Surety Account Manager & Team Lead - Bonds & Operations

AON PLC; Arizona; Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

NFP is seeking a Surety Account Manager, Processor Team Lead to manage client relationships and oversee surety account service activities. This role provides leadership to the Surety Processing team, ensuring accurate and timely issuance, renewal, and servicing of surety bonds.

The ideal candidate has 3+ years in insurance, leadership experience, and a Property & Casualty license; Bachelor's preferred. The position offers a base salary in the $75,000–$85,000 range plus incentives and

Qualifications

• Associate degree or equivalent experience required; Bachelor's degree preferred.
• 3+ years of insurance industry experience, including surety account management or related client service.
• Leadership, supervisory, or team lead experience preferred.
• Property & Casualty Insurance License required or obtainable within 30 days of hire.

Responsibilities

• Develop and maintain strong relationships with clients, surety carriers, producers, and internal business partners.
• Participate in client meetings and provide consultative support regarding bond programs, renewals, and service needs.
• Lead the review of surety proposals, bond documentation, renewal information, and carrier source documents for accuracy and completeness.
• Oversee the day-to-day operations of the Surety Processing team, including workflow distribution, prioritization, and quality assurance.
• Provide guidance, training, and mentorship to surety processors to support performance, productivity, and professional development.
• Monitor departmental service standards and ensure timely completion of bond issuance, renewals, endorsements, cancellations, and reinstatements.
• Manage and maintain client records, bond schedules, policy information, and supporting documentation within agency management systems and carrier portals.
• Review and approve bond requests, renewal processing, invoices, finance agreements, and related surety transactions.
• Coordinate the issuance of new and renewal bonds, including bid, performance, payment, maintenance, and miscellaneous bonds.
• Track bond renewals and ensure all required documentation and billing information is processed accurately and within established service timelines.
• Address client service issues, billing inquiries, and bond-related concerns while collaborating with carriers and internal departments as needed.
• Assist with process development, workflow enhancements, and operational efficiency initiatives to improve overall team performance.
• Maintain compliance with agency procedures, carrier requirements, and regulatory guidelines.
• Support special projects and departmental initiatives as assigned.

Skills

Leadership

Client relationships

Communication

Analytical

Organization

Problem solving

Attention to detail

Team collaboration

MS Office

Education

Associate degree

Bachelor's degree preferred

Tools

Microsoft Office

Agency management systems

Carrier portals

Job description

NFP is seeking a Surety Account Manager, Processor Team Lead to manage client relationships and oversee surety account service activities. This role provides leadership to the Surety Processing team, ensuring accurate and timely issuance, renewal, and servicing of surety bonds.

The ideal candidate has 3+ years in insurance, leadership experience, and a Property & Casualty license; Bachelor's preferred. The position offers a base salary in the $75,000–$85,000 range plus incentives and