Client Specialist Surety
Marsh McLennan, Fargo, ND, United States
Client Specialist Surety
Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. 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 make your mark as a Client Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC). A day in the life. As our Client Specialist on the Surety team, you'll support surety clients by assisting with their bonding needs through accurate processing of new and renewal surety bonds and related documentation. Additionally, you'll assist in identifying client needs, supports the invoicing and billing process, and escalates issues appropriately to ensure timely and effective resolutions. Finally, you will contribute to agency goals by supporting retention, renewals and sales initiatives and fostering a positive team environment. Servicing Clients: Deliver professional customer service for new and renewal business Proactively assess the client's program and identify gaps for additional or alternate coverage based on client needs Prepare bid bonds, final bonds and miscellaneous bonds and required correspondence. Accurately prepare and process new and renewal surety bonds, endorsements and related documents. Deliver bonds and related documents to clients promptly. Respond promptly and professionally to client inquiries regarding bond status, documentation and billing. Assist in gathering necessary client information for bond submissions and renewals. Monitor bond expiration dates and assist in the renewal follow-up processes to include the notification to clients of upcoming renewals and documentation deadlines. Enter and update client and bond information accurately in the agency management system. Support invoicing processes by preparing invoices and verifying billing data. Carrier Relationships: Participate in training sessions and review industry bulletins to stay current on surety products, rates and regulatory changes. Work with experienced team members to understand carrier preferences and underwriting guidelines. Our future colleague. We'd love to meet you if your professional track record includes these skills: Experience in the insurance industry Bachelors in business, finance, risk management, communication, or equivalent degree Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management Computer proficiency with system of records, web-based tools, and Microsoft programs Ability to prioritize and organize time efficiently to ensure the meeting or exceeding deadlines These additional qualifications are a plus, but not required to apply: Property & Casualty License required within 3 months of hire We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities 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. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Award-winning, inclusive, top workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. 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 make your mark as a Client Specialist at MMA. Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 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 McLennan (NYSE: MMC). A day in the life. As our Client Specialist on the Surety team, you'll support surety clients by assisting with their bonding needs through accurate processing of new and renewal surety bonds and related documentation. Additionally, you'll assist in identifying client needs, supports the invoicing and billing process, and escalates issues appropriately to ensure timely and effective resolutions. Finally, you will contribute to agency goals by supporting retention, renewals and sales initiatives and fostering a positive team environment. Servicing Clients: Deliver professional customer service for new and renewal business Proactively assess the client's program and identify gaps for additional or alternate coverage based on client needs Prepare bid bonds, final bonds and miscellaneous bonds and required correspondence. Accurately prepare and process new and renewal surety bonds, endorsements and related documents. Deliver bonds and related documents to clients promptly. Respond promptly and professionally to client inquiries regarding bond status, documentation and billing. Assist in gathering necessary client information for bond submissions and renewals. Monitor bond expiration dates and assist in the renewal follow-up processes to include the notification to clients of upcoming renewals and documentation deadlines. Enter and update client and bond information accurately in the agency management system. Support invoicing processes by preparing invoices and verifying billing data. Carrier Relationships: Participate in training sessions and review industry bulletins to stay current on surety products, rates and regulatory changes. Work with experienced team members to understand carrier preferences and underwriting guidelines. Our future colleague. We'd love to meet you if your professional track record includes these skills: Experience in the insurance industry Bachelors in business, finance, risk management, communication, or equivalent degree Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management Computer proficiency with system of records, web-based tools, and Microsoft programs Ability to prioritize and organize time efficiently to ensure the meeting or exceeding deadlines These additional qualifications are a plus, but not required to apply: Property & Casualty License required within 3 months of hire We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid work Charitable contribution match programs Stock purchase opportunities 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. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.