Client Manager, Surety Bond Specialist
1 week ago
We are seeking a highly skilled Client Manager to join our Surety team at Marsh McLennan Agency. As a Client Manager, you will be responsible for assisting with the preparation and execution of Commercial bonds, including collecting data, completing necessary forms, and preparing correspondence.
Key Responsibilities- Assist producers with new and renewal business in accordance with agency standards and workflows.
- Handle all aspects of client requests for commercial and miscellaneous bonds.
- Prepare and execute 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.
- Process billing and invoices for new business, renewals, and cancellations and maintain proper account documentation.
- Work in conjunction with the Accounting Department to resolve accounting issues on Bond accounts, including discrepancies and collections.
- Work closely with surety companies on any discrepancies in premiums or commissions.
- Maintain Power of Attorney filings including supply thereof and supply of bond numbers.
- Aid other surety employees and perform various administrative duties for the Bond Department.
- Five (5) or more years insurance experience in both Contract and Commercial Surety.
- Property & Casualty insurance license (or ability to obtain within 90 days).
- 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.
Marsh McLennan Agency is a leading provider of business insurance, employee health & benefits, retirement, and private client insurance solutions. We offer a comprehensive range of services to organizations and individuals seeking to manage risk and achieve their goals. Our team of experts is dedicated to delivering personalized service and innovative solutions to meet the unique needs of our clients.
Benefits- Generous time off, including personal and volunteering.
- Tuition reimbursement and professional development opportunities.
- Hybrid work arrangement.
- Charitable contribution match programs.
- Stock purchase opportunities.
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