Surety Client Manager
- United States
- Hybrid
- Mid Level
- Posted
As an Surety Client Manager , you will: Develop and maintain relationships with clients, brokers, and other stakeholders in the surety industry.
About Mmc
- Description: Our not-so-secret sauce.
- Award-winning, inclusive, Top Workplace culture doesn’t happen overnight.
- It’s a result of hard work by extraordinary people.
- More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day.
- Learn more about what makes us different and how you can thrive as an Surety Client Manager at Marsh Agency (MMA).
- 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.
- A day in the life.
Responsibilities
- 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 Our future colleague.
Requirements
- We’d love to meet you if your professional track record includes these skills: Bachelor’s degree in finance, business, Risk Management, or a related field preferred.
- 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.
- Proficiency in MS Office Suite, particularly MS PowerPoint and MS Excel.
- Must have Property & Casualty license Professional designations are preferred, such as CPCU, AFSB, or similar We know there are excellent candidates who might not check all of these boxes.
Preferred
- 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.
Benefits
- Valuable benefits.
- We value and respect the impact our colleagues make every day both inside and outside our organization.
- We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
- Some benefits included in this role are: Medical, dental and vision insurance 401K and company match program Company-paid life and disability
- Generous paid time off programs
- (EAP) Volunteer paid time off (VTO) Career mobility
- Employee networking groups
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
Stock purchase opportunities
- To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw Follow us on social media to meet our colleagues and see what makes us tick: https://www.instagram.com/lifeatmma/ https://www.facebook.com/LifeatMMA https://twitter.com/marsh_mma https://www.linkedin.com/company/marsh-mclennan-agency/ Who you are is who we are.
- We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.
- We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Don’t be shy. If you’re close, we’d be very interested in meeting you.
Marsh Agency and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMASE
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