Surety Account Manager

Reposted 3 Days Ago
Be an Early Applicant
Kansas City, MO, USA
In-Office
95K-95K Annually
Junior
Insurance
The Role
Manages day-to-day client service for a surety insurance book of business, including responding to bond requests, gathering documentation, preparing and issuing bonds, processing premiums and commissions, invoicing, coordinating delivery, maintaining system data, and reporting to surety companies. The role partners closely with Account Executives and accounting while ensuring accurate, timely, and client-focused service.
Summary Generated by Built In

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”. 

Skills Required

  • Two or more years of experience in the insurance industry
  • Experience working in surety, particularly bond issuance and billing
  • Possess or obtain insurance licenses as required by the company
  • Reliable source of transportation
  • Knowledge of Microsoft Office products
  • Prior experience with Epic or Tinubu
  • Ability to follow processes and procedures
  • Analytical and problem-solving abilities
  • Tact and poise under pressure
  • 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

Brown & Brown Insurance Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown & Brown Insurance and has not been reviewed or approved by Brown & Brown Insurance.

  • Healthcare Strength — Healthcare offerings are broad, spanning medical/Rx, dental, vision, life, disability, and added programs alongside Lyra access with up to eight no‑cost coaching or therapy sessions for teammates and covered dependents. Breadth extends to fertility/adoption solutions, second‑opinion services, diabetes care, and Medicare advocacy.
  • Retirement Support — The 401(k) program includes an employer match up to 4% (100% of the first 3% plus 50% of the next 2%) with immediate vesting. Savings support is positioned as a core element of the total‑rewards package.
  • Equity Value & Accessibility — An Employee Stock Purchase Plan is available, and the company emphasizes an ownership mindset with a large share of teammates as shareholders. This creates accessible equity participation alongside retirement savings.

Brown & Brown Insurance Insights

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The Company
HQ: Daytona Beach, FL
2,391 Employees
Year Founded: 1939

What We Do

Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals. Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions. Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®. Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play. With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.

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