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Unison Risk Advisors · 3 weeks ago

Client Executive, Surety

Cockeysville, Maryland, United States

Full-time

Hybrid

Senior Level

5+ years exp

Unison Risk Advisors is a company focused on providing strategic advisory services in the surety sector. The Client Executive serves as the primary relationship manager for mid-to-large-market surety clients, responsible for managing contract and commercial surety programs, driving client retention and growth, and delivering exceptional client service.

Financial ServicesInsuranceProperty 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 analysisProperty & Casualty licenseAccount management systemsProfessional insurance designationMicrosoft Office SuiteInterpersonal skillsTime management skills

Required

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