Client Relationship Manager managing significant client relationships in the energy sector at Allens. Leading client strategy development and enhancing client experience in a hybrid work environment.
About the role
- Managing bond issuance processes at L. Calvin Jones, an independent insurance agency serving various industries. Ensuring compliance and timely service to clients and underwriters.
Responsibilities
- Fully understand internal protocols for the bond issuance process from initial client notification through completion.
- Accurately follow notation and data entry procedures in both Bond Wizard and ImageRight.
- Execute requested bonds and prepare supporting materials as needed.
- Maintain up-to-date knowledge of all surety companies, their underwriters, books of business, operating territories, capacity, and underwriting appetites.
- Review and update internal client information stored on the shared bond drive, including awareness of each client’s credit program limits.
- Demonstrate a foundational understanding of the commercial and contract surety industry.
- Understand how surety underwriters evaluate corporate financial statements.
- Identify required documentation to maintain a complete contract surety file.
- Read and interpret contractor work-on-hand project schedules.
- Provide weekly status reports summarizing key activities, accomplishments, and completed tasks.
- Perform other duties as assigned.
Requirements
- Prior experience in bond processing, surety operations, or insurance operations preferred.
- On-the-job training and mentorship will supplement formal experience.
- Coursework or pursuit of professional designations such as AFSB (Associate in Fidelity and Surety Bonding) is encouraged.
- Familiarity with surety bond terminology, processes, and industry practices.
- Proficiency with Bond Wizard, ImageRight, Applied Epic and shared drive file management.
- Excellent written and verbal communication skills.
- Strong organizational skills and the ability to manage time effectively.
- Proactive mindset with a willingness to learn through hands-on training, collaboration with industry underwriters, and self-directed study.
Benefits
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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