Description
About the Opportunity:
Our growing client is seeking a dynamic and experienced Surety Account Executive / Team Lead to spearhead daily service operations while managing a high-profile book of business. This is a hybrid producer-operational role split exactly 50% on senior account management and 50% on team leadership, mentorship, and workflow optimization.
Responsibilities:
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Splits time evenly between managing key accounts (50%) and guiding 3–5 Account Executives (50%).
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Oversees a high-volume, double-digit premium book of contract bonds.
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Handles end-to-end processing, including bid/performance bonds, invoicing, printing, and shipping.
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Serves as technical escalation lead, providing daily training and quality control.
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Partners with leadership to implement automation, CRM tools, and AI-assisted workflows.
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Monitors key metrics (KPIs) like turnaround times and accuracy to maintain service quality.
NOTE: Applicants must be U.S. citizens or permanent residents (Green Card holders) to be considered for this position.
Job Type: Full-time, Permanent
Benefits include: Medical, dental, vision.
Work Set Up/Schedule:Remote (8:30am to 5pm / EST Hours Required)
Requirements:
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Bachelor’s Degree is preferred.
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7+ years of dedicated contract bonding and surety experience.
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Proven track record at an insurance agency, brokerage, or surety carrier as an Account Manager, Underwriter, or Producer.
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Ability to split workload 50/50 between running complex accounts and leading an Account Executive team.
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Expert knowledge of the full lifecycle of bid and performance bonds, including processing, printing, invoicing, and distribution.
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Hands-on experience using Applied Epic for bond management alongside basic Excel skills.
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Prior experience working within or supporting a team of at least 3–5 Account Executives.
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Enthusiasm for modern workplace technology, workflow automation, and AI-assisted tools (like ChatGPT).
Preferred Qualifications (Nice to Have)
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Prior experience with HubSpot or similar customer relationship management platforms.
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Familiarity or hands-on experience using Tinubu software.
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Clear understanding of performance KPIs, specifically turnaround times and accuracy tracking.
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Background leading workflow-driven service, support, or operations teams.
Our client is a specialized staffing and talent acquisition firm founded in 2017 and headquartered in Columbus, Ohio, with additional presence in Southern California and Dallas. They focus on placing high-quality professionals in IT, engineering, finance, and healthcare roles, serving client needs for contract, contract-to-hire, and direct placement positions. Our client is recognized for its rapid candidate delivery—often within 48–72 hours—its commitment to diversity and inclusion, and a rigorous screening process that ensures both technical fit and cultural alignment. The firm limits its client roster to maintain exceptional service and provides 24/7 support, aiming to build long-term partnerships with both clients and consultants.
• Bachelor’s Degree is preferred. • 7+ years of dedicated contract bonding and surety experience. • Proven track record at an insurance agency, brokerage, or surety carrier as an Account Manager, Underwriter, or Producer. • Ability to split workload 50/50 between running complex accounts and leading an Account Executive team. • Expert knowledge of the full lifecycle of bid and performance bonds, including processing, printing, invoicing, and distribution. • Hands-on experience using Applied Epic for bond management alongside basic Excel skills. • Prior experience working within or supporting a team of at least 3–5 Account Executives. • Enthusiasm for modern workplace technology, workflow automation, and AI-assisted tools (like ChatGPT). Preferred Qualifications (Nice to Have) • Prior experience with HubSpot or similar customer relationship management platforms. • Familiarity or hands-on experience using Tinubu software. • Clear understanding of performance KPIs, specifically turnaround times and accuracy tracking. • Background leading workflow-driven service, support, or operations teams.
