What are the responsibilities and job description for the Client Executive, Surety position at RCM&D?
Department: Surety
Location: Hybrid (PA, MD, DC, VA)
FLSA Status: Exempt
Compensation: $120K - $150K
Grow With Us
At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Client Manager who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.
Our Just Cause
Together, we’re creating a future where success is shared and communities thrive.
RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140 years of experience and strong local, national and global reach to meet clients’ business objectives.
We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.
The Role
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.
What You’ll Do
Required Qualifications
Successful team members at RCM&D are:
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.
Location: Hybrid (PA, MD, DC, VA)
FLSA Status: Exempt
Compensation: $120K - $150K
Grow With Us
At RCM&D, our employees are also owners, invested in our work, our clients, and our communities. We’re looking for a Client Manager who values collaboration, takes pride in their contributions, and wants to grow with a firm where shared success truly matters.
Our Just Cause
Together, we’re creating a future where success is shared and communities thrive.
- Our solutions and expertise empower our clients to realize opportunities, generate wealth and improve wellbeing.
- Our shared ownership model aims to create prosperity for all colleagues that share our values and embrace our cause.
- Our generosity with both our time and money moves our communities forward.
RCM&D, a Unison Risk Advisors company and 2025 Awarded Best Places to Work is ranked among the top independent insurance advisory firms in the United States. Founded in 1885, we leverage our 140 years of experience and strong local, national and global reach to meet clients’ business objectives.
We are relationship-driven, growth-minded, and deeply committed to doing the right thing for our clients, colleagues, and communities.
The Role
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.
What You’ll Do
- 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.
Required Qualifications
- 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.
- 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.
Successful team members at RCM&D are:
- Reliable & Dependable – We build trust through reliability and consistency in everything we do
- Inspiring, Passionate & Positive – We are passionate about our work and inspire others through out dedication, positive attitudes and enthusiasm
- Driven by Integrity & Trust – We do what’s right, even when it’s hard or when no one is watching
- Selfless Team Players – We succeed together as a team by putting the needs of our clients and colleagues above our own
- Entrepreneurial & Solutions-Oriented – We challenge the status quo and don’t accept “no” as final
- Comprehensive benefits package
- Employee ownership through a 401(k) employer match and discretionary profit-sharing contributions
- Professional development and career growth opportunities
- Flexible work arrangements (remote and hybrid options) with a flexible paid time off approach
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.
Salary : $120,000 - $150,000