Surety Client Manager (Contract & Commercial)

Why Join Our Team This full-time, remote position offering a competitive salary, flexibility, and the opportunity to work with a team that values expertise, accountability, and exceptional client service. We embrace a Day 1 Mentality—approaching every day with curiosity, adaptability, and a commitment to continuous improvement. By leveraging technology, including AI, we work to eliminate repetitive tasks and simplify processes so our team can focus on what matters most: building trusted relationships, solving problems, and delivering exceptional service. Position Summary We are seeking an experienced Surety Client Manager to manage the day-to-day service needs of an assigned portfolio of contract and commercial surety clients. Working collaboratively with producers, clients, and surety underwriters, this role is responsible for providing proactive guidance, responsive service, and knowledgeable support throughout the bonding process. The ideal candidate is detail-oriented, organized, comfortable working independently, and committed to delivering an exceptional client experience. Key Responsibilities Work closely with producers to ensure client needs are addressed in an effective and efficient manner Build trusted relationships with clients and underwriters Demonstrate a concern for timeliness, accuracy and completeness Maintain complete, accurate, and organized records within the agency filing systems Accurately issue new contract and commercial bonds, including bid, performance, payment, subdivision, and license Accurately issue renewal bonds, riders, and closures Calculate and process premium adjustments Review bid invitations, contracts and bond forms Follow up on aging receivables Prepare client bond reports Coordinate underwriting approval and track outstanding requirements Collect and maintain client financials and bid results Educate clients on bonding requirements and processes Adhere to and comply with organization policies and procedures and established workflows Contribute ideas that improve both the client and employee experience Leverage technology to improve efficiency and enhance client experience Qualifications Required Qualifications 3+ years of hands-on experience issuing contract surety bonds Active Property & Casualty insurance license, or ability to obtain within 60 days of hire Proficiency in Microsoft Office applications Preferred Qualifications Experience independently managing and servicing a portfolio of surety clients Commercial surety experience Applied Epic experience Tinubu experience What We’re Looking For Ability to communicate effectively by email, phone and video conferencing Self-motivated and accountable while working remotely Professional judgment and sound decision-making Ability to prioritize competing deadlines Exceptional customer service Strong organization Attention to detail Critical thinking Relationship building Adaptability Continuous improvement mindset Technology proficiency Willingness to learn AI tools Benefits Medical, Dental and Vision insurance Basic Life and AD&D insurance Voluntary Life and AD&D insurance Voluntary Short-term and Long-term Disability insurance Health Savings Account 401(k) Retirement Plan Paid Time Off This position description is intended to describe the normal level of work required by the person performing the work. The principal duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise.