Surety Client Manager

Surety Client Administrator

A growing and well-established insurance organization is seeking a Surety Client Administrator to join its team in San Diego. This position plays a critical role in servicing surety clients, processing bond requests, and supporting the overall success of the surety department.

The ideal candidate is detail-oriented, highly organized, and committed to delivering exceptional client service. Experience within insurance, surety, or financial services is preferred but not required.

Key Responsibilities

• Process bond requests, prequalification (PQ) letters, and related documentation
• Obtain approvals and communicate underwriting requirements and conditions
• Prepare and manage routine bond transactions, including endorsements, renewals, consents, and closing activities
• Coordinate with clients and surety underwriters to gather information and facilitate bond issuance
• Manage status inquiries, track bid results, and authenticate subcontract bonds
• Maintain client records, servicing documents, and surety company requirements
• Track account activity and maintain data within SuretyPro and departmental systems
• Support invoicing processes, monitor receivables, and help maintain current accounts
• Process new account setups, client onboarding documentation, and indemnity agreements
• Assist with marketing initiatives, renewals, and surety line-of-credit requests
• Review, organize, and maintain incoming correspondence and account documentation
• Serve as a backup resource for other members of the surety team as needed
• Notarize bond documents when required

Qualifications

• High school diploma or equivalent
• Prior experience in insurance, surety, banking, or a related administrative environment preferred
• Licensed Notary Public preferred, but not required
• Strong attention to detail and organizational skills
• Excellent written and verbal communication abilities
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office and administrative systems
• Ability to handle confidential information with professionalism and discretion

What We're Looking For

• A team-oriented professional who takes ownership and accountability
• A continuous learner who seeks opportunities for growth and improvement
• Someone who thrives in a client-focused environment and delivers exceptional service
• Strong problem-solving skills with the ability to proactively address challenges
• Excellent time-management and project-management abilities
• A positive attitude and collaborative approach to work