Client Manager, Surety

Cockeysville, MD - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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.

Essential Functions
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.

Minimum Education/Abilities/Skills
Bachelors degree in business finance or related field (or equivalent experience).
25 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.

Additional Qualifications
Knowledge and skills in effective use of account management systems Tinubu (SurePath) 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.

Required Experience:

Manager

Job SummaryThe 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 ope...