Surety Client Manager

Marsh McLennan

18h • Hybrid

About The Position

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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). Applicants must be within driving distance to our Ridgeland, MS office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

Requirements

• Minimum of 3 years of experience in surety, insurance, or a related field.
• Strong understanding of surety bonds and underwriting processes.
• Proven track record of managing large accounts and driving revenue growth.
• Exceptional communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite and experience with CRM software.
• Experience in the construction and commercial surety sectors.
• Strong knowledge of customer relationships, agency, and learning management systems (CRM, AMS, LMS), such as Sagitta, ImageRight, Applied/Epic, Salesforce preferred.
• Proficiency in MS Office Suite, particularly MS PowerPoint and MS Excel.
• Must have Property & Casualty license

Nice To Haves

• Bachelor’s degree in finance, business, Risk Management, or a related field preferred.
• Professional designations are preferred, such as CPCU, AFSB, or similar

Responsibilities

• Develop and maintain relationships with clients, brokers, and other stakeholders in the surety industry.
• Manage a portfolio of key accounts, ensuring high levels of client satisfaction and retention.
• Assess client needs and provide tailored surety bond solutions, including contract bonds, commercial bonds, and other related products.
• Prepare and present proposals, including pricing and terms, to clients.
• Collaborate with underwriters to evaluate risk, negotiate terms, and secure bond approvals.
• Monitor and manage existing accounts, ensuring timely renewals and addressing any issues that arise.
• Conduct regular reviews of client accounts to identify opportunities for growth and improvement.
• Lead and mentor junior account managers and support staff, fostering a collaborative and high-performance team environment.
• Stay informed about industry trends, regulations, and competitive landscape to provide informed advice to clients.
• Assist in the development of marketing strategies to promote surety services.
• Provide training and support to junior staff as needed.
• Prepare and present reports and presentations to clients and internal stakeholders.
• Maintain proper communication and build effective relationships with clients and companies.
• Assist in gathering and organizing client information for bond requests and aid in the preparation of documentation for the underwriting process.
• Collaborate with cross-functional teams to ensure timely and accurate processing of bond requests.
• Provide administrative support, including maintaining client records and managing correspondence.
• Assist in monitoring bond portfolios and preparing status reports.
• Participate in training programs to enhance knowledge and skills in surety bond management.

Benefits

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• 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

What This Job Offers

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