Client Manager - Surety

Job Summary

The Client Manager is responsible for the overall management and service of contract and commercial surety programs for a designated book of business. This role acts as a key liaison between clients, markets, and internal teams, ensuring high‑quality service delivery, client retention, and operational excellence. Responsibilities include bond issuance, underwriting support, compliance, and proactive client communication.

• Serve as the primary service contact for assigned clients, addressing inquiries, bond requests, billing, and documentation needs.
• Retain and develop accounts by maintaining the highest level of client service and communication.
• Assist Client Executives with stewardship meetings, renewal reviews, and client presentations.
• Monitor service cycles, stewardship plans, and renewal deadlines to ensure timely execution.
• Prepare, review, and process bond requests (bid, performance, payment, maintenance, license, and miscellaneous bonds).
• Issue bonds within authority levels and coordinate approvals with markets when necessary.
• Ensure accuracy of bond forms, indemnity agreements, power of attorney documentation, and premium calculations.
• Maintain up‑to‑date bond logs, account files, and agency system documentation.
• Collect and organize underwriting information such as financial statements, WIP reports, bank references, and organizational documents.
• Prepare underwriting submissions and renewal packages for review by Client Executives.
• Assist in analyzing financial data and job schedules to identify key issues or missing information.
• Monitor bond program activity and ensure compliance with carrier requirements.
• Communicate regularly with surety underwriters to request approvals, provide updates, and submit client information.
• Track pending submissions and follow up to avoid delays in bond issuance or renewals.
• Support Client Executives in negotiating program terms by maintaining accurate background data and documentation.
• Work closely with Client Representatives to delegate tasks and ensure efficient workflow.
• Partner with internal teams (insurance, accounting, compliance) for seamless client experience.
• Participate in internal training, process improvement initiatives, and knowledge‑sharing sessions.
• Maintain complete and accurate records in the agency management system (e.g., ABS, Surepath, or similar platforms).
• Ensure adherence to agency standards, carrier guidelines, and regulatory requirements.
• Assist with collections, invoices, and account reconciliation as needed.
• Communicate legislative, regulatory, and technical developments to clients.
• Additional job duties as assigned.

• Bachelor’s degree in business, finance, or related field (or equivalent experience).
• 2–5 years of experience in surety, insurance account management, or construction‑related financial services.
• Strong understanding of surety bond processes, underwriting requirements, and documentation.
• Strong interpersonal, written, and verbal communication skills.
• Ability to perform basic mathematical calculations and analyze financial statements.
• Current and valid Property & Casualty license.
• Proficiency with Microsoft Office Suite.

• Knowledge and skills in effective use of account management systems Tinubu (Sure Path) and EPIC.
• Progress toward or completion of professional insurance designation (AFSB, CPCU, CIC, CISR).
• Notary Public desirable.

RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.