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RCM&D · 4 days ago

Client Executive - Surety

Washington, DC

Full-time

Onsite

Senior Level

5+ years exp

RCM&D is a company dedicated to risk management, insurance, and employee benefits, seeking a Client Executive to serve as a strategic advisor for mid-to-large-market surety clients. This role focuses on managing surety programs, client retention, and delivering exceptional service while developing long-term relationships with clients.

Insurance

Responsibilities

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

Qualification

Surety experienceFinancial statement analysisContract surety knowledgeProperty & Casualty licenseMicrosoft Office SuiteNetworking skillsNotary PublicAccount management systemsProfessional insurance designationInterpersonal skillsTime managementMentoring skillsProject management

Required

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

Preferred

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

Professional insurance designation (AFSB, CPCU, ARM) strongly preferred

Knowledge and skills in effective use of account management systems Tinubu (SurePath) and EPIC

Established relationships with regional and national surety carriers

Notary Public desirable