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Client Experience Coordinator (Surety)

Confidential Client•Financial Services
Entry LevelFull-timeOn-Site$58,333
Miami Lakes, Florida
A Day Ago

The Client Experience Coordinator at Confidential Client is an entry-level, full-time role focused on supporting the Surety team with bond execution, client service, and account maintenance activities. This position offers hands-on training and mentorship to develop expertise in surety bonds, client relationship management, and insurance operations, providing a strong foundation for career growth within the insurance industry. The role requires strong organizational, communication, and customer service skills, with an on-site presence in Miami Lakes or Wellington, FL.

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Description

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.


Role summary

Confidential Client is hiring a Client Experience Coordinator (Surety) in Miami Lakes, FL. This is an entry-level, full-time contract opportunity for candidates who want hands-on training and career development in surety bond operations, client service, and account management. No prior insurance experience is required — the role includes structured training, mentorship, and real-world exposure to bond execution and carrier processes.


What You’ll Do

  • Support the Surety team with administrative processing and document management related to bond execution and account maintenance.
  • Assist in preparing, processing, and executing bid, final, and commercial bonds following internal procedures and carrier requirements.
  • Review contracts and bond forms to extract key 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 renewals, cancellations, close-outs, and premium audits within assigned authority.
  • Coordinate routine carrier requests under direction of an Account Manager.
  • Communicate bond status updates and routine information to clients, producers, and internal stakeholders.
  • Maintain client bond files, financial records, and other documentation in internal systems.
  • Prepare routine correspondence and distribute incoming documents promptly.
  • Provide day-to-day administrative support to improve team workflow.
  • Assist Account Managers and Account Executives with servicing activities for assigned accounts.
  • Support team initiatives, training activities, and special projects while continuing to build surety knowledge and systems proficiency.

Qualifications

  • Bachelor’s degree preferred; recent graduates, early-career professionals, and career changers encouraged to apply.
  • No prior insurance experience required — transferable skills from customer service, administration, operations, or similar environments are valued.
  • Strong organizational skills with attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and deadlines in a fast-paced environment.
  • Customer-service mindset and relationship-building ability.
  • Proficiency with Microsoft Office and ability to learn new systems quickly.
  • Demonstrated initiative, curiosity, and willingness to learn.
  • Comfortable working independently and collaborating within a team.
  • Ability to obtain and maintain any required insurance licenses.

Location & schedule

  • Work location: Miami Lakes, FL (in-office). Candidates should be comfortable with an on-site presence to support collaboration and cross-functional partnership.
  • Employment type: Full-time, contract (per posting).

Compensation & benefits

  • Estimated salary (as listed in source): $58,333 per year — estimated.
  • Benefits may include medical, dental, vision, life and disability insurance; paid time off and holidays; 401(k) with immediate vesting; HSA/FSA options; parental leave; EAP and wellness resources; and other regional/subsidiary benefits. Eligibility and waiting periods may apply and benefits can vary by location and employing entity.

Why join

This role provides a career-launching path into a specialized, high-demand area of insurance. You’ll receive structured training, mentorship, and exposure to carrier and underwriting processes that prepare you for future account management roles. Confidential Client supports employee growth and community impact through development programs and benefits.


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.

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