Client Executive - Surety

Working at RCM&D and Unison Risk Solutions is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.

Job Summary

The Client Executive serves as a strategic advisor and primary relationship manager for mid-to-large-market surety clients. This role is responsible for managing contract and commercial surety programs, driving client retention and growth, and delivering exceptional client service.

Essential Functions

• Act as the main point of contact for assigned surety clients, ensuring proactive communication and long-term relationship development.
• Conduct regular stewardship meetings to review bond programs, financial updates, market conditions, and risk mitigation strategies.
• Understand client operations, financial performance, and strategic goals to provide tailored surety recommendations.
• Manage all aspects of bond programs, including evaluating requests, reviewing indemnity agreements, and ensuring accurate submissions.
• Coordinate bond placements, modifications, renewals, and program changes with carriers and internal teams.
• Maintain strong relationships with surety underwriters and partners.
• Prepare and negotiate submissions, program structures, and terms to secure competitive bonding solutions.
• Monitor market trends and identify opportunities or risks affecting client programs.
• Identify opportunities to expand services within existing accounts, including cross-selling insurance and risk management solutions.
• Support new business production through prospect meetings, presentations, and underwriting submissions.
• Partner with Client Managers and Representatives to ensure seamless service delivery.
• Mentor junior team members on surety processes, financial analysis, and carrier expectations.
• Schedule and administer surety quarterly and annual meetings when available, in presence of Risk Advisor.
• Attend company sponsored seminars and educational activities necessary to maintain product knowledge and underwriting expertise.
• Maintain accurate documentation in agency systems (e.g., EPIC, Tinubu/SurePath).
• Ensure legislative, regulatory and technical developments are appropriately communicated to clients.
• Ensure compliance with underwriting requirements, regulatory standards, and agency best practices.
• Occasionally engage in assigned project; includes, but not limited to - marketing plans, sales, promotions, associated organization involvement, networking etc.
• Assist in developing prospect marketing plans, advertising, prospecting, database research, market research, sales calls, etc.
• Strengthen networking opportunities with membership and leadership in associations, industry groups, etc.
• Attend department and sales meetings as required.
• Additional job duties as assigned.
  
  

Minimum Education/Abilities/Skills

• Bachelor’s degree in business, Risk Management, Analytics or other related field is preferred; high school diploma or GED, in concert with industry experience, in lieu of an associate or bachelor’s degree is necessary.
• 5 years’ experience in surety or construction-related financial services (agency, carrier, brokerage, or contractor finance)
• Strong knowledge of contract surety, commercial bonds, underwriting criteria, and financial statement analysis.
• Exhibits executive presence and strong rapport-building/interpersonal skills for positive interaction with customers and co-workers.
• Exhibits solid time management skills; able to work under pressure and meet deadlines and deliverables and is highly responsive to internal and external stakeholders’ needs and requests.
• Current and valid Property & Casualty license.
• Proficiency with Microsoft Office Suite.
  
  

Additional Qualifications

• Knowledge and skills in effective use of account management systems Tinubu (SurePath) and EPIC
• Professional insurance designation (AFSB, CPCU, ARM) strongly preferred
• Established relationships with regional and national surety carriers.
• Notary Public desirable.
  
  

RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.