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Surety Bond Account Coordinator
1 month ago
About the Role:
The Surety Bond Account Manager is responsible for assisting the production team in the production and service of new and existing accounts. This role supports a growing book of business consisting of mostly small to middle market accounts.
Key Responsibilities:
- Support surety bond producers, account executives, and senior account managers in day-to-day operations and client interactions.
- Maintain proper communication and build effective relationships with clients and companies.
- Assist in gathering and organizing client information for bond requests.
- Assist with billing on renewals and handle receivables.
- Learn to evaluate financial statements to assess client creditworthiness.
- Aid in the preparation of documentation for the underwriting process.
- Collaborate with cross-functional teams to ensure timely and accurate processing of bond requests.
- Provide administrative support, including maintaining client records and managing correspondence.
- Assist in monitoring bond portfolios and preparing status reports.
- Stay updated on industry regulations, guidelines, and market trends.
- Have an understanding of surety bond products and services.
- Participate in training programs to enhance knowledge and skills in surety bond management.
Requirements:
- 3+ years of previous surety bond experience.
- High school diploma or equivalent, some insurance courses preferred.
- Proficient in various programs, including Microsoft Word, Excel, Outlook, and PowerPoint.
- Excellent communication and interpersonal abilities.
- Strong organizational skills in prioritizing work, multi-tasking, and consistently meeting deadlines.
- Results-oriented with a strong client service orientation and proactive in solving client needs with a sense of urgency in all client matters.
- Ability to work proficiently in a fast-paced environment.
- Detail-oriented with a high level of accuracy in work.
What We Offer:
- Medical, dental, and vision insurance.
- 401K and company match program.
- Company-paid life and disability offerings.
- Employee Stock Purchase Plan (ESPP).
- Generous Paid Time Off (PTO) programs.
- Paid parental leave.
- Volunteer paid time off (VTO).
- Career mobility.
- Pet insurance.
- Employee Resource Groups (ERGs).
- Continuing education and training opportunities.
About Us:
At US012 Marsh & McLennan Agency LLC, we believe in a culture that supports a healthy, safe work environment. We offer the right benefits, programs, policies, and opportunities to keep colleagues engaged and productive. We are committed to cultural excellence in the areas of professional development, diversity, equity, and inclusion practices, and employee well-being.
Equal Employment Opportunity:
Marsh McLennan and its affiliates are equal opportunity employers and welcome applications from diverse candidates. We are committed to creating an inclusive environment where all colleagues feel valued, respected, and supported.