Client Manager, Surety

Unison Risk Advisors • Cockeysville, MD

6d

About The Position

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.

Requirements

• 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.

Nice To Haves

• 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.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level