Surety Client Representative

CA001 Marsh Canada Limited; Montreal; Hybrid; CAD 50,000 - 70,000; Full time

Job summary

A leading insurance and risk advisor in Montreal is seeking a Surety Client Representative to provide administrative support to the Surety business unit. This hybrid role involves the timely issuance of client documentation and the maintenance of databases. Candidates should possess strong organizational skills, proficiency in both English and French, and experience within a corporate environment. Professional development opportunities and a supportive culture are offered.

Benefits

Professional development opportunities

Supportive leaders

Inclusive culture

Qualifications

• Proficient in Microsoft Office with emphasis on Excel and PowerPoint.
• Demonstrated ability to handle multiple priorities and deadlines.
• Results oriented with a strong client service focus.

Responsibilities

• Provide administrative assistance to the Surety business unit.
• Assist in day-to-day administration operations for issuing surety bonds.
• Support in data management and maintenance.

Skills

Proficiency in email, word processing, and spreadsheet software

Fluent in English and French

Strong verbal and written communication skills

Strong organizational skills and attention to detail

Ability to work independently and in a team

Ability to navigate a corporate environment

Tools

Microsoft Office

Excel

PowerPoint

Job description

Description :

We are seeking a talented individual to join our Construction & Surety Team at Marsh. This role is based in Montreal and offers a hybrid work arrangement, requiring a minimum of three days per week in the office.

As a Surety Client Representative, 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, proofreading, data entry, filing, typing, scanning, photocopying, and organizing supplies.

We will count on you to :

• 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

What you need to have :

• Proficiency in email, word processing and spreadsheet software, as well as a working knowledge of presentation software.
• Proficiency in both English and French.
• 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.

What makes you stand out?

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

Why join our team :

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact on colleagues, clients, and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh, a business of Marsh McLennan (NYSE : MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with applicable legislation, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need please contact Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.