Fulfillment Specialist

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

We are seeking a talented individual to join our Fulfillment team, part of our risk business at Marsh. This is a hybrid role that has a requirement of working at least three days a week in the office. The Fulfillment team supports clients’ day-to-day surety and bonding needs by coordinating information exchange between clients and underwriters, securing timely approvals and issuance, and ensuring accurate delivery of requested bonds. In this role, you will help manage the administrative service delivery lifecycle (issuance, modifications, renewals/cancellations, invoicing, and records management) while maintaining a high level of client service.

We will count on you to:

• 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.

What you need to have:

• 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).

What makes you stand out:

• Experience handling complex surety/bonding requests and escalations with minimal oversight.
• Demonstrated ability to coordinate effectively with underwriters and internal stakeholders to drive timely outcomes.
• Strong customer service mindset with proven ability to manage high-volume, detail-oriented work.

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 impact for 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.

What makes you stand out:

• CPCU, ARM or other insurance designations a plus.
• Excellent analytical, project management and problem-solving skills.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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, 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].

Marsh 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 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.

The applicable base salary range for this role is $72,500 to $154,300.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Competitive total rewards package includes:

• health and welfare benefits
• tuition assistance
• 401K savings
• other retirement programs
• employee assistance programs