Surety Account Manager
$74,880–$97,760 year
HybridTacoma, Washington, United States
Job Summary
Process contract and commercial bond requests, including bid bonds, renewals, cancellations, and endorsements, while preparing and submitting surety applications and underwriting packages to carriers. Review bond documentation, contracts, bid specifications, cost estimates, financial statements, and work-in-progress reports to ensure accuracy and compliance with carrier requirements. Maintain complete records in Erlon, Sagitta, and ImageRight systems and prioritize workload to meet service standards and deadlines. Collaborate with clients, producers, carriers, and internal teams to deliver responsive service and support new business development through documentation preparation.
Required Qualifications
- Minimum 2 years of experience in an account specialist role or equivalent
- Experience supporting client accounts within insurance, surety, or a related financial services environment
- Strong oral and written communication skills
- Demonstrated proficiency with Microsoft Word, Excel, and Outlook
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Strong organizational skills and ability to work independently
- Resident State Agent License or ability to obtain within 2 months of hire
- Resident State Notary License or ability to obtain within 2 months of hire
Desired Qualifications
- 5+ years of total industry experience
- Surety or insurance industry experience
- Experience with agency management systems, including AMS Sagitta
- Experience with surety management platforms, including Erlon
- Strong technical knowledge of surety products and coverage
- College degree
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