JOB TITLE: Client Manager – Surety
REPORTS TO: Bond Manager
EXEMPT/NON-EXEMPT: Exempt
DIVISION: Horton Risk Advisory Services
GENERAL DESCRIPTION – Summary
The Client Manager is responsible for the daily servicing of a book of business on assigned accounts with direct
accountability for client satisfaction and retention. Responsibilities include client and carrier relationship management, processing various surety bond documents, accounts receivable management and file management. The Client Manager role requires the coordination of multiple tasks across teams and functional roles to meet various deadlines and quality standards. The Client Manager has regular interactions with producers, directors, peers and staff.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Process surety bonds, endorsements, riders, continuation certificates and other client documents in the agency management system with a focus on accuracy and timeliness. Enter premium related information into the system to create records and invoices.
- Prepare client documents for delivery via email, US Mail or hand delivery.
- Maintain an outstanding level of data integrity in the agency management system and SurePath so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents.
- Provide routine consultation to clients and act as back up to Client Managers in order to assist internal and external clients as much as possible.
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable. Help direct clients with payment instructions, receipt of various premium notices from carriers and finance companies. Effectuate notices of cancellation, rescission and reinstatement.
- Access and navigate carrier websites to obtain account information and surety bond documents. May request, follow up, and review endorsements or obtain quotes as necessary.
- Review contracts to ensure that bond requirements are met and that performance & payment bonds are issued accurately.
- Set and manage diaries to ensure all account activity is progressing effectively.
- Perform other duties as assigned.
KNOWLEDGE, SKILLS, AND ABILITIES
· A Bachelor’s Degree is required
· Property and Casualty License must be obtained within 75 days of the first day of New Hire Onboarding
· Proficient with Microsoft Office Suite
· Strong math skills with an understanding of basic of basic accounting principles
· EPIC/Applied systems experience a plus
· Five or more year’s Surety experience with strong technical product knowledge.
BEHAVIOR STANDARD
Maintain a positive work atmosphere by acting and communicating in a manner so that you get along with customers, clients, co-workers and management. All employees are expected to behave in a manner consistent with the corporate values outlined as Driven, Excellent and Together.
WORKING CONDITIONS
Fast-paced, multi-tasking environment requiring tolerance for schedule change and disruption with potential for travel.
JOB PERFORMANCE STANDARDS
The job description is intended to describe the essential responsibilities The Horton Group requires. Essential functions are outlined; other duties may be assigned as needs arise or as required to support the essential functions.
PHYSICAL REQUIREMENTS
Ability to:
· Perform work on a computer for extended periods of time
· Sit/stand for extended periods of time in work area
· Grasp objects using your fingers (fine motor skills)
· Communicate and speak in a clear, concise and professional manner both in person and on the telephone
· Travel by air or ground transportation as required in performing job duties
· Be able to lift and carry objects that weigh a minimum of 40 pounds
Nothing in this job description or in any other written documents or forms maintained by The Horton Group, creates, or may be deemed to create, an employment contract between The Horton Group and any of its employees.
The Horton Group reserves the right to revise the contents of this job description, at any time, without prior notice to its employees.
This job description supersedes any previous oral or written job descriptions.
The Horton Group
Related jobs:
Casting People with Disabilities for Atlanta Tourism Shoot
Job Description:
We are seeking individuals with disabilities for a tourism shoot in Atlanta. This project aims to showcase diverse talents, including wheelchair users, while celebrating inclusivity and accessibility in the city. If you’re comfortable on camera and have a story to share, we’d love for you to be part of this meaningful campaign.
Job Responsibilities:
- Participate in a photoshoot or video shoot that highlights accessible tourism experiences in Atlanta.
- Follow direction from the production team to capture authentic, engaging visuals.
- Represent the campaign’s focus on inclusivity and diversity.
Requirements:
- People of any gender, aged 40-70, from any ethnic background.
- Open to all kinds of talent with disabilities, including wheelchair users.
- Must be local to Atlanta (no travel expenses will be covered).
Compensation:
- Rate: $500 for the shoot.
Casting Dedicated Runner for Fitness Brand Campaign
Job Description:
We are seeking a dedicated runner to feature in a fitness brand campaign. This role is perfect for a frequent runner with excellent form and great physical shape. Whether you’re an avid recreational runner or someone who could be considered elite, we want to see your passion for running on camera.
Job Responsibilities:
- Perform running drills and showcase endurance and athleticism during the shoot.
- Follow the creative team’s direction to deliver dynamic and inspiring visuals.
- Maintain a professional and energetic attitude throughout the production.
Requirements:
- Male or Female runner, aged 25-35.
- Must have strong running skills and a fit physique.
- Open to all ethnicities.
- Must be local to Atlanta or live within 3 hours driving distance (no travel reimbursement).
Compensation:
- Half Day (6 hours): $900
- Full Day (10 hours): $1,200
- 20% agency fee applies.
