Located in Toronto, Calgary or Vancouver, as a Senior Surety Broker, or Surety Client Executive, you will specialize in marketing Surety accounts and managing key client relationships, with a focus on the mining and construction industries. You will work closely with clients to structure and secure reclamation bonds, performance bonds, and other types of Surety instruments.
This role requires a strong focus on client service, including the development and stewardship of long-term relationships built on trust, expertise, and consistent delivery. You will serve as a strategic advisor to your clients, helping them navigate complex bonding requirements and achieve their project and compliance goals.
Accountabilities:
- Market Surety Accounts including Mining and Contractor business, including reclamation bonds
- Conduct research and financial analysis on client portfolios, ensuring compliance with contractual obligations
- Lead and mentor junior brokers, providing guidance and support
- Identify prospective clients and target industries through strategic research
- Analyze financial information, assess credit requests for both public and private enterprises
- Prepare and present detailed findings reports to clients, prospects and management
- Provide oversight and management of monthly reporting to insurance captives
- Build solid relationships with clients, underwriters, and professional counterparts
- Develop tailored Surety solutions for clients by assessing their operational risks, providing market-leading service, and offering strategic recommendations to improve their financial standing for bond approvals
- Monitor evolving regulatory requirements in the mining and construction industries to advise clients on bond compliance and any changes that may affect their obligations
- Assist with renewal coordination, monitoring receivables
- Coordinate with underwriters and legal teams to ensure the proper structuring of bonds, contracts, and indemnity agreements, ensuring clients receive optimal coverage
The ideal candidate meets the following requirements:
- Bachelor's degree in finance, accounting or related field
- 1-5 years of relevant experience in Surety Bonds, particularly within the mining and construction sectors
- Strong financial acumen, with proficiency in Excel and experience analysing financial statements
- Valid Registered Insurance Brokers of Ontario (RIBO) License, or willingness to obtain
- Proven experience working with reclamation bonds or other performance bonds in heavily regulated industries such as mining, construction, or environmental services
- Familiarity with credit risk assessment and understanding of financial underwriting
- Detail-oriented, with the ability to manage multiple priorities and deadlines
- Excellent communications skill, both written and oral
- Team leadership and mentoring experience