Surety Client Representative - Edmonton

Marsh McLennan•Edmonton, AB

2d•Hybrid

About The Position

You would provide administrative assistance to the Surety business unit, supporting the delivery of required client services in a timely, efficient and professional manner. You are responsible for administration associated with issuing surety bonds, maintaining and updating databases, ensuring they are accurate and current. Other duties may include but are not limited to research, proof reading, data entry, filing, typing, scanning, photocopying, and organizing supplies.

Requirements

Proficiency in email, word processing and spreadsheet software, as well as a working knowledge of presentation software.
Microsoft Office Emphasis on Excel, PowerPoint, Word and Internet Explorer, Outlook
Strong verbal and written communication skills.
Proven strong organizational skills and attention to detail.
Ability to work independently and within a team-based environment.
Demonstrated willingness to learn new concepts and skills
Ability to work in a fast-paced, dynamic environment.
Ability to navigate a corporate environment.
Business savvy with the ability to learn quickly.
Demonstrated ability to handle multiple priorities and deadlines.
Professional service industry knowledge or experience an asset.
Results oriented with a strong client service focus.
Clear, courteous and professional in all external communication with clients and prospective clients.

Nice To Haves

Strong organizational skills in prioritizing work, multi-tasking and consistently meeting deadlines.
Effective team player.

Responsibilities

Assist in day-to-day administration operations associated with issuing surety bonds.
Ensure accuracy and timely issuance of client documentation including bonds, prequalification letters, renewal certificates, invoices, endorsements.
Work in partnership with client executives to ensure approval of bonds. This includes collection of information and presentation to sureties and clients.
Support in data management and maintenance.
Prepare bond costing for tenders, & final bonds (contract/commercial). This includes but is not limited to primary & pro-rated return/additional premium costing.
Provide support in conducting primary and secondary research with client executive on behalf of clients (ie. pulling bond liabilities reports, collection of financial information, etc).
Create client files and updates filing documentation as required.
Maintain proper records for reporting and audit purposes.
Ensure all documents are current and correct.
Maintain electronic file system for scanned bonds & email documentation.
Prepare correspondence/reports/other documents as needed with guidance from client team.
Collaborate internally to identify and resolve information gaps in key account data.
Adhere to company procedures and data integrity standards.
May handle the mail service/liaise with couriers.
Comply with Marsh Excellence and Professional Standards to ensure quality service to all clients.
Spreadsheets, Word documents and database management (NPT).
Other duties as required

Benefits

Competitive employee benefits
Thriving culture
Culture of internal mobility, collaboration and valued partnership with HR from the business.
Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
Competitive pay (salary and bonus potential)
Full benefits package – starting day one (medical, dental, vision, STI/LTI, life insurance, RSP (Retirement Savings Plan or TFSA (tax free savings account.)
Generous Parental Leave
Tuition Reimbursement plan per year
Participation in our Employee Stock Purchase Plan
Vacation
Personal and floating holidays
Time off to give back to your community
10 sick days
Company/national holidays (with early dismissal).
Multiple medical, dental, and vision plans with choices to fit all needs and budgets
Benefits coverage starting Day 1
Flexible Remote Working & Workplace Schedules