Surety Client Manager
About The Position
Marsh Agency (MMA) is hiring a Surety Client Manager to manage surety client relationships and accounts, provide tailored bond solutions, and support the surety team. The role includes working with clients, brokers, underwriters, and internal teams to develop proposals, evaluate risk, secure bond approvals, manage renewals, and process bond requests. It also involves mentoring and training junior staff, preparing reports and presentations, maintaining client records, and keeping current with industry trends and regulations. 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 colleague-focused, with resources supporting well-being, development, and community involvement.
Requirements
- At least 3 years of experience in surety, insurance, or a related field.
- Strong understanding of surety bonds and underwriting processes.
- Proven 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.
- Must hold a Property & Casualty license.
- Must be within driving distance of the Ridgeland, Mississippi office and able to commute at least three days per week.
Nice To Haves
- Bachelor’s degree in finance, business, risk management, or a related field.
- Experience in construction and commercial surety sectors.
- Experience with customer relationship, agency, and learning management systems (CRM, AMS, LMS), such as Sagitta, ImageRight, Applied/Epic, and Salesforce.
- Professional designation such as CPCU, AFSB, or similar.
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 recommend 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 obtain bond approvals.
- Monitor accounts, manage timely renewals, and address issues that arise.
- Review client accounts to identify opportunities for growth and improvement.
- Lead and mentor junior account managers and support staff.
- Stay informed about industry trends, regulations, and the competitive landscape.
- Assist in developing marketing strategies to promote surety services.
- Provide training and support to junior staff.
- 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 help prepare underwriting documentation.
- Collaborate with cross-functional teams to process bond requests accurately and on time.
- Maintain client records, manage correspondence, and provide administrative support.
- Monitor bond portfolios and prepare status reports.
- Participate in training programs to enhance surety bond management knowledge and skills.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) and company match program
- Company-paid life and disability coverage
- Generous paid time off programs
- Employee assistance program (EAP)
- Volunteer paid time off (VTO)
- Career mobility
- Employee networking groups
- Tuition reimbursement
- 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
