Surety Account Manager - Bonds & Client Service

Brown & Brown Insurance; Missouri; Remote; USD 86,000 - 105,000; Full time

Benefits offered by this job

Health Benefits

401k

Employee Stock Purchase Plan (ESPP)

Tuition Reimbursement

Job summary

Brown & Brown Insurance is seeking a Surety Account Manager to handle day-to-day client service for an assigned bond book. You will manage quotes, invoicing, and delivery methods while coordinating with the Account Executive on service and business development.

The role emphasizes accuracy, system use (Tinubu, Epic), and timely communication with clients and colleagues. Strong organization and reliability are essential for success.

Qualifications

• 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 Epic or Tinubu is preferred.
• Ability to follow process and procedures guidance.
• Strong communication and interpersonal skills.
• Detail-oriented and client service focused.

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.
• Inform Account Executive of client requests that require their attention.
• Maintain open communication with AE about status of open items and logistics of delivering bonds.
• Advise AE on client needs or requests that may not be obvious.
• Input information affecting premium and commission, and generate an invoice.
• Determine delivery method of bonds and invoice to the client.
• Coordinate logistics and make regular drop-offs of envelopes/packages.
• Understand Tinubu, Epic, and other systems used for bonds and transactions.
• Provide execution reporting to the surety company and reconcile differences with accounting.

Job description

Brown & Brown Insurance is seeking a Surety Account Manager to handle day-to-day client service for an assigned bond book. You will manage quotes, invoicing, and delivery methods while coordinating with the Account Executive on service and business development.

The role emphasizes accuracy, system use (Tinubu, Epic), and timely communication with clients and colleagues. Strong organization and reliability are essential for success.