CareerPlan

Client Executive - Business Insurance Surety

Brookfield, WI, USFull-time$65k2026-10-21 → 2026-11-09
Hybrid

Core

Service and retain an existing book of business for commercial and contract surety bonds, supporting new business placement and processing bond transactions.

Role type

Client Executive (Business Insurance Surety)

Builds

Commercial and contract surety bonds

Domain

Insurance / Surety

Required skills

Surety industry knowledge, laws, products, coverages, markets, customer service, book of business management, relationship retention, negotiation with underwriters, client needs evaluation

Preferred skills

College degree, self-starter, problem solving, time management, organization, teamwork

Technologies

Surety industry tools

Responsibilities

Service and retain existing accounts, market and issue commercial and contract surety bonds, support new business placement, process bond transactions, manage daily servicing tasks, negotiate terms with underwriters, evaluate client needs

Seniority

Individual Contributor