Surety Account Manager

Marsh McLennan•Houston, TX

2d•Onsite

About The Position

The Surety Account Manager will be responsible for processing documents necessary to maintain the Client Surety Program, utilizing the agency management system. This role involves generating invoices, preparing bonds and related documents as required by clients, obtaining bid results, assisting Account Executives with various documents, and coordinating document delivery. The position also requires functioning as a team member to ensure superior service to all Marsh McLennan Agency (MMA) clients, which includes performing assigned tasks, treating everyone with courtesy and respect, contributing to a team approach, and demonstrating cooperation and effective communication. The role also involves providing guidance and quality checks for others' work and demonstrating technical expertise to assist in maintaining the Client Surety Program, including verifying accuracy of bonds and invoices, comprehending bond requirements, and communicating with surety companies and clients as needed.

Requirements

Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
Operational knowledge of various Windows-based application programs such as Excel and Word.
Willing to work overtime due to cyclical nature of business.

Nice To Haves

College Degree

Responsibilities

Process documents necessary to maintain the Client Surety Program, utilizing agency management system.
Generate invoices.
Prepare bonds as required by clients.
Prepare related documents as required by clients.
Obtain bid results.
Assist Account Executives with various documents.
Coordinate delivery of documents to clients.
Perform tasks assigned.
Treat clients, prospects, and company employees with courtesy and respect.
Contribute to a team approach toward meeting goals and providing excellent client service.
Demonstrate cooperation and effective communication with clients, vendors and co-workers.
Service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness.
Provide guidance / quality check for other’s work.
Verify accuracy of bonds and invoices as necessary.
Comprehend bond requirements.
Communicate with surety companies as needed.
Communicate with clients as needed.