Surety Client Manager

Marsh McLennan; United States; On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

401K with company match

Stock purchase opportunities

Career development opportunities

Tuition reimbursement

Job summary

Marsh Agency (MMA) is seeking a Surety Client Manager to develop and maintain client relationships, manage key accounts, and provide tailored surety bond solutions. The role involves collaborating with underwriters, preparing proposals, and mentoring junior staff.

Ideal candidates have a strong surety background, excellent communication skills, and proficiency with CRM tools. This position requires commuting to the Ridgeland, MS office several days a week.

Qualifications

• Bachelor's degree in finance, business, risk management, or related field preferred.
• Minimum of 3 years of experience in surety, insurance, or related field.
• Strong understanding of surety bonds and underwriting processes.
• Proficiency in Microsoft Office and CRM software; licenses/designations preferred.

Responsibilities

• Develop and maintain relationships with clients, brokers and other stakeholders in the surety industry.
• Manage a portfolio of key accounts; ensure high client satisfaction and retention.
• Assess client needs and provide tailored surety bond solutions.
• Prepare and present proposals including pricing and terms to clients.
• Collaborate with underwriters to evaluate risk and secure bond approvals.
• Lead and mentor junior account managers and support staff.

Skills

Client relationship management

Negotiation skills

Communication skills

Analytical/problem solving

CRM software proficiency

Education

Bachelor's degree in finance, business, risk management, or related field

Tools

Salesforce

Sagitta

ImageRight

Applied/Epic

Job description

Company:

Description:

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of 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 thrive as an Surety Client Manager at Marsh Agency (MMA).

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 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 (NYSE: MRSH).

Applicants must be within driving distance to our Ridgeland, MS office to be considered for this role and have the ability to commute to the office a minimum of three days per week.

A day in the life.

As an Surety Client Manager , you will:

• Develop and maintain relationships with clients, brokers, and other stakeholders in the surety industry.
• Manage a portfolio of key accounts, ensuring high levels of client satisfaction and retention.
• Assess client needs and provide tailored surety bond solutions, including contract bonds, commercial bonds, and other related products.
• Prepare and present proposals, including pricing and terms, to clients.
• Collaborate with underwriters to evaluate risk, negotiate terms, and secure bond approvals.
• Monitor and manage existing accounts, ensuring timely renewals and addressing any issues that arise.
• Conduct regular reviews of client accounts to identify opportunities for growth and improvement.
• Lead and mentor junior account managers and support staff, fostering a collaborative and high-performance team environment.
• Stay informed about industry trends, regulations, and competitive landscape to provide informed advice to clients.
• Assist in the development of marketing strategies to promote surety services.
• Provide training and support to junior staff as needed.
• Prepare and present reports and presentations to clients and internal stakeholders.
• Maintain proper communication and build effective relationships with clients and companies.
• Assist in gathering and organizing client information for bond requests and aid in the preparation of documentation for the underwriting process.
• Collaborate with cross-functional teams to ensure timely and accurate processing of bond requests.
• Provide administrative support, including maintaining client records and managing correspondence.
• Assist in monitoring bond portfolios and preparing status reports.
• Participate in training programs to enhance knowledge and skills in surety bond management

Our future colleague.

We'd love to meet you if your professional track record includes these skills:

• Bachelor's degree in finance, business, Risk Management, or a related field preferred.
• Minimum of 3 years of experience in surety, insurance, or a related field.
• Strong understanding of surety bonds and underwriting processes.
• Proven track record of managing large accounts and driving revenue growth.
• Exceptional communication, negotiation, and interpersonal skills.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite and experience with CRM software.
• Experience in the construction and commercial surety sectors.
• Strong knowledge of customer relationships, agency, and learning management systems (CRM, AMS, LMS), such as
• Sagitta, ImageRight, Applied/Epic, Salesforce preferred.
• Proficiency in MS Office Suite, particularly MS PowerPoint and MS Excel.
• Must have Property & Casualty license
• Professional designations are preferred, such as CPCU, AFSB, or similar

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 our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.

Some benefits included in this role are:

• Medical, dental and vision insurance
• 401K and company match program
• Company-paid life and disability
• Generous paid time off programs
• Employee assistance program (EAP)
• Volunteer paid time off (VTO)
• Career mobility
• Employee networking groups
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities

To learn more about a career at MMA, check us out online: http://marshmma.com/careers or flip through our recruiting brochure: https://bit.ly/3Qpcjmw

Follow us on social media to meet our colleagues and see what makes us tick:

https://www.instagra