- Usage: Non-union, unlimited worldwide use across all channels.
Casting Elite Runner for Fitness Brand Campaign
Job Description:
We are seeking an elite runner to feature in a fitness brand campaign. This role is ideal for a highly skilled, fit individual with excellent running form. Whether you’re a professional marathoner or an experienced running athlete, this is a great opportunity to showcase your endurance and athleticism on camera.
Job Responsibilities:
- Perform running drills and showcase athletic endurance for a fitness brand photoshoot or video.
- Follow the creative team’s direction to capture dynamic and inspiring visuals.
- Maintain professionalism and energy throughout the shoot.
Requirements:
- Male or Female runner, aged 25-35.
- Must have elite running skills with great form and a fit physique.
- Open to all ethnicities.
- Must be local to Atlanta or live within 3 hours driving distance (no travel reimbursement).
Compensation:
- Half Day (6 hours): $900
- Full Day (10 hours): $1,200
- 20% agency fee applies.
- Usage: Non-union, unlimited worldwide use across all channels.
Casting Female Boxer for Fitness Brand Campaign
Job Description:
We are seeking a skilled female boxer to feature in a dynamic fitness brand campaign. This role is ideal for an experienced athlete with strong striking technique and the ability to perform boxing-related HIIT workouts, such as jumping rope. Bring your power, precision, and energy to this exciting project!
Job Responsibilities:
- Demonstrate advanced boxing techniques, including striking and defensive maneuvers.
- Perform high-intensity boxing workouts on camera (e.g., jump rope, shadowboxing).
- Follow the creative team’s direction to deliver powerful and engaging visuals.
Requirements:
- Female boxer, aged 20+.
- Must have excellent boxing skills and experience with HIIT-style workouts.
- Open to all ethnicities.
- Must be local to Atlanta or live within 3 hours driving distance (no travel reimbursement).
Compensation:
- Half Day (6 hours): $900
- Full Day (10 hours): $1,200
- 20% agency fee applies.
- Usage: Non-union, unlimited worldwide use across all channels.
Casting Basketball Players for Fitness Brand Campaign
Job Description:
We are seeking talented basketball players to feature in a campaign for a well-known fitness brand. This role is perfect for experienced athletes who can showcase their skills on camera. We’re looking for an ethnically diverse group of 4 male players who have excellent technique. At least one of the players should be able to dunk with authority.
Job Responsibilities:
- Perform basketball drills, exercises, and dynamic moves for a fitness brand photoshoot or video.
- Follow direction from the creative team to deliver compelling and athletic visuals.
- Maintain a professional and energetic attitude on set.
Requirements:
- Male basketball players, aged 20+.
- Must have strong basketball skills and great technique.
- At least one participant must be able to dunk with authority.
- Open to all ethnicities.
- Must be local to Atlanta or live within 3 hours driving distance (no travel reimbursement).
Compensation:
- Half Day (6 hours): $900
- Full Day (10 hours): $1,200
- 20% agency fee applies.
- Usage: Non-union, unlimited worldwide use across all channels.
Casting Multigenerational, Multicultural, and LGBTQ+ Families for Public Health Campaign (DMV Area)
Job Description:
We are seeking real multigenerational, multicultural, and LGBTQ+ families to participate in a meaningful public health campaign that celebrates diversity, inclusivity, and the unique dynamics that make every family special. This campaign aims to highlight the strength and beauty of families from all walks of life, showcasing love, connection, and community.
Job Responsibilities:
- Participate in a professional photoshoot with your family, capturing authentic and heartwarming moments.
- Follow the creative team’s guidance to portray natural family interactions.
- Represent the campaign’s core values of inclusivity, diversity, and family empowerment.
Requirements:
- Open to multigenerational families, multicultural families, and LGBTQ+ families with children aged 0-4.
- All ethnicities and family structures are encouraged to apply.
- Must be local to the DMV area (DC, Maryland, Virginia) or willing to work as a local hire.
Compensation:
- Rate: $1,750 per person, per day.
- Usage: Perpetual licensing for public health campaign materials.
Casting Dads with Kids for Public Health Campaign (DMV Area)
Job Description:
We are seeking real dads and their young children to participate in a touching public health campaign that celebrates fatherhood and family bonds. This project will showcase the important role fathers play in their children’s lives, emphasizing connection, love, and support.
Job Responsibilities:
- Participate in a professional photoshoot with your child(ren), capturing genuine and heartwarming interactions.
- Follow the creative team’s guidance to portray natural family moments.
- Represent the campaign’s focus on inclusivity, diversity, and the value of family.
Requirements:
- Fathers with at least one child aged 0-4.
- Open to all ethnicities and family backgrounds.
- Must be local to the DMV area (DC, Maryland, Virginia) or willing to work as a local hire.
Compensation:
- Rate: $1,750 per person, per day.
