Client Service Manager

• Own the full client relationship from the first request through issuance and payment.
• Prepare and submit client requests to the correct carrier with complete, accurate files.
• Follow up with underwriters until each request reaches a decision.
• Execute approved bonds the same business day.
• Collect premium payments from clients.
• Manage 25 to 35 open requests per week across email, text, and phone.
• Reply to client emails within 2 hours and to texts within 30 minutes.
• Keep Salesforce records current and close tasks as soon as the work is done.
• Route all pricing, carrier, and terms questions to licensed producers.

• Fluent, confident English on the phone with US clients. This is the first and strictest screening filter.
• Comfortable speaking with clients and underwriters by phone, not only in writing.
• Strong ownership mindset. You close loops without being prompted and treat a missed deadline as your problem to solve.
• Proven organization under high volume with multiple open requests at once.
• Disciplined Salesforce or CRM habits.
• A quiet, reliable home office with strong internet.
• Availability from 8:30am to 6:30pm US Central, Monday through Friday, with light Sunday email coverage.
• Nice to have: insurance or construction background. Training on the product is provided.
• Nice to have: Spanish, which is relevant for part of the client base.

• We offer health insurance for contractors
• Holiday Extra Pay
• The work hours generally align with standard business hours in the US, with some potential flexibility depending on the client's needs.
• This is a 100% home-based position
• We prioritize the mental health of our team members and offer mental health days to support their well-being.
• In addition to the base salary, performance-based incentives are provided.
• There is an annual review and appraisal process in place.
• There are ample opportunities for professional growth and advancement within the company.