Client Solution Manager - Surety

Arthur J. Gallagher & Co.; Kelowna; On-site; CAD 90,000 - 120,000; Full time

Job summary

Gallagher seeks a Client Solutions Manager, Surety in Western Canada to manage a portfolio of surety clients, renewals and day‑to‑day account needs. You will build trusted relationships with clients, underwriters and colleagues while understanding each client’s bonding needs to deliver practical, timely solutions.

You will review contracts, prepare various bonds, coordinate with underwriters, and support sales teams with underwriting packages and client presentations, maintaining accurate

Qualifications

• Strong relationship-building skills and a genuine interest in understanding and helping clients.
• Analytical mindset and comfort reviewing detailed financial, contractual or business information.
• Strong attention to detail and a commitment to producing accurate, high-quality work.
• Ability to organise and prioritise multiple client needs and deadlines in a fast-moving environment.

Responsibilities

• Manage a portfolio of surety clients, overseeing renewals and providing responsive, day-to-day account support.
• Build strong, trusted relationships with clients, underwriters, surety partners, Producers and Account Executives.
• Understand each client’s business and bonding needs to deliver practical, timely surety solutions.
• Review contracts and supporting documentation to identify bond requirements, contractual obligations and potential risk exposures.
• Prepare and issue a variety of bonds including bid, performance, payment, licence and other surety bonds.
• Review and validate bond forms to ensure accuracy and alignment with client and surety requirements.
• Work directly with surety underwriters to obtain approvals and coordinate documentation.
• Support Producers and Account Executives with new business submissions, underwriting packages and client presentations.
• Monitor outstanding bonds, expiry dates and aggregate exposures to support effective account management.
• Maintain accurate client records, bond registers and documentation within our systems.
• Prepare invoices and coordinate with internal teams to ensure accurate and timely billing.
• Collaborate with Accounting, Producers and other colleagues to resolve questions and deliver a seamless client experience.
• Stay current on surety products, underwriting practices and industry developments through ongoing learning and professional development.

Skills

Relationship building

Analytical thinking

Attention to detail

Time management

Communication skills

Team collaboration

Tools

Applied Epic

Adobe Acrobat

Job description

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

We believe that every candidate brings something special to the table, including you! We currently have an existing vacancy within our organization, so, even if you feel that you’re close but not an exact match, we encourage you to apply.

Overview

Build your career in surety while helping businesses across Western Canada succeed!

In this role, you’ll be a trusted point of contact for a portfolio of surety clients, helping them navigate their bonding needs while building strong relationships with clients, underwriters, Producers and colleagues. You’ll manage day-to-day account needs and renewals, analyze contracts and bonding requirements, and help deliver responsive, practical solutions that keep our clients moving forward.

Our dedicated teams specialise in insurance, surety, warranty and risk management, bringing deep expertise and a collaborative approach to supporting our clients. You’ll join a team where expertise is shared, relationships matter, and people are encouraged to continue learning and building their careers.

Whether you already have experience in surety or have developed relevant skills within insurance, construction, financial services, account management or another detail-oriented client environment, we’re interested in hearing from people who are curious, relationship-focused and eager to grow.

How you'll make an impact

As the Client Solutions Manager, - Surety, you’ll have the opportunity to build strong client relationships while developing your technical expertise in the surety industry. Your responsibilities will include:

• Manage a portfolio of surety clients, overseeing renewals and providing responsive, day-to-day account support.
• Build strong, trusted relationships with clients, underwriters, surety partners, Producers and Account Executives.
• Understand each client’s business and bonding needs to help deliver practical, timely surety solutions.
• Review contracts and supporting documentation to identify bond requirements, contractual obligations and potential risk exposures.
• Prepare and issue a variety of bonds, including bid, performance, payment, licence and other surety bonds.
• Review and validate bond forms to help ensure accuracy and alignment with client and surety requirements.
• Work directly with surety underwriters to obtain approvals, coordinate documentation and facilitate the timely issuance of bonds.
• Support Producers and Account Executives with new business submissions, underwriting packages and client presentations.
• Monitor outstanding bonds, expiry dates and aggregate exposures to support effective account management.
• Maintain accurate client records, bond registers and documentation within our systems.
• Prepare invoices and coordinate with internal teams to ensure accurate and timely billing.
• Collaborate with Accounting, Producers and other colleagues to resolve questions and deliver a seamless client experience.
• Stay current on surety products, underwriting practices and industry developments through ongoing learning and professional development.

If you have strong client-service skills, enjoy working with numbers and details, and are interested in building your expertise in surety, we encourage you to apply.

About you

You’ll be well positioned for success if you bring:

• Strong relationship‑building skills and a genuine interest in understanding and helping clients.
• An analytical mindset and comfort reviewing detailed financial, contractual or business information.
• Strong attention to detail and a commitment to producing accurate, high‑quality work.
• The ability to organise and prioritise multiple client needs and deadlines in a fast‑moving environment.
• Clear, professional communication skills and confidence working with clients and business partners.
• A collaborative approach and an interest in contributing to a supportive, team‑oriented environment.
• Experience in surety, commercial insurance, construction, financial services, account management or another related client‑service environment.
• Initiative and sound judgment, with the ability to identify issues and work toward practical solutions.
• Curiosity and a willingness to learn new systems, processes and technical concepts.
• The discretion and professionalism required when working with confidential client information.
• Comfort working with Microsoft Office and related business applications. Experience with Applied Epic, online surety platforms or Adobe Acrobat is helpful, but we can help the right candidate develop their systems knowledge.

Nice to Have

These qualifications are valuable, but we don’t want them to prevent a strong candidate from applying:

• Level 1 or Level 2 Insurance Licence.
• Previous surety or bonding experience.
• Experience working with construction or contractor clients.
• Office Administration Certificate, Diploma or other relevant education.
• Experience with Applied Epic or surety company portals.