- Usage: Perpetual licensing for public health campaign materials.
Casting Grandparents with Grandkids for Public Health Campaign (DMV Area)
Job Description:
We are seeking real grandparents and their grandkids to participate in a meaningful public health campaign that celebrates multigenerational family bonds and community values. This project aims to highlight the joy, wisdom, and connection between grandparents and their young grandchildren, emphasizing the importance of family support and love.
Job Responsibilities:
- Participate in a professional photoshoot with your grandchild(ren), capturing genuine, heartwarming interactions.
- Follow the creative team’s direction to showcase natural and authentic moments of connection.
- Represent the campaign’s focus on inclusivity, diversity, and family strength.
Requirements:
- Grandparents with at least one grandchild aged 0-4.
- Open to diverse family structures and all ethnicities.
- Must be local to the DMV area (DC, Maryland, Virginia) or willing to work as a local hire.
Compensation:
- Rate: $1,750 per person, per day.
- Usage: Perpetual licensing for public health campaign materials.
Casting Moms with Multiple Kids for Public Health Campaign (DMV Area)
Job Description:
We are seeking real moms with multiple children to participate in a heartwarming public health campaign that celebrates family dynamics and community connections. This campaign highlights the joys and challenges of parenthood, emphasizing the importance of support and togetherness. Families with children under the age of 5, including moms with twins or multiples, are especially encouraged to apply.
Job Responsibilities:
- Participate in a professional photoshoot with your children, capturing authentic family moments.
- Follow the creative team’s direction to bring warmth and connection to the project.
- Represent the campaign’s message of inclusivity, diversity, and family empowerment.
Requirements:
- Mothers with multiple children under the age of 5.
- Open to moms with twins or multiples.
- Diverse family dynamics and all ethnicities are encouraged to apply.
- Must be local to the DMV area (DC, Maryland, Virginia) or willing to work as a local hire.
Compensation:
- Rate: $1,750 per person, per day.
- Usage: Perpetual licensing for public health campaign materials.
Casting Pregnant Women for Public Health Campaign (DMV Area)
Job Description:
We are seeking pregnant women to participate in a heartfelt public health campaign celebrating family bonds and community connections. This photoshoot aims to highlight the strength and beauty of real families while promoting valuable resources. If you are currently expecting and have children aged 0-4, we encourage you to apply!
Job Responsibilities:
- Participate in a professional photoshoot, showcasing authentic moments of connection with your child(ren).
- Follow the creative team’s guidance to capture natural, heartwarming scenes.
- Represent the campaign’s message of inclusivity, diversity, and family empowerment.
Requirements:
- Pregnant women of all ethnicities and backgrounds.
- Must have at least one child aged 0-4.
- Open to multigenerational and diverse family dynamics.
- Must be local to the DMV area (DC, Maryland, Virginia) or willing to work as a local hire.
Compensation:
- Rate: $1,750 per person, per day.
- Usage: Perpetual licensing for public health campaign materials
Photo Double Needed for TV Series (Santa Clarita, CA)
Job Description:
We are seeking a photo double for a TV series filming in Santa Clarita, CA. The role is for an African American female, aged 18, who can pass for younger. Candidates must closely match the specified physical measurements. This is a great opportunity to be part of an exciting production and work alongside industry professionals.
Job Responsibilities:
- Serve as a photo double for the main actor in various scenes.
- Work closely with the production team to ensure seamless continuity.
- Be punctual and professional throughout the filming process.
Requirements:
- African American female, age 18, with the following measurements:
- Height: 4’0″ to 5’0″
- Weight: 50 to 60 lbs
- Chest: 22″ to 28″
- Waist: 20″ to 25″
- Hip: 24″ to 28″
- Must have natural hair color and no visible tattoos.
- Local to Santa Clarita, CA, or willing to work as a local hire.
Compensation:
- SAG Rate: $253 for 8 hours.
Paid Extra Role – Reality Show Spinoff (Atlanta)
Job Description:
CAB Castings LLC. is seeking 1 paid extra (age 18+) for a park scene in an upcoming spinoff of a hit docu-series filming in Atlanta. The role is for an African American woman, 21+ years old, with an attractive, Instagram model-type appearance, who can comfortably flirt with an actor on screen.
This is a great opportunity to be featured in a reality show production and work alongside a professional team.
Job Responsibilities:
- Appear as an extra in a park scene.
- Portray a confident, flirty character opposite an actor.
- Follow direction from the production team to ensure seamless performance.
- Be available for the entire day of filming, as call times may vary.
Requirements:
- African American woman, aged 21+.
- Comfortable with on-camera flirtation.
- Must have an “Instagram model-type” appearance.
- Local to Atlanta or willing to work as a local hire.
- Flexible availability for full-day filming.
Compensation:
- Rate: $100 for 8 hours. Payment will be made via check within 2-3 weeks after filming.