Client Specialist – Surety

Marsh McLennan•Fargo, ND

2d•Hybrid

About The Position

Client Specialist – 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 Specialist 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 McLennan (NYSE: MMC). A day in the life. As our Client Specialist on the Surety team, you’ll support surety clients by assisting with their bonding needs through accurate processing of new and renewal surety bonds and related documentation. Additionally, you’ll assist in identifying client needs, supports the invoicing and billing process, and escalates issues appropriately to ensure timely and effective resolutions. Finally, you will contribute to agency goals by supporting retention, renewals and sales initiatives and fostering a positive team environment.

Requirements

Experience in the insurance industry
Bachelors in business, finance, risk management, communication, or equivalent degree
Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management
Computer proficiency with system of records, web-based tools, and Microsoft programs
Ability to priorities and organizes time efficiently to ensure the meeting or exceeding deadlines

Nice To Haves

Property & Casualty License required within 3 months of hire

Responsibilities

Deliver professional customer service for new and renewal business
Proactively assess the client’s program and identify gaps for additional or alternate coverage based on client needs
Prepare bid bonds, final bonds and miscellaneous bonds and required correspondence.
Accurately prepare and process new and renewal surety bonds, endorsements and related documents.
Deliver bonds and related documents to clients promptly.
Respond promptly and professionally to client inquiries regarding bond status, documentation and billing.
Assist in gathering necessary client information for bond submissions and renewals.
Monitor bond expiration dates and assist in the renewal follow-up processes to include the notification to clients of upcoming renewals and documentation deadlines.
Enter and update client and bond information accurately in the agency management system.
Support invoicing processes by preparing invoices and verifying billing data.
Participate in training sessions and review industry bulletins to stay current on surety products, rates and regulatory changes.
Work with experienced team members to understand carrier preferences and underwriting guidelines.