About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role overview

Confidential Client is hiring a Client Experience Coordinator (Surety Bonds) to join a growing surety team in Miami Lakes, FL. This is an entry-level, client-facing position ideal for recent graduates, early-career professionals, or those transitioning into insurance and surety services. The role offers structured training, mentorship, and hands-on experience with bond execution, client service, and account support.

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What You’ll Do

You will support day-to-day surety operations and client service activities, working closely with Account Managers and Producers. Key responsibilities include:

• Support surety workflow by handling administrative, processing, and documentation tasks related to bond execution and account maintenance.
• Assist with preparation, processing, and execution of bid, final, and commercial bonds following carrier and internal requirements.
• Review contracts and bond forms to identify and extract critical information.
• Ensure bond requests and supporting documentation are complete, accurate, and submitted on time.
• Request, collect, and follow up on underwriting and financial documentation.
• Assist with bond renewals, cancellations, close-outs, and premium audits within assigned authority.
• Coordinate routine requests with surety carriers and act as a liaison for routine carrier inquiries.
• Maintain client bond files, financial records, and documentation in internal systems.
• Prepare routine correspondence and distribute incoming documents promptly.
• Provide administrative and service support to promote workflow efficiency and support special projects or training initiatives.
• Continue developing surety knowledge, systems proficiency, and client service skills.

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What We’re Looking For

We want dependable, detail-oriented candidates who are curious and motivated to learn the surety business. Required and preferred qualifications:

• Bachelor’s degree preferred; recent graduates and career-changers are encouraged to apply.
• No prior insurance experience required; transferable skills from customer service, administration, operations, or related fields are valued.
• Strong organizational skills and exceptional attention to detail.
• Excellent verbal and written communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong customer service mindset and relationship-building ability.
• Proficiency with Microsoft Office and aptitude for learning new systems.
• Demonstrated initiative, curiosity, and a willingness to learn.
• Ability to work independently and collaborate effectively with a team.
• Ability to obtain and maintain required insurance license(s) as applicable.

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Compensation & Employment Type

• Estimated salary: $77,492 per year (estimated).
• Employment type: Full-time; Contract opportunities may be available depending on the assignment.
• On-site presence expected to support collaboration, team leadership, and cross-functional partnership.

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Why Join Confidential Client

Confidential Client provides a structured development path into a marketable area of insurance—surety bonds. You will receive hands-on training, mentorship, and exposure to carrier underwriting and client relationship management. The role is well-suited for those who want to build a long-term career in Accounting & Finance with opportunities for advancement into account management.

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Additional information

Final candidates will undergo post-offer verification and background checks as required by applicable law. Candidates needing reasonable accommodations during the hiring process may request them in accordance with local regulations.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.