Surety Account Manager

Alera Group, Inc.

United States

Hybrid

USD 49,593 - 64,747

Full time

14 days+

Get more replies from employers

Send a job-specific resume in minutes.

Benefits offered by this job

Hybrid work model

Competitive benefits package

Job summary

Alera Group, Inc. is seeking a Surety Account Manager for its Property & Casualty team. This role focuses on servicing clients, processing bond requests, and maintaining strong carrier relationships in a hybrid work environment.

The ideal candidate has a college degree, 2+ years in an account specialist role in insurance/surety, and solid communication skills to support risk strategy and client service excellence.

Qualifications

2+ years of experience in an account specialist role or equivalent.
Experience supporting client accounts within insurance, surety, or related financial services.
Strong oral and written communication skills.
Proficiency with Microsoft Word, Excel, and Outlook.

Responsibilities

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 knowledge of carrier underwriting requirements and authority guidelines.

Skills

Oral and written communication

Microsoft Word

Microsoft Excel

Microsoft Outlook

Education

College degree

Tools

Sagitta

Erlon

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, 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

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.

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

Licensure & Certifications

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.