Surety Client Coordinator – Jones DesLauriers
MISSISSAUGA, ON | Reporting to: Surety Director
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
Qualified candidates are invited to email their resume and cover letter to careers@jdimi.com
BUILDING THE GREAT CANADIAN BROKERAGE
Navacord is a leading insurance and risk management brokerage created to keep the Canadian entrepreneurial spirit alive. Led by a passionate and engaged partnership group, Navacord Broker Partners are committed to the success of their clients by delivering expert advice in an increasingly complex world which allows them to face the future with confidence.
✓ Fastest Growing Multiline Brokerage in Canada
✓ 3,700+ Employees
✓ 75,000+ Commercial Clients
✓ ~$858m Revenue
✓ 48% B2B (Commercial & Benefits)
✓ 29% B2C (Personal Lines)
✓ 14% Employee Benefits & Retirement
✓ 9% Underwriting Solutions
✓ ~$5 Billion Annual Premium