Job description

Position Summary: The Senior Account Manager, Contract Surety is an experienced surety professional responsible for independently managing a portfolio of commercial and/or contract surety accounts, including accounts of increased complexity. This position combines strong account-management capabilities with established technical surety knowledge and is expected to anticipate client needs, identify potential issues, and proactively coordinate solutions. Supervisory Responsibilities: None Essential Tasks: • Independently manage an assigned portfolio of commercial and/or contract surety accounts • Maintain client/account responsibilities appropriate to experience, capacity, and team structure • Handle complex bond requests, renewals, continuations, riders, and related transactions • Develop a thorough understanding of client operations, bond programs, and carrier relationships • Prepare complete underwriting submissions • Communicate independently with clients and carrier partners • Review bond forms, contracts, and specifications for unusual requirements • Review financial and underwriting information and recognize relevant trends or concerns • Independently manage multiple client accounts, bond requests, renewals, deadlines, and competing priorities with accuracy and appropriate follow-through • Assist with financial statements, WIP schedules, backlog, and other underwriting information • Proactively manage renewals, open bond activity, and underwriting requirements • Partner with producers and Account Executives on client and carrier meetings • Exercise independent judgment and recognize situations requiring escalation • Identify opportunities to improve workflows and client service • Serve as a technical and procedural resource to less-experienced team members • Support onboarding, training, and mentoring as appropriate Core Competencies: • Leadership : Display leadership skills and ability to motivate fellow employees • Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner • Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly • Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences • Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively • Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals • Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction • Dependability : Acknowledgment of the importance of being present and punctual • Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome • Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously • Adaptabilit y: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment • Problem Solving & Judgment : Ability to recognize issues, evaluate options, exercise sound judgment, and resolve problems effectively and timely Experience and Education: • 3 - 5 years of Surety insurance experience including bond forms, underwriting requirements, carrier processes, and surety documentation • Working knowledge of financial statements and surety underwriting information, with the ability to identify and communicate relevant information to producers and carrier partners Licensing and Credentials: • Active General Lines or Property & Casualty License required • AFSB (Associate in Fidelity and Surety Bonding) designation preferred, or candidates open to pursuing the designation as part of their professional development Systems: • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook • Erlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable • Ability to learn and effectively utilize agency, surety, and other business technology and adapts readily to new systems and tools Location: • Hybrid work schedule will be considered for qualified candidates (must live a commutable distance from office location). Physical Requirements: • Ability to lift 25 pounds • Repeated use of sight to read documents and computer screens • Repeated use of hearing and speech to communicate on telephone and in person • Repetitive hand movements, such as keyboarding, writing, 10-key • Walking, bending, sitting, reaching and stretching in all directions Benefits and Compensation: • Higginbotham offers medical, dental, vision, prescription drug coverage, 401(k), equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing • Employee Wellness Program • Company paid holidays, plus PTO Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members. *Applications will be accepted until the position is filled

Requirements

Must-haves

This position combines strong account-management capabilities with established technical surety knowledge and is expected to anticipate client needs, identify potential issues, and proactively coordinate solutions.
Supervisory Responsibilities: None
Independently manage an assigned portfolio of commercial and/or contract surety accounts
Maintain client/account responsibilities appropriate to experience, capacity, and team structure
Handle complex bond requests, renewals, continuations, riders, and related transactions
Develop a thorough understanding of client operations, bond programs, and carrier relationships
Prepare complete underwriting submissions
Communicate independently with clients and carrier partners
Review bond forms, contracts, and specifications for unusual requirements
Review financial and underwriting information and recognize relevant trends or concerns
Independently manage multiple client accounts, bond requests, renewals, deadlines, and competing priorities with accuracy and appropriate follow-through
Assist with financial statements, WIP schedules, backlog, and other underwriting information
Proactively manage renewals, open bond activity, and underwriting requirements
Partner with producers and Account Executives on client and carrier meetings
Exercise independent judgment and recognize situations requiring escalation
Identify opportunities to improve workflows and client service
Serve as a technical and procedural resource to less-experienced team members
Support onboarding, training, and mentoring as appropriate
Leadership : Display leadership skills and ability to motivate fellow employees
Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences

Nice-to-haves

AFSB (Associate in Fidelity and Surety Bonding) designation preferred, or candidates open to pursuing the designation as part of their professional development
Erlon and Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Application prep

Use the role’s language and application details while tailoring your materials.

Platform: ukg
Effort: medium

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Pto

Wellness

Professional Development