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 Manager is responsible for the overall management and service of contract and commercial surety programs for a designated book of business. This role acts as a key liaison between clients, markets, and internal teams, ensuring high-quality service delivery, client retention, and operational excellence. Responsibilities include bond issuance, underwriting support, compliance, and proactive client communication.
Essential Functions
- 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.
Minimum Education/Abilities/Skills
- 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.
Additional Qualifications
- 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.
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.
Top Skills
What We Do
RCM&D is ranked among the top independent insurance advisory firms in the United States. Our specialized teams provide strategic solutions and consulting for risk management, insurance and employee benefits. Leveraging more than 135 years of experience and strong local, national and global reach, we partner with you to meet all of your business objectives.
RCM&D Self-Insured Services Company (SISCO) is a Third Party Administrator and a trusted partner in claim management, consulting and advisory services for clients that are self-insured, fully insured, or utilize captive or high deductible programs. Our expertise coupled with our technological resources ensure budget certainty, reduced costs and the overall efficiency of your claim process.
Established in 2020 through the strategic merger of RCM&D and Oswald Companies, Unison Risk Advisors (a dba of the JBO Holding Company) is majority employee owned. On June 20, 2023, NSI became the third partner of Unison Risk Advisors. Unison Risk Advisors is made up of these three primary operating companies and all their existing subsidiaries and sub-brands. Today it is one of the largest privately held and employee-owned insurance brokerage and risk management firms in the U.S.
