CareerPlan

Account Executive/Broker II

Dallas, TX, USFull-time$134k2026-10-08 → 2026-11-09
Hybrid

Core

Lead strategy and manage a portfolio of surety clients, securing facilities and delivering complex bonding programs for domestic and global construction and commercial clients.

Role type

Senior Account Executive / Surety Broker

Builds

Surety bonding programs and client service solutions

Domain

Insurance / Surety / Construction

Deliverable

client delivery

Required skills

Surety industry expertise, relationship building, financial analysis, proposal development, sales strategy, client advisory

Preferred skills

Property and Casualty licensing, travel readiness

Technologies

Surety placement memoranda, financial presentation tools

Responsibilities

Manage and grow a portfolio of surety clients; Provide advisory services on surety program structures; Consult on surety market conditions and companies; Secure and manage surety facilities; Negotiate terms and conditions for bonds; Monitor client credit profiles and operations; Lead client service teams in day-to-day account management; Drive growth by collaborating with sales producers and responding to RFPs; Prepare and present surety proposals.