Client Service Representative
About The Position
Join a highly specialized, relationship-driven surety bond agency as a Client Service Representative. This role offers a collaborative team environment supporting producers and clients, with the opportunity to build expertise in a niche, high-value segment of insurance. It is a stable, client-facing role with strong growth potential, profit sharing, and bonus opportunities. Our client is an independent, bond-only insurance agency focused on helping commercial, industrial, and government contractors maximize their surety capacity. Built on a foundation of service, integrity, and professionalism, they foster a “business family” culture and are committed to delivering exceptional support to clients, employees, and underwriting partners.
Requirements
- High school diploma or equivalent (college preferred)
- 5+ years of related experience in client service, insurance, or similar role
- Strong communication skills (written and verbal)
- High attention to detail and strong proofreading ability
- Ability to work effectively under pressure
- Strong math and organizational skills
- Experience with CRM systems
Nice To Haves
- Experience in surety bonds or insurance industry
- Familiarity with contract language and bonding processes
- Experience supporting sales or producer teams
Responsibilities
- Serve as the primary point of contact for bond requests and client inquiries
- Build and maintain strong relationships with clients and surety partners
- Address client needs and concerns promptly and effectively
- Review bond requests for completeness and accuracy; follow up on missing information
- Maintain accurate client records and track bid, final, and miscellaneous bonds
- Manage bond renewals and ensure timely processing
- Work closely with producers to resolve questions and support sales efforts
- Communicate with project owners/obligees regarding contracts and project details
- Support billing processes, including accounts payable/receivable
- Ensure surety partners are regularly updated with relevant information
- Maintain detailed documentation and ensure compliance with requirements
- Understand bond forms and contract language, including complex/onerous terms
Benefits
- Health Insurance (Dental & Vision optional)
- 401(k) with 3% match
- Bonus + profit sharing
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
