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The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client’s accounts with surety needs within in a small team environment.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Essential Duties and Responsibilities:

• Manage day-to-day needs for clients, including bond requests, billing issues, bond reports


• Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters


• Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities


• Communicates with underwriters on status of account or individual bond approvals


• Issues original bonds as needed


• Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects


• Gather information from prospective clients, completing high level bond reviews and assisting in the resolve of carrier and client accounting, billing and collections issues


• Demonstrate ability to effectively communicate with internal and external clients/peers/sureties


• Support other surety staff as needed or assigned


• Attend client meetings as required

The Requirements

Knowledge, Skills and Experience:

• P&C licensed
• Minimum – 5-7 years of relevant working experience in a Surety environment
• Insurance related and other professional designations highly desirable
• Possesses effective verbal and written communication skills
• Possesses excellent interpersonal skills
• Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities
• Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment
• Strong decision-making capabilities
• Must be results oriented
• Ability to provide superior customer service to the client and the sureties
• Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
• Ability to learn and utilize EPIC
• Willingness to participate in surety industry events
• Independently carry out specific assignments and tasks

EOE, including disability/vets