Surety Client Solutions Manager

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

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