Surety Client Specialist

M3 Insurance • Madison, WI

3d • Hybrid

About The Position

Are you an organized, detail-driven professional looking to grow your career in a fast-paced insurance environment? As a Surety Client Specialist at M3 Insurance, you'll play a key role in supporting our Surety sales and service team by keeping day-to-day operations running smoothly and delivering exceptional client service. This position offers a great blend of client support, administrative coordination, and surety bond processing — making it an ideal fit for someone who thrives on accuracy, collaboration, and getting things done. Your role at M3 won’t be about the boundaries presented in a job description – it’s about the possibilities that you can envision once you walk through the doors on your first day. We’re looking for people ready to take control of their career and excited to make a real impact with their position. As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we’re privately owned and independent which means we’re doing what’s best for our clients – not what’s best for Wall Street or private equity. At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely every so often while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

Requirements

• High school diploma or equivalent required.
• Minimum of one year of administrative/clerical experience and/or training.
• Demonstrated proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Property & Casualty Insurance License (or ability to obtain).
• Strong verbal and written communication skills.
• Excellent organizational abilities with a capacity to manage multiple priorities and interruptions.
• Customer-oriented mindset with a high standard for quality and attention to detail.
• Ability to work collaboratively with internal teams, clients, and carriers.

Responsibilities

• Provide responsive, accurate client service for surety accounts, including answering questions on bonds, coverages, and billing.
• Process new and renewal bonds in the Agency Management System, verifying data and reviewing for accuracy.
• Support Client Managers and Client Executives with project assistance, correspondence, and carrier inquiries.
• Send invoices for agency billed bonds and assist in reviewing aged accounts receivable.
• Review and monitor daily follow-up activities to keep client files current and accurate.
• Participate in team meetings and contribute to the development of procedures that improve workflow and efficiency.
• Maintain organized, accurate client files in Epic and uphold M3's customer service standards.

Benefits

• Autonomy— Being able to work towards a common goal, but how you get there is an open book.
• Immediate Impact— Every M3er can make an impact, from day one in any role.
• Powered by Team— Be a part of a close-knit group of team members with whom you build trust and share responsibility.
• People— Every M3er is unique in their own way, M3 is a collection of unique achievers.
• flexible time-off
• paid parental leave
• employee appreciation events
• volunteering opportunities
• profit-sharing program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees