Unison Risk Advisors · 3 weeks ago
Client Manager, Surety
Cockeysville, Maryland, United States
Full-time
Hybrid
Entry, Mid Level
2+ years expUnison Risk Advisors is a company specializing in risk management solutions, and they are seeking a Client Manager to oversee contract and commercial surety programs. This role involves managing client relationships, ensuring high-quality service delivery, and supporting bond issuance and underwriting processes.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Serve as the primary service contact for assigned clients, addressing inquiries, bond requests, billing, and documentation needs
Retain and develop accounts by maintaining the highest level of client service and communication
Assist Client Executives with stewardship meetings, renewal reviews, and client presentations
Monitor service cycles, stewardship plans, and renewal deadlines to ensure timely execution
Prepare, review, and process bond requests (bid, performance, payment, maintenance, license, and miscellaneous bonds)
Issue bonds within authority levels and coordinate approvals with markets when necessary
Ensure accuracy of bond forms, indemnity agreements, power of attorney documentation, and premium calculations
Maintain up-to-date bond logs, account files, and agency system documentation
Collect and organize underwriting information such as financial statements, WIP reports, bank references, and organizational documents
Prepare underwriting submissions and renewal packages for review by Client Executives
Assist in analyzing financial data and job schedules to identify key issues or missing information
Monitor bond program activity and ensure compliance with carrier requirements
Communicate regularly with surety underwriters to request approvals, provide updates, and submit client information
Track pending submissions and follow up to avoid delays in bond issuance or renewals
Support Client Executives in negotiating program terms by maintaining accurate background data and documentation
Work closely with Client Representatives to delegate tasks and ensure efficient workflow
Partner with internal teams (insurance, accounting, compliance) for seamless client experience
Participate in internal training, process improvement initiatives, and knowledge-sharing sessions
Maintain complete and accurate records in the agency management system (e.g., ABS, Surepath, or similar platforms)
Ensure adherence to agency standards, carrier guidelines, and regulatory requirements
Assist with collections, invoices, and account reconciliation as needed
Communicate legislative, regulatory, and technical developments to clients
Additional job duties as assigned
Qualification
Required
Bachelor's degree in business, finance, or related field (or equivalent experience)
2–5 years of experience in surety, insurance account management, or construction-related financial services
Strong understanding of surety bond processes, underwriting requirements, and documentation
Strong interpersonal, written, and verbal communication skills
Ability to perform basic mathematical calculations and analyze financial statements
Current and valid Property & Casualty license
Proficiency with Microsoft Office Suite
Preferred
Knowledge and skills in effective use of account management systems Tinubu (SurePath) and EPIC
Progress toward or completion of professional insurance designation (AFSB, CPCU, CIC, CISR)
Notary Public desirable
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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