Surety Client Coordinator

Jones DesLauriers
CA - Ontario - Ontario
January 14, 2025
Insurance

WE OFFER
~ Great learning and growth opportunities
~ Hybrid remote work flexibility
~ A competitive compensation package
~ Full Benefits Package
~ RRSP Matching Program
~ Professional Development Courses & Designations
~100% tuition re-imbursement for business relevant courses and training
~ Half volunteer day to make a difference and give back to your community
~ Vary Days

POSITION OVERVIEW:

Jones DesLauriers is hiring a Surety Client Coordinator reporting to the Surety Director. The successful incumbent will be responsible to assist Surety Client Managers with tasks to maintaining a book of business, servicing client needs, and developing market relationships.

RESPONSIBILITIES:

Assist clients manage their surety facility and requirements by producing bonds and invoicing tasks
Assist Surety Client Managers to monitor and manage the collection of accounts receivables in accordance with JDIMI Receivables Policy
Prepare and execute tender and final bond documents.
Prepare indemnity agreements, prequalification letters, LCBA letters, change of broker letters etc.
Organize and maintain electronic and physical files for easy access and retrieval.
Prepare reports and summaries for management on bond activity and underwriting performance.
Assist in the preparation of presentations for internal meetings.
Coordinate communication between underwriters, agents, and clients to ensure timely responses.
Track deadlines for applications, renewals, and other critical tasks.
Help manage workflow and prioritize tasks to support the underwriting team effectively.
Gather and analyze contract documents and credit reports to assist in risk assessment.
Prepare and maintain underwriting files and documentation for compliance.
Communicate with agents and clients to obtain necessary information and clarify details.
Monitor existing bonds and assist in renewal processes.
Participate in team meetings to discuss underwriting strategies, updates and overall operations management.

REQUIREMENTS:

Minimum 1 to 2 years Commercial Surety/Bonding/Construction experience
RIBO, ACSB, CAIB and CIP designations preferred, or at minimum working towards the designations
Advanced skills in Outlook, Excel, Word, EPIC, and Bondworks
Firm understanding of industry and software products
Detail oriented with strong analytical skills
Ability to influence others in a co-operative manner
Works well both in a group environment and autonomously
Solid understanding of financial statements and the overall Canadian construction market as well as an interest in developing into a surety expert
Strong interpersonal and presentation skills with excellent attention to detail
Ability to be a self-starter with strong written and oral communication skills as well as organizational skills

Jones DesLauriers is actively committed to support diversity, equity, and inclusion. We serve and recognize and respect human differences and similarities. We value the diversity of people and actively encourage women, indigenous peoples, members of visible minorities, people with disabilities, and lesbian, gay, bisexual, transgender, and queer (LGBTQ2+) persons to apply.We are committed to providing accommodation upon request for applicants and employees with disabilities. If you require accommodation, we will work with you to meet your needs.

Read the full job description and apply online on the recuiter's web-site

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