Surety Account Manager - Southeast Region in Fort Washington, Pennsylvania at Patriot Growth Insurance Services

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is currently ranked as the 25th largest broker in the U.S. by Business Insurance and has been named to the 2025 Inc. 5000 list of fastest-growing companies. With over 2,100 employees operating in 150+ locations in over 45 states, Patriot’s collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Position Overview: We are seeking a detail-oriented Surety Account Manager to support contractors by managing their surety bonding needs from bid through contract completion. This role plays a critical part in ensuring bonds, contracts, and related documentation are executed accurately, invoiced timely, and fully compliant with applicable requirements. The ideal candidate is organized, client-focused, and comfortable managing multiple priorities in a fast-paced environment.

Work Arrangement: This is a full-time position intended for a candidate based in the Southeast Region. Work location (remote, hybrid, or in-office) will be determined based on business needs and the candidate’s location.

Professional Responsibilities:

• Manage the surety bonding needs of assigned contractor clients, including bid bonds, performance bonds, and payment bonds.
• Coordinate contract and proposal documentation, ensuring accuracy, completeness, and compliance with applicable requirements.
• Process bond invoicing and related plan orders, ensuring timely and accurate monthly billing.
• Prepare and submit reports related to bond activity, contract tracking, and invoicing.
• Coordinate with applicable transportation or contracting authorities to obtain plans and supporting documents for clients.
• Provide client support for bond requests as needed, coordinating delivery and fulfillment through appropriate channels.
• Maintain accurate and well-organized records for bond issuance, contracts, proposals, and invoicing activities.
• Adhere to internal policies, regulatory requirements, and ethical standards while safeguarding sensitive client and company information.

Qualifications and Requirements:

• 2+ years of experience in surety bonding, contract administration, or a related field.
• Active insurance license as required for the role.
• Associate degree in Business Administration, Finance, or a related field; equivalent experience may be considered.
• Strong understanding of financial concepts related to surety bonding, including invoicing and basic accounting principles.
• Proficiency with Microsoft Office (Word, Excel, Outlook) and systems used for contract management, invoicing, and reporting.
• Excellent written and verbal communication skills with a client-focused, service-oriented approach.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities effectively.
• Critical thinking and problem-solving skills to support clients and internal partners.
• Ability to collaborate effectively within a team environment and contribute to shared goals.
• Commitment to ongoing professional development and staying current with industry trends and best practices.

Why Patriot Growth Insurance Services: We offer the opportunity to be a part of one of the fastest-growing insurance companies since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team. In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.