Associate Surety Account Executive

SUMMARY Primary focus of the Associate Surety Account Executive is to provide technical support to Client Executives and to clients in maintaining Commercial Surety Accounts and Policies in accordance with the objectives and procedures outlined by the Regional Surety Operations Manager. ESSENTIAL DUTIES & RESPONSIBILITIES Process paperwork for new and renewal business to include: Expiration Lists Applications Riders and Consents of Surety Indemnity Agreements Preparation and execution of commercial surety bonds Invoices Letters of Bondability Perform account and premium reconciliation. Coordinate underwriting requests with surety company and client. Assist in obtaining bond approvals and authorizations from insurance carrier. Maintain client files, including image files into electronic file keeping system and document files with action items and their completed status. Participate in Errors & Omission audits. Review client accounting history, respond to accounting inquiries, correct discrepancies, and contact client on receivable collections. Provide technical guidance to staff assisting with client needs or procedural issues. Notify brokers of pertinent information related to client retention. Support producer in developing new surety business for clients and prospects. Establish and maintain positive and effective working relations with other Associates and clients. REQUIREMENTS A minimum of 2–5 years industry experience showing increasing responsibility directly related to the performance of the above duties. A good understanding of surety bond terminology, the general functions of a surety broker, and the various lines of surety bonds. Demonstrated ability to successfully perform the duties of a surety associate if currently employed at MMA. Possess and maintain a valid Insurance Solicitors License. Willingness to pursue advanced surety designations and continuing education. Proficiency with MS Office software (i.e., Word, Excel and Outlook). Excellent verbal and written communication skills. Possess advanced analytical, planning, organizational, and prioritization skills. Provide good customer service, including telephone and listening skills. Good ability and motivation to work independently, and also within a team environment. 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, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at #J-18808-Ljbffr