Surety Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Surety Account Manager to join our growing team in Kansas City, Missouri!

 

The primary role of the Account Manager is to handle the day-to-day client service requirements on an assigned book of business, with the service requirements consisting primarily of preparing, issuing, and invoicing surety bonds. The book of business will have a Producer or Account Executive who has overall responsibility for service, placement, and business development.

The Account Manager’s focus includes a significant amount of time spent on system activity and communication with the client via email or phone. They have great accountability to adhere to corporate initiatives, process and procedures, including system of record data integrity. This role has in-office components.

 

How You Will Contribute: 

• Receive and respond to client requests for bonds, quotes, or other information.

• Communicate with clients to confirm or clarify what is needed and when – this may include requesting additional information like bond forms, bid specifications, contract documents, etc.

• Promptly inform Account Executive (AE) of client requests that require the AE’s attention.

• Maintain open line of communication with AE about the status of open items, and counsel AE on logistical considerations of delivering bonds.

• Advise AE on specific client needs or requests that may not be readily obvious, but need to be addressed in the routine course of servicing.

• Accurately input information affecting premium and commission, and generate an invoice.

• In coordination with the AE, determine the delivery method of the bonds and invoice to the client. This may include usage of FedEx, UPS, USPS, courier services, or in-person delivery.

• The AM maintains responsibility for coordinating logistics and making regular drop-offs of envelopes/packages at appropriate mail and parcel carriers, either at the office location or off-site.

• Understand the functionality of the systems being used for preparing bonds and processing transactions, which will primarily consist of Tinubu and Epic, but may involve other systems as necessary.

• Provide required execution reporting to the surety company, and coordinate with accounting to verify premium/commission calculations and reconcile any differences.

Licenses & Certifications:

• Possess or obtain insurance licenses as required by the Company.

Skills & Experience to be Successful:

• Two or more years of experience in the insurance industry is required. Experience working in surety – particularly issuance and billing of bonds – is preferred.

• Must have a reliable source of transportation.

• Knowledge of Microsoft Office products (Outlook, Word, Power Point, etc.) is required. Prior experience with specific software solutions like Epic or Tinubu is preferred.

• Ability to follow process and procedures guidance.

• Analytical and problem-solving abilities.

• Ability to display tact and poise under pressure when working through issues.

• Good communication and interpersonal skills.

• Ability to work efficiently in teams.

• Strong organizational, time management, and task prioritization skills.

• Responsiveness and reliability.

• Detail-oriented and client service focused.

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

Recruiting Vendor Disclosure Statement

Brown & Brown does not accept unsolicited resumes from external recruiters, recruitment vendors or employment agencies ("Recruiting Vendors"). Recruiting Vendors must have a valid written agreement and received prior written authorization from an authorized Brown & Brown representative before submitting candidates for any publicly posted role. Any unsolicited resumes submitted to Brown & Brown or its employees become the property of Brown & Brown, and no fees will be paid for such submissions. Additional information regarding this policy can be found on our careers page.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Welcome

We think of ourselves as a team, so we have teammates - not employees. We strive to attract people who are competitive, driven, and disciplined. Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

About Us

Founded in 1939 as a small, two-partner firm, Brown & Brown (NYSE: BRO) and our team of companies have grown into one of the world’s largest insurance brokerages while staying true to our foundation of trust, resilience, and delivering results. With a team that is as connected locally as it is globally, our high-performing, highly collaborative team delivers innovative risk and insurance solutions.

We look for individuals who embrace our culture, thrive in a collaborative environment, are driven to grow and succeed, and are committed to always doing what is right. With a unique culture built on integrity, superior capabilities and grit, we value teamwork, trust and courage. We think of ourselves as a team, so we have teammates—not employees, and leaders—not managers. Everything we do is about the greater “WE”—never “me.” While diverse in abilities and experience, we are all connected through our core values, a commitment to our local communities and a shared mission—always doing what is best for our customers.

Recruiting Vendor Disclosure Statement

Brown & Brown and its affiliates maintain an internal recruiting team responsible for filling open roles posted to the public. In certain situations, Brown & Brown may supplement its internal capabilities by engaging external recruiting vendors and employment agencies (“Recruiting Vendors”). Recruiting Vendors are not authorized to submit resumes, share candidate data, or directly or indirectly contact Brown & Brown employees to present candidates for employment opportunities. The only exception applies to Recruiting Vendors with an active Valid Agreement (as defined below) that has been approved by Brown & Brown.

In accordance with this policy, and to ensure appropriate authorization for sharing candidate personal information, Brown & Brown will not accept unsolicited resumes from any source other than Authorized Recruiting Vendors with a Valid Agreement in place who have been expressly invited to support a specific role. Any unsolicited resumes, incomplete submissions, or candidate data received through any means (including email or otherwise) will be considered the property of Brown & Brown. Brown & Brown will not pay any placement or related fees for unsolicited submissions or candidate data provided in violation of this policy. Such submissions may be used by Brown & Brown without any obligation to pay fees of any kind to Recruiting Vendors.

A Valid Agreement is defined as a written contract signed by an authorized representative of Brown & Brown. In the absence of a Valid Agreement, Brown & Brown assumes no liability under any legal theory, including but not limited to breach of contract, breach of implied contract, tortious interference, quantum meruit, any/or any other contractual or equitable claims in connection with candidates identified through unsolicited submissions made in violation of this policy.

If you are an existing Brown & Brown teammate, please click here to apply to a job on our internal career site.