Surety Account Manager

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.