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Client Manager, Surety

3 months ago

Charlotte, North Carolina, United States Marsh Full time
Marsh McLennan Agency Client Manager – Surety

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 9,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Manager at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 170 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC).

A day in the life.

As our Client Manager on the Surety team, you'll assist with the preparation and execution of Commercial bonds (license, court, misc. bonds), including collecting data, completing necessary forms, and preparing correspondence. You will service and market new and renewal Commercial Surety accounts, process general indemnity agreements, maintain power of attorney filings and bond supply, and build and retain relationships with clients and insurance carriers.

Essential Duties and Responsibilities.

  • Assists producers with new and renewal business in accordance with agency standards and workflows.
  • Handles all aspects of client requests for commercial and miscellaneous bonds.
  • Prepares and executes commercial and miscellaneous bonds to clients.
  • Correspond with surety company underwriters for approvals and other related matters.
  • Set up and maintain client information in the agency management system.
  • Continually follow up with clients for underwriter-requested information and file items.
  • Processes billing and invoices for new business, renewals, and cancellations and maintains proper account documentation.
  • Works in conjunction with the Accounting Department to resolve accounting issues on Bond accounts, including discrepancies and collections.
  • Works closely with surety companies on any discrepancies in premiums or commissions.
  • Maintains Power of Attorney filings including supply thereof and supply of bond numbers.
  • Aids other surety employees and performs various administrative duties for the Bond Department.

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

  • Five (5) or more years insurance experience in both Contract and Commercial Surety
  • Property & Casualty insurance license (or ability to obtain within 90 days).

These additional qualifications are a plus, but not required to apply:

  • Demonstrated organizational skills and the ability to set and recognize priorities.
  • Proficient use of agency software such as Sagitta, Image Right, Surepath, and Microsoft Office products
  • Legal work authorization to work in the U.S. on a permanent and ongoing basis without the need for sponsorship now or in the future.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work - 3 days in office
  • Charitable contribution match programs
  • Stock purchase opportunities

To learn more about a career at MMA, check us out online: or flip through our recruiting brochure:

Follow us on social media to meet our colleagues and see what makes us tick:

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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