About this role
Position Summary: The Surety Bond Account Manager provides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial and/or contract bond accounts.
Essential Tasks:
• Provide exceptional customer service and support to clients throughout the surety bond process
• Collectively or independently markets and processes bond requests, resolves billing issues, and creates bond reports for small and mid-level commercial accounts and/or contract accounts.
• Ensure familiarity with online surety programs and company websites/portals
• Communicates with Underwriters on status of account or individual bond approvals
• Provide invoices and statements to clients and review weekly accounts receivables to ensure timely payment on outstanding invoices and assist with collection tasks
• Develops and maintains strong professional relationships with surety markets in order to maximize opportunity to place business and receive favorable consideration
• Maintains knowledge of new developments or changes with various surety companies and new federal/state laws that may affect how our clients conduct business; consults, informs and educates clients about coverage, exclusions and exposures
• Provides support to Producers as needed
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Review and analyze reports and take appropriate action to renew, continue or close out existing bonds
• Organize and maintain client files electronically as well as properly document management system with bond transactions
• Other duties as assigned
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
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment
Experience and Education:
• 2-5 years relevant working experience in a Surety environment required
Licensing and Credentials:
• Active Property and Casualty license required
• Texas Notary Commission required (company will help candidate obtain if needed)
Systems:
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable
Location:
• This is an in office role in Lake Charles, LA
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 & Compensation:
• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, 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