Surety Client Manager - Insurance - Base Salary to 115k/year - San Diego, CA

Gilder Search Group; San Diego (CA); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

Health insurance

401k

Profit sharing

Bonuses for earning designations

Educational reimbursement

PTO

Paid holidays

In-office training then remote/hybrid

Job summary

Gilder Search Group in San Diego, CA is seeking a Surety Client Manager to manage and service an assigned book of surety business. This role serves as the primary agency contact, handling bond requests, account servicing, and ongoing client and bond documentation.

The position requires 3+ years of surety experience with bond servicing and underwriting documentation. In-office training is provided, with a transition to remote or hybrid work arrangements later.

Qualifications

• 3+ years of surety experience, including experience with surety bonds and bond account servicing.
• Experience processing and servicing surety bond requests and maintaining related account documentation.
• Experience working with client financial information and surety underwriting documentation.

Responsibilities

• Manage and service an assigned book of surety bond business, serving as the primary agency contact for assigned accounts
• Process and coordinate surety bond requests, bond issuance, renewals, and ongoing account servicing
• Maintain and oversee client financial files, bond documentation, applications, and related surety account records
• Coordinate with surety carriers and markets regarding bond requests, account information, underwriting documentation, and ongoing servicing needs
• Assist with the development, marketing, and servicing of new surety business and existing client accounts
• Support commercial and contract surety accounts, including applicable bid bonds, performance bonds, payment bonds, license bonds, and permit bonds

Skills

Surety experience

Bond servicing

Documentation management

Job description

Surety Client Manager - Insurance - Base Salary to 115k/year - San Diego, CA

• Our client, an established independent insurance brokerage and risk management firm, is seeking a Surety Client Manager to manage and service an assigned book of surety business. This position serves as the primary agency contact for assigned bond accounts and is responsible for ongoing surety account management, bond servicing, and coordination with clients and surety markets.
• The Surety Client Manager will handle bond requests and account activity while maintaining financial documentation and supporting the development, marketing, and servicing of new and existing surety business.

Responsibilities:

• Manage and service an assigned book of surety bond business, serving as the primary agency contact for assigned accounts
• Process and coordinate surety bond requests, bond issuance, renewals, and ongoing account servicing
• Maintain and oversee client financial files, bond documentation, applications, and related surety account records
• Coordinate with surety carriers and markets regarding bond requests, account information, underwriting documentation, and ongoing servicing needs
• Assist with the development, marketing, and servicing of new surety business and existing client accounts
• Support commercial and contract surety accounts, including applicable bid bonds, performance bonds, payment bonds, license bonds, and permit bonds

Qualifications:

• 3+ years of surety experience, including experience with surety bonds and bond account servicing
• Experience processing and servicing surety bond requests and maintaining related account documentation
• Experience working with client financial information and surety underwriting documentation

Compensation:

• Base salary in the 80k - 115k/year range
• plus team bonuses
• excellent health insurance
• 401k
• profit sharing
• bonuses for earning designations
• educational reimbursement
• PTO
• Paid holidays
• etc. In office training and then switching to remote or hybrid.

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