Account Manager, Surety - Houston, TX

Responsibilities

The Account Manager serves as the primary client contact for bonding inquiries and manages the day-to-day relationship with business partners and underwriters. They are responsible for quality control of client data, preparing underwriting submissions, and overseeing the work of Account Associates.

Requirements

Candidates must have 2 to 3 years of industry experience with strong technical knowledge of property and casualty insurance. Proficiency in Microsoft Office tools and excellent interpersonal and organizational skills are required.

Skills

• Surety bonding
• Client relationship management
• Underwriting
• Data analysis
• Property and casualty insurance
• Microsoft office
• Adobe
• Financial statement analysis
• Communication
• Organizational skills
• Quality control
• Proposal creation
• Presentation skills
• Task management
• Detail oriented

Benefits

• Comprehensive benefits package
• 401k with employer match
• Leadership training
• Mental health services
• Education and student loan assistance
• Flexible work arrangements
• Summer fridays

About this role

About the Role
We are seeking a skilled Account Manager to join our dynamic Surety team in Houston, TX (The Woodlands).

Key Responsibilities Include
Serve as primary client contact for day-to-day bonding questions
Build and promote strong relationships with business partners, carriers and all stakeholders vested in the process
Quality control data in Epic, Erlon, and OneDrive including client data, surety contacts, bonds, rates, commissions
Communicate with clients and underwriters through the request process, including the provision of proper underwriting materials
Responds to accounting and invoice issues with appropriate adjustments/corrections within prescribed timelines
Oversee Account Associate work for accuracy and quality
Assist in creating proposals and presentations
Compile and/or approve complete and accurate submissions and deliver to underwriters; Provide timely responses to underwriter submission inquiries
Request and review client documents such as financial statements, work-in-progress, aging of receivables schedules
Conduct in-depth data analyses
Maintain knowledge of carrier underwriting appetites and contacts and recommend appropriate markets for client programs
Additional responsibilities as required

Skills & Experience That Lead to Success:
Strong technical property and casualty knowledge
Minimum of 2 to 3 years of industry experience
Proven ability to present and clearly explain information to clients
Proven ability to clearly explain problems/concerns to co-workers, supervisors and/or agency principals and suggest/recommend solutions
Data entry experience as well as excellent interpersonal skills
Competence in Microsoft Office tools such as Word, Excel, and Adobe
Task and detail oriented
Team player with demonstrated professional communication and organizational skills
Additional/Preferred Qualifications:
High school diploma or equivalent; College degree preferred
Valid driver’s license and reliable transportation required
Ability to travel as required
What You Can Expect From Us:
Comprehensive Benefits Package
Collaborative and innovative environment
Culture of continuous learning and professional development
Competitive salary package
401k with above-average employer match of up to 5% of your salary
Leadership training and support
Work/Life Balance (Summer Fridays, flexible work arrangements and mental health services)
Education and Student Loan Assistance
American Global is proud to be an equal opportunity workplace. We provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status.

We welcome applications from all and provide individuals with disabilities reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email info@americanglobal.com.

The salary range for this position (intended for U.S. applicants) will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant’s geographic location.
Who We Are
American Global is one of the largest privately held insurance and surety brokerage firms in North America specializing in all aspects of construction risk management. We support contractors, owners, and developers, helping protect them from the risks and exposures specific to the construction industry.

We are a vibrant, values-driven community with a unique, collaborative culture that fuels our desire to excel. Together, our team is transforming the construction industry and revolutionizing the role of broker. As we continue our journey, we seek to find the right individuals, in the right locations, to expand and enrich our fast-growing team of talented professionals across 15 locations throughout the US and Canada, as well as Rome, Italy.

Are you ready to be a part of our story?

About American Global

Insurance · 201-500 employees · headquartered in Jericho, New York · founded 2014