Surety Commercial Lines, Account Manager

The primary role of the Surety 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.

Your Impact:

• Respond promptly to client requests for bonds, quotes, and information; clarify requirements and timelines and gather needed documentation.
• Serve as a primary client contact, routing inquiries to appropriate internal resources when needed.
• Keep Account Executive (AE) informed of client needs, escalations, and status of open items; provide logistical guidance on bond delivery.
• Proactively identify and communicate client-specific needs or nuances to the AE.
• Prepare bonds using internal systems (e.g., Tinubu, Epic) as directed; ensure accuracy of details impacting premium and commission.
• Generate invoices and coordinate bond and invoice delivery (e.g., courier, mail, in-person), including managing shipment logistics.
• Maintain accurate system documentation, transaction records, and audit-ready files; submit required reports to surety carriers.
• Reconcile premiums/commissions with accounting and resolve discrepancies.
• Support organizational goals: collaboration, compliance (E&O mitigation), retention, corporate initiatives, and cross-functional coordination.

Successful Candidates Will Have:

• Two or more years of experience in the insurance industry is required. Experience working in surety – particularly issuance and billing of bonds – is preferred.
• Possess or obtain insurance licenses as required by the Company.
• 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.
• Physical Demands and Work Environment:

The employee must be able to effectively manage the demands of a fast-paced work environment. This includes the ability to adapt to changing priorities, handle multiple tasks simultaneously, and maintain composure under pressure while meeting deadlines and performance expectations. This position requires the ability to sit and work at a computer for extended periods of time. The employee must be able to focus on tasks involving prolonged screen time and perform repetitive motions such as typing and mouse use in a standard office environment. Regular phone communication is an essential part of this role. The employee must be able to make and receive calls as part of their daily responsibilities, communicate effectively and professionally, and provide accurate information in a clear and courteous manner.

Risk Strategies is the 9th largest privately held U.S. brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies is an Accession Risk Management Group company, with over 200 offices and more than 5,000 employees across the U.S. and Canada.

Our industry recognition includes being named a Great Place to Work, Best Places to Work in Insurance, and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.