The Role 

The Surety Senior 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.

• 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 

• RIBO Licensed
• Minimum 5-7 years of relevant working experience in a Surety or Commercial Broker 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