Surety Account Coordinator

Job Description

Job Description

Relation Insurance Services | Dallas, Texas
Full-Time | Hybrid Flexibility After Training

Build Your Career in the Specialized World of Surety

Relation Insurance is seeking a highly organized, detail-driven Surety Account Coordinator to join its growing Dallas team.

Prior surety experience is a plus, but it is not required. We're looking for someone who thrives in a fast-paced, process-driven environment where accuracy, organization, follow-through, and deadlines matter. If you have experience in insurance support, underwriting, legal administration, medical billing, or another detail-intensive field, this could be an opportunity to build a long-term career in commercial insurance and surety.

You'll work alongside experienced producers and surety professionals to process bond requests, coordinate documentation, communicate with clients and carriers, and keep accounts moving efficiently. We'll provide the support and industry knowledge to help you learn the specialized world of surety.

If you're sharp, organized, dependable, and enjoy keeping a lot of moving pieces on track, we'd love to meet you.

What You'll Do

• Process and coordinate commercial and contract surety bond requests
• Prepare bond forms and supporting documentation accurately and efficiently
• Coordinate requests and submissions with surety carriers and underwriters
• Track bond requests, renewals, continuation certificates, riders, cancellations, and outstanding documentation
• Review forms and supporting documents for accuracy and completeness
• Communicate with clients, producers, underwriters, and carriers to keep requests moving and deadlines on track
• Respond promptly to questions regarding bond status, billing, documentation, and servicing needs
• Maintain accurate account records and activity within the agency management system
• Manage multiple requests, priorities, and deadlines in a fast-paced environment
• Learn commercial surety products, terminology, carrier requirements, and processes
• Partner closely with experienced producers and team members as you develop your surety expertise
• Identify opportunities to improve processes, organization, and client service

What You Bring

• 2+ years of experience in a detail-intensive administrative, client service, insurance, underwriting, legal, billing, or processing role
• Exceptional organization and attention to detail
• Ability to manage multiple priorities, requests, and deadlines simultaneously
• Strong follow-through and a sense of urgency
• Strong written and verbal communication skills
• Comfortable working with detailed forms, documentation, data, and established processes
• Ability to learn new systems, terminology, and processes quickly
• Strong problem-solving skills and a dependable, team-oriented approach
• Experience in insurance, underwriting, surety/bonds, legal support, paralegal work, or medical billing is a plus
• Property & Casualty License is preferred, or willingness and ability to obtain one if required
• Bilingual English/Spanish is a plus

Why Join Relation Insurance?

• Build a career in a specialized area of commercial insurance with hands-on training and support
• 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
• Work alongside an experienced, collaborative Tulsa team
• Professional development and opportunities for continued career growth
• Modern technology and AI-enabled tools that help streamline client service
• Develop specialized surety expertise without a sales or prospecting requirement

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.