Insurance Surety Account Manager

Description

Location:

Onsite at Dallas, TX;
Houston, TX; or Tupelo, MS.

The Insurance Surety Account Manager possesses a high degree of product line knowledge and technical expertise. Requires thorough understanding of financial reporting and general ledger structure, along with experience reviewing company Annual and Interim Financial Statements, Personal Financial Statements, and WIP reports.

• Serve as the primary point of contact for an assigned book of clients, ensuring high-quality service and timely resolution of inquiries.
• Conduct regular exposure analysis and risk reviews with clients and prospects.
• Lead the complete marketing process for new and renewal business.
• Collaborate with clients and carriers to gather necessary data and negotiate coverage terms.
• Review and present carrier quotes, ensuring alignment with client needs and agency standards.
• Prepare and deliver bond documents within established timelines.
• Maintain accurate client and policy data in agency systems.
• Identify and pursue account rounding, cross-sell, and referral opportunities.
• Support new business prospecting efforts and contribute to agency growth initiatives.
• Work with producers to service new and existing clients and assist in providing underwriting information for bonding with surety companies.
• Interact, negotiate, bill, and issue various surety bonds.
• Provide independent service to an assigned book of business with minimal producer or management involvement, prioritize effectively, respond within designated time frames, and act as producer and servicer on assigned house accounts.
• Assist producers in the production of new and renewal accounts.

• Bachelor’s degree
• Active Property & Casualty Insurance License
• 3+ years of Commercial P&C Insurance and/or Surety experience

• AFSB Surety designation
• Background in contract review and analysis of contract specifications to ensure customer compliance.

Exempt Status:
Yes (not eligible for overtime pay).

Office workplace type:
Office.

Huntington is an Equal Opportunity Employer.

Tobacco-Free Hiring Practice:
Visit Huntington's Career Web Site for more details.