Surety Account Executive

Posted 8 Days Ago
Be an Early Applicant
Hiring Remotely in Cleveland, OH
Remote
Mid level
Insurance
The Role
The Surety Account Executive manages a portfolio of clients, ensuring transaction accuracy and compliance. Responsibilities include renewing contracts, client communication, data maintenance, and collaborating with the sales team on new business opportunities. The role requires strong organizational and customer service skills.
Summary Generated by Built In

Company Description

Brunswick Companies is a family-owned business with an over 50 year history of providing insurance, risk management, and surety products across the nation. Our team is committed to developing and mentoring all new employees.

Job Description

Job Summary:

The Surety Account Executive manages and retains a portfolio of existing clients while supporting new business development. This role involves acting as the primary point of contact for clients, ensuring accurate transaction processing, and maintaining compliance with agency and department procedures. The ideal candidate is an energetic self-starter with excellent customer service and organizational skills, a strong sense of urgency and able to handle high volume fast paced, and the ability to thrive in a collaborative team environment.


Key Responsibilities

  • Manage client relationships, including renewals, endorsements, cancellations, and invoicing.
  • Serve as the primary client contact, addressing inquiries and coordinating with sureties.
  • Maintain accurate client data in the Agency Management System.
  • Support sales efforts by processing new client transactions and documentation.
  • Collaborate with prospects to evaluate needs, complete bond forms, and facilitate new business placement.
  • Serve as the primary contact for a portfolio of clients, ensuring retention and satisfaction.
  • Manage renewals, endorsements, cancellations, and invoicing.
  • Maintain accurate client data in the Agency Management System.
  • Communicate effectively with sureties and clients to resolve issues.
  • Support new business by processing leads, completing bond forms, and following up on bond status.
  •  Identify and evaluate new client opportunities in collaboration with the sales team.

Qualifications

Qualifications:

  • 3-5+ years of hands-on experience with surety bonds, including client servicing.
  • Active P&C license required.
  • Proficiency in agency management software (Applied Systems and Tinubu preferred).
  • Strong time management, multitasking, attention to detail and organizational skills.
  • Expert-level skills in Microsoft Office applications.
  • Exceptional verbal and written communication abilities.
  • Customer service excellence with a problem-solving mindset.
  • High school diploma or GED required; 2-year degree preferred.

Additional Information

Full Time. Competitive benefits. Remote, Hybrid, or On-Site. 8:30-5 (M-F) 1 hour lunch

Compensation and Benefits:

  • Competitive salary and benefits package, including health, dental, vision, and life insurance.
  • 401(k) retirement plan with company contribution.
  • Paid time off, holidays, and early closure days.
  • On-site gym and professional development opportunities.
  • A supportive and inclusive company culture that values diversity and teamwork.
  • Opportunities for professional development.


How to Apply: If you are passionate and have what it takes to excel in this role, we would love to hear from you! Please submit your resume and a cover letter outlining your qualifications and why you are interested in joining Brunswick Companies. We look forward to reviewing your application.

Brunswick Companies is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All your information will be kept confidential according to EEO guidelines. This position will oversee the general administrative function and activities of the office as a member of the corporate services team.

The Company
HQ: Cleveland, OH
52 Employees
On-site Workplace
Year Founded: 1972

What We Do

Since 1972, Brunswick Companies has cultivated relationships with clients, carriers, and partners to offer a broad range of insurance and risk management programs including:

- Commercial Insurance
- Professional Insurance
- Personal Insurance
- Surety Bonds

The firm is distinctive in its all-inclusive approach to insurance, offering clients strategic advisory services and claims management to fully address the exposure that is unique to each landscape. Licensed in all 50 states, we have built a national reputation by providing the highest level of personal service and support.

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