Surety Analyst

We are seeking a client-focused Surety Analyst to support the growth of our surety department. This role is ideal for someone interested in building expertise in a niche business where finance and insurance meet. Strong technical skills and a passion for delivering exceptional client service with a narrow but deep focus. The Surety Analyst will be instrumental in managing bonding facilities, supporting underwriting relationships, and ensuring client satisfaction across all touchpoints.
KEY RESPONSIBILITIES
Client Service

• Follow up with clients to gather financial and operational documents for new facility set up or renewals.
• Gather quarterly financials and prepare benchmarking reports
• Creating submission and renewal packages

Bond Facility Management

• Tracking bond facility limits and usage for all clients
• Gather annual financials and coordinate with clients to seek opportunities to have discussions with external accountants
• Manage renewals to on a timely basis

Invoicing and Collection

• Invoice annual fees in in January of each year and communicate with clients
• Invoice bond fees as they come due
• Monitor receivables and collection
• Report on invoicing and receivables

Tracking and Reporting Client Activity and Sales Activity

• Update Sales Activity Tracker on a weekly basis, using Salesforce system
• Monitor and report on client touchpoint compliance
• Update Client Activity Tracker on a daily basis
• Monitor and report on outstanding tasks

Key Performance Indicator (KPI)

• Update Sales Activity Tracker every week
• Client Activity Tracker updated with 95% accuracy
• Prepare benchmarking reports within 2 business days of receiving documents

TEAM ENGAGEMENT

• Use company policies and procedures (Employee Handbook, policies, and procedures, etc.) to guide interactions with co-workers
• Participate in the organization’s People Care Process including employee Check-Ins and Annual Values Reviews
• Attend and participate in staff meetings and other company functions

KNOWLEDGE, EXPERIENCE, & SKILLS

• Minimum 1 year of experience in surety bond management preferably within a commercial insurance brokerage business
• Willingness to secure Alberta Insurance Council Level 1 license within first 30 days
• Strong understanding of bonding products, underwriting practices, and client service protocols
• Excellent communication, organizational, and problem-solving skills
• Ability to manage multiple clients, underwriters and priorities effectively
• Bachelor’s degree in business, finance, or a related field