtain within 2 months of hire

Preferred

• 5+ years of total industry experience
• Surety or insurance industry experience
• Experience with agency management systems, including AMS Sagitta
• Experience with surety management platforms, including Erlon
• Strong technical knowledge of surety products and coverage
• College degree

Core Competencies

• Client‑first mindset
• Strong attention to detail
• Accountability and follow‑through
• Relationship building and collaboration
• Proactive problem‑solving
• Dependability and professionalism
• Time management and workload prioritization
• Commitment to continuous learning

ADDITIONAL INFORMATION

Compensation: Hourly $36-47

Benefits: Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model: This role is Hybrid

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

• Role‑specific learning paths
• Leadership development programs
• Technical and compliance training
• Industry certifications and continuing education support
• Peer learning and knowledge‑sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications

This position may require:

• Active Property & Casualty License
• Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

Location Type: Hybrid - 2 or less days in office