Relation Insurance is seeking an experienced Surety Account Manager to join its growing Tulsa, OK office.
This is an opportunity to manage an established book of commercial surety clients while serving as their trusted day-to-day advisor. You'll partner closely with producers, surety companies, and clients to deliver exceptional service, coordinate bond requests, support renewals, and help clients navigate the bonding requirements that keep their businesses moving forward.
As Relation continues expanding its Southwest operations, you'll join a collaborative team that values expertise, professional development, and long-term client relationships. If you enjoy building trust with clients, solving complex problems, and delivering outstanding service without the pressure of sales or prospecting, we'd love to connect.
What You'll Do
- Serve as the primary day-to-day contact for an assigned book of commercial surety clients.
- Build trusted relationships by advising clients on bonding requirements, bond programs, renewals, and account servicing needs.
- Prepare, process, and issue contract, commercial, license, permit, court, and miscellaneous surety bonds.
- Coordinate bond requests and submissions with surety carriers while ensuring timely execution and delivery.
- Review bond forms, contract documents, indemnity agreements, and supporting financial information for accuracy and completeness.
- Manage bond renewals, continuation certificates, rider requests, cancellations, and other policy servicing activities.
- Work closely with producers and underwriters to negotiate terms and secure bonding solutions that meet client needs.
- Respond promptly to client inquiries regarding bond status, obligations, billing, and documentation requirements.
- Maintain accurate documentation and account activity within the agency management system.
- Monitor outstanding bond requests and proactively communicate with clients, producers, and carriers throughout the process.
- Stay current on surety market trends, carrier guidelines, and regulatory requirements.
- Recommend process improvements that enhance client service and operational efficiency.
What You Bring
- 3+ years of Surety Account Management or Surety Client Service experience.
- Strong knowledge of commercial surety products, including contract and commercial bonds.
- Experience working directly with surety companies, underwriters, producers, and commercial clients.
- Active Property & Casualty License (preferred or ability to obtain if required).
- Strong organizational skills with the ability to manage multiple deadlines and bond requests simultaneously.
- Exceptional attention to detail and commitment to delivering outstanding client service.
- Experience reviewing bond forms, financial information, and contract documentation.
- Industry designations such as CISR, CIC, AFSB, CPCU, or AINS are a plus.
- Experience supporting construction contractors, developers, or other commercial surety clients is highly preferred.
- Bilingual English/Spanish is a plus.
Why Join Relation Insurance?
- Competitive compensation plus annual incentive opportunity.
- Comprehensive medical, dental, vision, wellness, PTO, paid holidays, and 401(k).
- Hybrid flexibility after onboarding and training.
- Join a nationally recognized insurance brokerage with strong financial stability.
- Collaborative Tulsa leadership team with opportunities for continued professional growth.
- Modern technology and AI-enabled tools that help streamline client service.
- Opportunity to build long-term client relationships while becoming a trusted expert in the specialized field of commercial surety.
EEOC: We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
