Client Solutions Manager, Surety

1 month ago

Dieppe, New Brunswick, Canada GGB - Global Full time
About the Role

As a Client Solutions Manager, you will be a key member of Gallagher's Surety team, responsible for delivering world-class customer service to clients. In this role, you will work directly with clients to understand their needs and provide tailored solutions to meet their risk management requirements.

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 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 pinpoint 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.
  • Collaborate with internal teams, including underwriters, legal, and finance, to ensure compliance with company policies and procedures.
  • Follow up on payment for surety bonds, ensuring timely receipt of premiums and fees to maintain the financial health of the business.
About You
  • 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 and EPIC an asset.
  • Proficient in using computer software and applications, including MS Office Suite and surety bond management systems.
  • 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 (i.e. CIP, CAIB, CRM, etc) highly preferred.
What We Offer

On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits, including flexible medical and dental coverage, life, dependent life and AD & D insurance options, retirement savings, employee stock purchase plan, educational expense reimbursement, employee assistance programs, discounted gym membership, opportunity for flexible work arrangements, paid sick days and personal days, paid time off to volunteer, employee education recognition program, employee referral bonus program, LifeWorks Employee Assistance Program, and matching gift program.

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