JOB TITLE: Surety Account Manager
JOB TYPE: FLSA Non-Exempt
ESSENTIAL DUTIES & RESPONSIBILITIES:
Documentation
Process documents necessary to maintain the Client Surety Program, utilizing agency management system. These duties include but are not limited to
- Generate invoices
- Prepare bonds as required by clients
- Prepare related documents as required by clients
- Obtain bid results
- Assist Account Executives with various documents
- Coordinate delivery of documents to clients
- Attend in-house meetings and occasional client meetings
Teamwork
Function as team member of the Agency Workforce to ensure superior service to all MMA Clients. These activities include but are not limited to:
- Perform tasks assigned
- Treat clients, prospects, and company employees with courtesy and respect.
- Contribute to a team approach toward meeting goals and providing excellent client service.
- Demonstrate cooperation and effective communication with clients, vendors and co-workers.
- Ability to service clients effectively through problem solving, confidentiality, diplomacy, sensitivity and tactfulness
- Other duties as requested by members of Service Team
- Provides guidance / quality check for other’s work
Technical Expertise
Demonstrate the technical expertise to assist in maintaining the Client Surety Program. These duties include but are not limited to:
- Verify accuracy of bonds and invoices as necessary
- Comprehend bond requirements
- Communicate with surety companies as needed
- Communicate with clients as needed
- Demonstrated success in servicing multiple client requests under mentorship of Account Executives
REQUIREMENTS:
- Education: College Degree, preferred
- Ability to multi-task, prioritize work, and possess basic word processing and spreadsheet computer skills.
- Operational knowledge of various Windows-based application programs such as Excel and Word
- Willing to work overtime due to cyclical nature of business.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: http://marshmma.com/careers.
Skills Required
- College Degree
- Basic word processing and spreadsheet skills
- Operational knowledge of Windows-based applications
- Ability to multi-task and prioritize work
Marsh McLennan Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.
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Leave & Time Off Breadth — Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
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Healthcare Strength — Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
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Retirement Support — Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.
Marsh McLennan Insights
What We Do
Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.
