Surety Assistant Account Manager

Marsh McLennan•Dallas, TX

About The Position

Marsh McLennan Agency is seeking an Assistant Surety Account Manager to join their team. This role is responsible for processing documents to maintain the Client Surety Program, including generating invoices, preparing bonds, and assisting Account Executives. The position requires strong teamwork, technical expertise in surety, and the ability to service clients effectively. The company embraces a culture that celebrates diversity and offers competitive salaries and comprehensive benefits.

Requirements

College Degree, preferred
Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word.
Willing to work overtime due to cyclical nature of business.

Responsibilities

Process documents necessary to maintain the Client Surety Program, utilizing agency management system.
Generate invoices.
Prepare bonds as required by clients.
Prepare related documents as required by clients.
Obtain bid results.
Assist Account Executives with various documents.
Coordinate delivery of documents to clients.
Attend in-house meetings and occasional client meetings.
Function as a team member of the Agency Workforce to ensure superior service to all MMA Clients.
Perform tasks assigned.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Perform other duties as requested by members of Service Team.
Provide guidance / quality check for other’s work.
Verify accuracy of bonds and invoices as necessary.
Comprehend bond requirements.
Communicate with surety companies as needed.
Communicate with clients as needed.