Fulfillment Specialist

Marsh McLennan • Houston, TX

1d • Hybrid

About The Position

Marsh is seeking candidates for our Fulfillment position out of our Houston office. This is a hybrid role that includes the requirement of working at least three days a week in the office. The Fulfillment Specialist will manage the clients’ daily bonding needs, including receipt and review of bond requests, facilitate required information exchange between clients and underwriters to secure timely approvals and issuance, and delivery of requested bonds. This role involves maintaining ongoing communication with clients and their underwriters to ensure a high level of customer service, managing challenging issues and surety-related matters for clients, and leveraging Client Advisory resources when necessary. The specialist will also manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, electronic files and database management, and other related activities. The role requires independently reviewing, researching, and responding (via phone or e-mail) to unique and non-routine inbound calls, emails, and internet inquiries for external clients that require advanced knowledge of client products and services. This involves conducting extensive research by reviewing all available internal Mercer resources and external client knowledge to answer inquiries and resolve problems, as well as reviewing and assessing client customer service needs and assisting in the development of client strategy plans. The specialist will also review client strategy plans with management and provide guidance to junior customer service representatives.

Requirements

• Bachelor's degree or equivalent work experience required
• Strong surety experience in a risk management or brokerage capacity.
• P&C license required, or ability to obtain

Nice To Haves

• Working knowledge of insurance coverages a plus
• CPCU, ARM or other insurance designations a plus.
• Excellent analytical, project management and problem-solving skills.

Responsibilities

• Manage the clients’ daily bonding needs, including, receipt and review of bond requests, facilitate required information exchange between clients and underwriters to secure timely approvals and issuance, and delivery of requested bonds.
• Maintaining ongoing communication with clients and their underwriters to insure a high level of customer service.
• Manage challenging issues and surety-related matters for clients and leverage Client Advisory resources when necessary.
• Manage all administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, electronic files and database management, and other related activities.
• Independently reviews, researches, and responds (via phone or e-mail) to unique and non-routine inbound calls, emails, and internet inquiries for external clients that requires advanced knowledge of client products and services.
• Conducts extensive research by reviewing all available internal Mercer resources and external client knowledge to answers inquiries and resolves problems.
• Reviews and assess client customer service needs and assists in the development of client strategy plans.
• Reviews client strategy plans with management.
• Provides guidance to junior customer service representatives on how to respond to client inquiries by sharing extensive knowledge and experience and suggesting responses to resolution of client issues.

Benefits

• medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution
• Competitive pay (salary and performance bonus potential)
• Flexible work opportunities for work/life balance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level