Bonding & Client Fulfillment Specialist (Hybrid)

Marsh Risk; Charlotte (NC); Hybrid; USD 73,000 - 154,000; Full time

Benefits offered by this job

Health and welfare benefits

Tuition assistance

401K savings

Other retirement programs

Employee assistance programs

Job summary

Marsh in Charlotte, NC is hiring for a hybrid Fulfillment role within our risk business. You will coordinate bond issuance, information exchange between clients and underwriters, and ensure timely approvals and delivery of bonds.

You will manage the administrative service delivery lifecycle including invoicing, records management, and client communications to maintain high service levels.

Qualifications

• Bachelor’s degree or equivalent work experience.
• Strong surety experience in a risk management or brokerage capacity.
• P&C license required, or ability to obtain.
• Working knowledge of insurance coverages (a plus).

Responsibilities

• Manage clients’ daily bonding needs, including receipt and review of bond requests, facilitating required information exchange between clients and underwriters, and ensuring timely approvals, issuance, and delivery of requested bonds.
• Maintain ongoing communication with clients and their underwriters to ensure a high level of customer service.
• Manage challenging issues and surety-related matters for clients, leveraging Client Advisory resources when necessary.
• Manage administrative service delivery functions including bond issuance, modifications, renewals and cancellations, invoicing, collections, electronic files and database management, and other related activities.

Education

Bachelor’s degree or equivalent work experience

Strong surety experience

Analytical, project management & problem-solving skills

CPCU, ARM or other insurance designations a plus

Tools

P&C license (or ability to obtain)

Job description

Marsh in Charlotte, NC is hiring for a hybrid Fulfillment role within our risk business. You will coordinate bond issuance, information exchange between clients and underwriters, and ensure timely approvals and delivery of bonds.

You will manage the administrative service delivery lifecycle including invoicing, records management, and client communications to maintain high service levels.