Client Solutions Manager, Surety

Job title:

Client Solutions Manager, Surety

Company

Gallagher

Job description

Job Description:IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher’s global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you’ll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we’ll build a legacy of trust and triumph in the dynamic world of risk management.We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
OverviewAs the Client Solutions Manager, reporting to the Director of Client Solutions, you will be a key member of Gallagher’s Surety team. In this risk-finance practice you’ll work directly with clients to deliver the world-class customer service Gallagher is well known for.This is a phenomenal opportunity for collaboration and expansion, operational efficiencies and projects, aligned with the growth of Gallagher’s Construction and Surety business.Work Environment: Hybrid (Agile) – We, at Gallagher, enjoy the benefits of working remotely while also collaborating and interacting with each other in the office.
How you’ll make an impact

• Underwrite surety bond applications by evaluating financial statements, credit reports, and other relevant documents to assess risk and determine bond eligibility
• Evaluate and analyze contract documents, including bid bonds, performance bonds, and payment bonds and contract maintenance bonds to ensure compliance with established guidelines and regulations
• Collaborate with clients, brokers, and internal teams to gather vital information and documentation for bond issuance
• Conduct detailed risk assessments to pin point potential issues and mitigate risks associated with surety bonds
• Monitor and manage existing surety bond portfolios, including reviewing financial statements, assessing bond performance, and identifying potential claims
• Investigate and process surety bond claims, including reviewing claim documentation, conducting investigations, and negotiating settlements
• Maintain accurate and up-to-date records of all surety bond transactions, including applications, approvals, denials, and claims
• Stay updated on industry trends, regulations, and best practices, providing valuable insights and recommendations to improve the business’s surety bond operations
• Provide outstanding customer service by promptly responding to client inquiries, resolving issues, and providing guidance on surety bond requirements
• Collaborate with internal teams, including underwriters, legal, and finance, to ensure compliance with company policies and procedures
• Follow up on payment for surety bonds, ensuring timely receipt of premiums and fees to maintain the financial health of the business

About you

• Experience in surety bond underwriting and risk assessment
• Strong knowledge of surety bond regulations, industry standards, and best practices
• Good knowledge of markets and their policy wordings
• Knowledge of Carrier Portals an asset and EPIC and asset
• Proficient in using computer software and applications, including MS Office Suite and surety bond management systems (Erlon)
• Excellent analytical and problem-solving skills, with the ability to assess complex financial information and make sound decisions
• Outstanding attention to detail and accuracy in reviewing and analyzing surety bond applications and related documents
• Excellent communication and interpersonal skills, with the ability to effectively interact with clients, brokers, and internal stakeholders
• Ability to work independently and manage multiple priorities in a fast-paced environment
• Strong organizational and time management skills
• Licensing in good standing
• Pursuing or willingness to pursue relevant insurance certifications or education (i.e. CIP, CAIB, CRM, etc) highly preferred

Compensation and benefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Flexible medical & dental coverage to meet your household’s needs
• Life, Dependent Life and AD & D Insurance options
• Retirement savings including RRSP including a company match, TFSA, pension and more
• Employee Stock Purchase Plan

Other benefits include:

• Educational expense reimbursement
• Employee assistance programs
• Discounted gym membership (GoodLife Fitness)
• Opportunity for flexible work arrangements
• Paid sick days & personal days
• Employee education recognition program
• Employee referral bonus program

We value inclusion and diversityInclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Expected salary

Location

London – Canada

Job date

Fri, 04 Jul 2025 22:47:51 GMT

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