Client Executive - Business Insurance Surety

Marsh McLennan•Brookfield, WI
•$64,700 - $120,400•Hybrid

About The Position

As a Client Executive on Marsh McLennan Agency’s Business Insurance Surety team, you will work directly with producers and clients to service and retain an existing book of business. The role involves marketing, servicing, and issuing commercial and contract surety bonds for existing accounts, supporting new business placement, processing related bond transactions, and managing daily servicing tasks to keep client work moving efficiently.

Requirements

  • High school diploma or equivalent.
  • Highly technical knowledge of the surety industry, laws, products, coverages, and markets.
  • Excellent communication skills for effective customer service.
  • Ability to proactively manage a book of business and develop healthy relationships to retain accounts.
  • Ability to negotiate terms with underwriters and evaluate client needs.
  • Self-starter and problem solver with good time-management and organizational skills, including the ability to meet deadlines.
  • Ability to work well in a team environment and provide ongoing support to team members and colleagues.

Nice To Haves

  • College degree.

Responsibilities

  • Work with producers and clients to service and retain an existing book of business.
  • Market, service, and issue commercial and contract surety bonds for existing accounts.
  • Support new business placement.
  • Process bond-related transactions and manage daily servicing tasks.
  • Proactively manage accounts and develop client relationships to support retention.
  • Negotiate terms with underwriters and evaluate client needs.
  • Provide ongoing support to team members and colleagues.

Benefits

  • Generous time off, including personal and volunteering time.
  • Tuition reimbursement and professional development opportunities.
  • Hybrid work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Health and welfare benefits.
  • 401(k) savings and other retirement programs.
  • Employee assistance programs.
  • May be eligible for performance-based incentives.
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