Client Representative - Surety

Marsh McLennanGolden Valley, MN
7dHybrid

About The Position

Client Representative – Surety Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Representative at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh (NYSE: MRSH). A day in the life. As a Client Representative on the Business Insurance Surety team, you’ll work directly with Producers, Client Executives, and clients to service and retain our existing & new book of business. You will handle both contract and commercial surety transactions, including marketing and placing new and renewal bonds, and processing cancellations, riders, endorsements, and reinstatements for existing accounts. You will manage daily service activities and urgent requests from multiple channels, monitor the bonds inbox, delegate and escalate as appropriate, and prioritize work to meet deadlines. You will also be responsible for billing new and renewal business, proactively following up on payments and resolving accounting issues for bonds as they arise, and you will support projects assigned by the Client Executive team as needed.

Requirements

  • High school diploma or equivalent is required
  • Excellent communication skills to effectively service customers
  • Ability to assist with managing a book of business and to develop relationships to retain accounts
  • Be a self-starter; problem solver with good time management skills
  • Be organized and meet deadlines
  • Ability to provide ongoing support for team members and colleagues
  • Property/casualty license or ability to attain is required

Nice To Haves

  • College degree preferred.

Responsibilities

  • Work directly with Producers, Client Executives, and clients to service and retain our existing & new book of business.
  • Handle both contract and commercial surety transactions, including marketing and placing new and renewal bonds, and processing cancellations, riders, endorsements, and reinstatements for existing accounts.
  • Manage daily service activities and urgent requests from multiple channels, monitor the bonds inbox, delegate and escalate as appropriate, and prioritize work to meet deadlines.
  • Be responsible for billing new and renewal business, proactively following up on payments and resolving accounting issues for bonds as they arise.
  • Support projects assigned by the Client Executive team as needed.

Benefits

  • Generous time off, including personal and volunteering
  • Tuition reimbursement and professional development opportunities
  • Hybrid work
  • Charitable contribution match programs
  • Stock purchase opportunities
  • health and welfare benefits
  • 401K savings and other retirement programs as well as employee assistance programs

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

5,001-10,000 employees

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