Surety Account Executive

Description

• Provide customer service for commercial accounts based on company policy & procedures.
• Performing regular account audits and complete quality audits.
• Review financial statements, work in progress reports, accounts receivable, and cash flow to support underwriting submissions.
• Handle client billing, invoicing, and payment follow-up.
• Prepare, coordinate, and submit surety bond requests while proactively addressing underwriting questions.
• Identify potential credit, capacity, or renewal concerns early and elevate appropriately when needed.

• Partner with Client Associates and Client Advisors to ensure service standards, accuracy, and timeliness are met.
• Balance client advocacy with maintaining strong carrier credibility and relationships.
• Work closely with producers to support surety placements, renewals, and account strategy.
• Provide guidance and insight to producers regarding underwriting expectations, deal structure, and risk considerations.
• Push back professionally when necessary to protect carrier relationships and long-term client outcomes.
• Working well as an individual but also as part of the team – always serving as a “team player”.
• Treat assigned accounts as owned relationships, not transactional or task-based work.
• Exercise sound judgment on when to involve the Surety Practice Leader versus handling matters autonomously.
• Manage workload distribution across team members.

• Following procedure while constantly being on the lookout for areas of improvement.
• Taking initiative to work with management to implement appropriate changes.
• Using strong organizational and time management skills in order to maintain efficiency.
• Coordinate workflows without direct people-management responsibility.
• Ensure compliance with internal procedures and client service standards.
• Manage deadlines, renewals, and follow-ups independently with minimal escalation.

• Assisting with training of new team members.
• Presenting a professional appearance and demeanor.
• Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program.

Requirements

Education and/or Experience

At least five years related insurance experience and/or training, preferably handling multi-line, large commercial accounts; or equivalent combination of education and experience.

Certifications

Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.