Client Executive - Business Insurance Surety

Marsh McLennan•Brookfield, WI

3d•Hybrid

About The Position

As a Client Executive on the Business Insurance Surety team at Marsh McLennan Agency (MMA), 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. MMA provides business insurance, employee health and benefits, retirement, and private client insurance solutions. The company combines a local consultant service model with the global resources of Marsh. This role offers a hybrid work arrangement and may be eligible for performance-based incentives in addition to base salary. The applicable base salary range is $64,700 to $120,400, with the offer determined by factors including experience, skills, training, location, certifications, education, and applicable minimum wage requirements.

Requirements

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

Nice To Haves

College degree preferred.

Responsibilities

Work directly 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 related bond transactions.
Manage daily servicing tasks to keep client work moving efficiently.
Proactively manage a book of business and develop relationships to retain accounts.
Negotiate terms with underwriters and evaluate clients’ needs.
Provide ongoing support to team members and colleagues.