Associate Client Manager - Surety

PayneWest Insurance; Washington (District of Columbia); On-site; USD 40,000 - 75,000; Full time

Job summary

PayneWest Insurance is seeking an Associate Client Manager to join their Surety team, where you will support clients through exceptional service and management of bonds. This role requires a passion for client service, teamwork, and a drive for excellence, with a competitive salary and comprehensive benefits package.

Benefits

Paid paternity/maternity leave

Medical leave

401K savings plan

Performance-based incentives

Qualifications

• Passionate about delivering exceptional customer service.
• Strong business and people understanding.
• Eager to learn and adapt in a changing environment.

Responsibilities

• Manage incoming service requests and execute bond preparations.
• Negotiate with carriers for surety marketing and proposals.
• Provide coverage analysis and maintain client records.

Skills

Customer service

Team collaboration

Attention to detail

Job description

The Job

Marsh McLennan Agency’s Surety team is looking for a passionate and people-oriented customer service professional to develop, implement and deliver outstanding insurance and risk management customer service to our Surety clients. As an Associate Client Manager you will assist with the day-to day preparation and execution of bonds (performance & payment, license, court, misc. bonds), including collecting data, completing necessary forms and preparing correspondence.

We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be an MMA professional. Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

What You'll Be Doing

• Work with customers and carriersto handle incoming service requests and process general agreement of indemnities.
• Manage new and renewal surety and insurance marketingincluding negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers.
• Analysis: provide customers with insurance coverage analysis and recommendations for improved or additional coverage.
• Update customer information: keep accurate, up-to-date records on customers in our agency management system and maintain power of attorney filings and bond supply.
• Up sell & cross sell:work with your colleagues to find and follow-through on up-sell and cross-sell opportunities.
• Customer service:ensure that you and your designated sales and service team provide effective and efficient customer service.
• Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Who We're Looking For

• You’re a client service expert. You’re passionate about delivering an exceptional level of customer service and support.
• You’re ready to throw all stereotypes of “insurance” out the window and love your job.
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.
• You’re a team player. You maintain positive relationships with your colleagues—and you enjoy it.
• You’re that person everyone can depend on—to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt—because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
• You embrace our core values: accountability, balance, excellence, integrity, respect and humanity.

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.

The Perks:

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. The salary range for this position is $40,200-$74,900/year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity/maternity leave, medical leave, 401K savings and other wellbeing programs. Decisions will be determined on a case-by-case basis.

Who you are is who we are.

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, 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, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [e-mail]

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