Surety Account Executive at Houchens Insurance Group Inc.

Franklin, Tennessee, United States -

Full Time

Start Date

Immediate

Expiry Date

22 May, 26

Salary

0.0

Posted On

21 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Services, Account Audits, Financial Statement Review, Underwriting Submissions, Billing, Invoicing, Surety Bond Requests, Credit Analysis, Capacity Management, Renewal Management, Teamwork, Carrier Relationships, Risk Considerations, Time Management, Organizational Skills, Workflow Coordination

Industry

Insurance

Description

Description 40% Client/Policy Services Provide customer service for commercial accounts based on company policy & procedures. Performing regular account audits and complete quality audits. Review financial statements, work in progress reports, accounts receivable, and cash flow to support underwriting submissions. Handle client billing, invoicing, and payment follow-up. Prepare, coordinate, and submit surety bond requests while proactively addressing underwriting questions. Identify potential credit, capacity, or renewal concerns early and escalate appropriately when needed. 40% Teamwork/Relationships Partner with Client Associates and Client Advisors to ensure service standards, accuracy, and timeliness are met. Balance client advocacy with maintaining strong carrier credibility and relationships. Work closely with producers to support surety placements, renewals, and account strategy. Provide guidance and insight to producers regarding underwriting expectations, deal structure, and risk considerations. Push back professionally when necessary to protect carrier relationships and long-term client outcomes. Working well as an individual but also as part of the team – always serving as a “team player”. Treat assigned accounts as owned relationships, not transactional or task-based work. Exercise sound judgment on when to involve the Surety Practice Leader versus handling matters autonomously. Manage workload distribution across team members. 10% Work Ethic Following procedure while constantly being on the lookout for areas of improvement. Taking initiative to work with management to implement appropriate changes. Using strong organizational and time management skills in order to maintain efficiency. Coordinate workflows without direct people-management responsibility. Ensure compliance with internal procedures and client service standards. Manage deadlines, renewals, and follow-ups independently with minimal escalation. 10% Determination Assisting with training of new team members. Presenting a professional appearance and demeanor. Displays commitment and initiative to meet department and agency education goals as set forth in the organization’s education program. Requirements Education and/or Experience At least five years related insurance experience and/or training, preferably handling multi-line, large commercial accounts; or equivalent combination of education and experience. Certifications Must hold applicable state insurance license or have the ability to obtain such within 90 days of employment. Must be able to obtain insurance designations as set forth by the organization’s education plan.

Responsibilities

This role involves providing client services for commercial accounts, including audits, reviewing financial statements to support underwriting, and handling billing and surety bond submissions. A significant portion of the role focuses on partnering with internal teams, maintaining carrier relationships, and providing guidance to producers on surety placements and risk.