Surety Client Manager
About The Position
Marsh Agency (MMA) is hiring a Surety Client Manager to manage surety client relationships and accounts. The role serves clients with tailored surety bond solutions, including contract and commercial bonds, and collaborates with underwriters and internal teams to evaluate risks, obtain approvals, and process bond requests. The manager also supports account growth, renewals, reporting, staff development, and promotion of MMA’s surety services. Applicants must live within driving distance of the Ridgeland, Mississippi office and be able to commute there at least three days per week. MMA describes its culture as inclusive and focused on colleague well-being, development, and meaningful work.
Requirements
- At least 3 years of experience in surety, insurance, or a related field.
- Strong understanding of surety bonds and underwriting processes.
- Demonstrated experience managing large accounts and driving revenue growth.
- Exceptional communication, negotiation, and interpersonal skills.
- Strong analytical and problem-solving abilities.
- Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel, and experience with CRM software.
- A Property & Casualty license is required.
- Must be within driving distance of the Ridgeland, Mississippi office and able to commute there at least three days per week.
Nice To Haves
- Bachelor’s degree in finance, business, risk management, or a related field preferred.
- Experience in construction and commercial surety sectors.
- Knowledge of customer relationship, agency, and learning management systems such as Sagitta, ImageRight, Applied/Epic, Salesforce, and related CRM, AMS, or LMS platforms.
- Professional designations such as CPCU, AFSB, or similar are preferred.
Responsibilities
- Develop and maintain relationships with clients, brokers, and other surety-industry stakeholders.
- Manage a portfolio of key accounts to support client satisfaction and retention.
- Assess client needs and provide tailored surety bond solutions, including contract and commercial bonds.
- Prepare and present client proposals, including pricing and terms.
- Collaborate with underwriters to evaluate risk, negotiate terms, and secure bond approvals.
- Monitor existing accounts, manage renewals, and address issues that arise.
- Review client accounts regularly to identify growth and improvement opportunities.
- Lead and mentor junior account managers and support staff; provide training and support as needed.
- Stay informed about industry trends, regulations, and the competitive landscape.
- Assist in developing marketing strategies to promote surety services.
- Prepare and present reports and presentations to clients and internal stakeholders.
- Maintain communication and effective relationships with clients and companies.
- Gather and organize client information for bond requests and assist with underwriting documentation.
- Coordinate with cross-functional teams to ensure timely and accurate processing of bond requests.
- Maintain client records and manage correspondence.
- Monitor bond portfolios and prepare status reports.
- Participate in training programs to enhance surety bond management knowledge and skills.
Benefits
- Medical, dental, and vision insurance
- 401(k) and company match program
- Company-paid life and disability insurance
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
