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The Surety Bond Account Manager assists clients in managing their bond needs, collaborates with surety companies, and maintains accurate records and communication regarding bond processes.

Provides legal counsel to North American specialty insurance businesses, including wholesale brokerage, MGAs, MGUs, program administrators, and specialty distribution platforms. Responsibilities include negotiating commercial and insurance agreements, advising on regulatory and contractual risks, supporting business initiatives and acquisitions, maintaining legal playbooks, and partnering with compliance, regulatory, operations, and executive stakeholders.

Manages small-group employee benefits client relationships, including plan design consultation, renewals, carrier and vendor selection, enrollment support, compliance coordination, retention, cross-selling, and adoption of digital self-service tools. The role maintains client data, delivers proposals, supports marketing campaigns, identifies growth opportunities, and collaborates with internal teams and partners to improve service delivery and client satisfaction.

Manage a small-group employee benefits book of business, serving as the primary client contact and providing insurance plan, compliance, renewal, and carrier guidance. Build relationships, support enrollment, maintain account data, coordinate internal and external partners, drive client retention and growth, promote digital tools and additional services, and identify cross-selling opportunities. The role requires licensed Health and Life insurance expertise, strong communication, and consultative client management.

Manages a small-group employee benefits book of business, serving as the primary client contact and providing insurance plan, compliance, renewal, and carrier guidance. Builds relationships, supports enrollment, maintains account data, drives retention and growth, identifies cross-selling opportunities, promotes digital self-service tools, and coordinates with marketing, HR, compliance, and third-party partners.

Supports attorneys with contract review, drafting, execution tracking, legal research, compliance projects, legal matter intake, document management, audits, and regulatory inquiries. Maintains legal records and contract management systems, coordinates with business stakeholders and outside counsel, handles confidential information, and uses AI-enabled solutions to improve legal operations.

Leads employee benefits operations by implementing operational strategies, improving workflows, monitoring KPIs, managing resources and budgets, mitigating risks, and advancing technology-enabled process improvements. The role manages, coaches, and develops teams; supports client retention, growth, and service quality; ensures regulatory and policy compliance; and collaborates cross-functionally to strengthen efficiency, scalability, and client and colleague experiences.

Manages high-net-worth personal insurance clients as a trusted advisor and primary contact. Reviews exposures, losses, and coverage; recommends appropriate products; manages renewals and retention; identifies cross-selling opportunities; and resolves complex service issues. Maintains accurate policy data in Applied EPIC, collaborates with carriers and internal teams, and delivers timely, professional client communication.

Analyze and report enterprise financial results, monitor revenue, expenses and KPIs, support budgeting, re-forecasting and outlook processes, prepare variance analysis and presentations versus budget/prior year, collaborate with operations and finance partners to improve reporting processes and KPIs, and ensure timely GAAP-aligned delivery of financial reporting.

Manage day-to-day service and policy maintenance for mid-size to large commercial accounts. Build client relationships, support renewals and retention, collaborate on risk management and proposals, handle claim reporting and carrier oversight, up-sell coverage, coach junior staff, and ensure compliance with licensing and agency procedures.