Client Manager, Surety - Construction Practice

The Baldwin Group

Not specified; not specified; not specified
Previous experience in executing bonds required
3-5+ years commercial account manager role
State insurance license acquisition capability
The position requires an integral team member to partner with advisors and directors to deliver high-level service to commercial clients in the Construction Practice

Job Summary

  • The position requires an integral team member to partner with advisors and directors to deliver high-level service to commercial clients in the Construction Practice.
  • Responsibilities include maintaining accurate client files, managing claims, preparing renewal documents, and actively seeking new business prospects through referrals.
  • The ideal candidate must possess intermediate to advanced knowledge of Microsoft Office tools and demonstrate effective verbal and written communication skills.

Matching Summary

The position requires an integral team member to partner with advisors and directors to deliver high-level service to commercial clients in the Construction Practice.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Previous experience in executing bonds required
  • 3-5+ years Commercial Account Manager role
  • State insurance license acquisition capability
  • Microsoft Office suite proficiency
  • Claims monitoring and documentation skills

Nice-to-have

  • Knowledge of Tinubu/SurePath software
  • Experience with iAutomate/Erlon systems
  • Familiarity with EPIC platform
  • Strong presentation and communication skills
  • Ability to work in fast-paced environment

Key Requirements

  • 3-5+ years Commercial Account/Client Manager experience
  • Prior experience executing surety bonds
  • Obtain state insurance license(s) within 90 days
  • Intermediate to advanced Microsoft Office skills

Work Rights

Not specified

Tailored Resume

Cover Letter