Client Manager- Surety
This role will be responsible for supporting clients with their surety and bond needs, ensuring compliance with underwriting requirements, and managing the issuance and maintenance of bond policies. The ideal candidate will have experience in surety, strong organizational skills, and a commitment to providing exceptional client service.
Salary Range: $70,000-$90,000
Salary is dependent on collective experience, knowledge, and skillsets for the posted role.
Benefits offered: Christensen Group offers a variety of benefits including, but not limited to, health, dental, and vision insurance, 401k program, LTD, STD, paid holidays, paid time off, employee safe and sick leave, and many other ancillary benefits. Christensen Group is also 100% employee-owned.
Job details
Essential Duties and Responsibilities
- Serve as a primary point of contact for clients regarding surety services.
- Process bond applications, renewals, and modifications accurately and efficiently.
- Assist clients with surety underwriting requirements and documentation.
- Work closely with insurance carriers, brokers, and internal teams to secure appropriate bond solutions.
- Maintain and update client bond records, ensuring accuracy and compliance.
- Provide guidance to clients on bond requirements, terms, and conditions.
- Support the development and implementation of best practices for surety servicing.
- Stay up to date with industry regulations, market trends, and underwriting guidelines.
- Handle client inquiries and resolve any issues related to bond coverage or compliance.
- Assist with account reviews and renewal processes to ensure continued client satisfaction.
Other Duties and Responsibilities
- Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture
- Create and maintain a positive work environment
- Accept special assignments as directed by Department Leaders
- Support agency directives in effectively managing agency/carrier relationships
- Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product
- Represent Christensen Group in the greatest professional and ethical manner possible
- Provide the ultimate customer experience within the boundaries of the organization’s capabilities
- Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
- Contribute to creating a safe and fun learning environment
- Commit to continued education to grow skills and knowledge
Job requirements
- At least 10 years of Business Insurance customer service experience, with an emphasis in the surety space (required).
- Knowledge of surety underwriting principles and requirements (required).
- Ability to work in a team setting (required).
- Microsoft Office experience, specifically Word and Excel (required).
- Detail-oriented (required).
- Ability to organize and prioritize work responsibilities (required).
- Excellent communication skills – verbal and written (required).
- Active Resident Property and Casualty insurance license (required).
- Epic experience (preferred).
- Ability to navigate insurance carrier websites (preferred).
- Insurance or surety-specific certifications (e.g., AFSB) are a plus.
Who is Christensen Group?
Founded in 1952 and 100% employee-owned, Christensen Group is the largest locally owned, independent insurance and employee benefits agency in Minnesota. At Christensen Group, we treat our employees like people. We care about our clients; we care about the carrier partners and we care about one another; professionally and personally. We’re committed to understanding the businesses we serve and finding solutions that enable those businesses to grow. As an employee, that means you are constantly learning and developing through on-the-job experiences to best serve your clients.
Learn more about usEmployee owned
An important part of our compensation package is the Employee Stock Ownership Plan (ESOP). This is one of the best retirement plans around — and is provided to all employees. Be sure to ask us all about ESOPs and we would be happy to explain the ins and outs.
On-site amenities
Most people spend the majority of their adult lives at their workplace — and we know that burning some energy is important during the day. Our new office gives you access to a fitness center, a personal trainer, a golf simulator, a raquetball court, walking treadmill desks and an event center.
Comprehensive benefits
We offer a competitive total rewards package. The benefit programs offered reflect our commitment to keeping our staff healthy and secure. We understand that your situation is unique, so our benefits package can be molded and shaped by you to fit your needs.