Client Executive, Surety

Key Responsibilities

• Serve as primary relationship manager and trusted advisor for assigned surety clients.
• Own client surety programs including strategy, structure, and execution.
• Act as subject matter expert on surety markets, underwriting, and financial analysis.
• Partner with internal and external stakeholders to align solutions with client needs.
• Manage bond programs including submissions, indemnity review, and approvals.
• Career placements, renewals, and program modifications with carriers.
• Prepare and negotiate submissions and program terms.
• Support new business development through meetings and presentations.

Reporting, Quality & Operational Support

• Maintain accurate documentation in EPIC, Tinubu/SurePath and related systems.
• Ensure data accuracy, compliance, and completeness of bond transactions.
• Monitor client programs for risks, issues, and performance opportunities.
• Ensure adherence to regulatory and underwriting requirements.

Cross-Functional Partnership & Integration

• Partner with Client Managers and internal teams for seamless service delivery.
• Collaborate with underwriters and carrier partners.
• Facilitate communication across teams and stakeholders.
• Support integration of surety solutions with broader risk strategies.

Growth, Change & Special Initiatives

• Identify opportunities to expand services and drive account growth.
• Support marketing initiatives, prospecting, and networking.
• Participate in strategic planning and business development efforts.
• Mentor junior staff and support team development.

Process Improvement & Best Practices

• Identify opportunities for process enhancements and efficiencies.
• Stay current on market trends and industry developments.
• Promote best practices in surety advisory and program management.
• Drive consistent, scalable processes and solutions.

Qualifications

• Bachelor’s degree or equivalent experience.
• 5+ years of surety or related financial services experience.
• Strong knowledge of contract surety, underwriting, and financial analysis.
• Active Property & Casualty license.
• Strong communication, time management, and stakeholder engagement skills.

Preferred

• Professional designations (AFSB, CPCU, ARM).
• Experience with EPIC and Tinubu/SurePath.
• Established carrier relationships.
• Notary Public designation.