Client Solutions Manager, Surety

3 weeks ago


Dieppe, Canada Gallagher Full time
About the Role

We are seeking a highly skilled Client Solutions Manager, Surety to join our team at Gallagher. As a key member of our Surety team, you will be responsible for delivering exceptional customer service to our clients while working closely with our internal teams to ensure compliance with company policies and procedures.

Key Responsibilities
  • Underwrite surety bond applications by evaluating financial statements, credit reports, and other relevant documents to assess risk and determine bond eligibility.
  • Evaluate and analyze contract documents, including bid bonds, performance bonds, and payment bonds and contract maintenance bonds to ensure compliance with established guidelines and regulations.
  • Collaborate with clients, brokers, and internal teams to gather vital information and documentation for bond issuance.
  • Conduct detailed risk assessments to identify potential issues and mitigate risks associated with surety bonds.
  • Monitor and manage existing surety bond portfolios, including reviewing financial statements, assessing bond performance, and identifying potential claims.
  • Investigate and process surety bond claims, including reviewing claim documentation, conducting investigations, and negotiating settlements.
  • Maintain accurate and up-to-date records of all surety bond transactions, including applications, approvals, denials, and claims.
  • Stay updated on industry trends, regulations, and best practices, providing valuable insights and recommendations to improve the business's surety bond operations.
  • Provide outstanding customer service by promptly responding to client inquiries, resolving issues, and providing guidance on surety bond requirements.
Requirements
  • Experience in surety bond underwriting and risk assessment.
  • Strong knowledge of surety bond regulations, industry standards, and best practices.
  • Good knowledge of markets and their policy wordings.
  • Knowledge of Carrier Portals an asset and EPIC and asset.
  • Proficient in using computer software and applications, including MS Office Suite and surety bond management systems (Erlon).
  • Excellent analytical and problem-solving skills, with the ability to assess complex financial information and make sound decisions.
  • Outstanding attention to detail and accuracy in reviewing and analyzing surety bond applications and related documents.
  • Excellent communication and interpersonal skills, with the ability to effectively interact with clients, brokers, and internal stakeholders.
  • Ability to work independently and manage multiple priorities in a fast-paced environment.
  • Strong organizational and time management skills.
  • Licensing in good standing.
  • Pursuing or willingness to pursue relevant insurance certifications or education (CIP, CAIB, CRM, etc) highly preferred.


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