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Marsh McLennan Agency · 2 weeks ago

Associate Client Manager - Surety

Spokane, WA

Full-time

Onsite

New Grad, Entry Level

$41K/yr - $77K/yr

Marsh McLennan Agency is seeking a passionate and people-oriented customer service professional for their Surety team. The Associate Client Manager will assist with the day-to-day preparation and execution of bonds, manage surety and insurance marketing, and provide exceptional customer service to clients.

Employee BenefitsHealth CareInsuranceRetirement

Growth Opportunities

Responsibilities

Work with customers and carriers to handle incoming service requests and process general agreement of indemnities

Manage new and renewal surety and insurance marketing including negotiating with carriers, preparing presentation and proposal materials, collecting customer information and ordering insurance policies from carriers

Analysis: provide customers with insurance coverage analysis and recommendations for improved or additional coverage

Update customer information: keep accurate, up-to-date records on customers in our agency management system and maintain power of attorney filings and bond supply

Up sell & cross sell: work with your colleagues to find and follow-through on up-sell and cross-sell opportunities

Customer service: ensure that you and your designated sales and service team provide effective and efficient customer service

Plus (the fine print): you’ll follow organization policies and procedures, sales and service standards and established workflows. You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team

Qualification

Customer serviceInsurance marketingData analysisTeam collaborationProfessional developmentAttention to detailAdaptability

Required

Passionate and people-oriented customer service professional

Ability to develop, implement and deliver outstanding insurance and risk management customer service

Experience in preparing and executing bonds (performance & payment, license, court, misc. bonds)

Ability to collect data and complete necessary forms

Ability to prepare correspondence

Experience in handling incoming service requests

Ability to manage new and renewal surety and insurance marketing

Experience in negotiating with carriers

Ability to prepare presentation and proposal materials

Ability to collect customer information and order insurance policies from carriers

Ability to provide customers with insurance coverage analysis and recommendations

Ability to keep accurate, up-to-date records on customers in agency management system

Ability to maintain power of attorney filings and bond supply

Ability to work with colleagues to find and follow-through on up-sell and cross-sell opportunities

Ability to provide effective and efficient customer service

Ability to follow organization policies and procedures, sales and service standards and established workflows

Ability to ensure quality control through proper file documentation and maintenance

Ability to maintain confidentiality

Strong attention to detail

Ability to meet deadlines

Ability to be accurate and complete when interacting with clients, colleagues and carriers

Eagerness to learn and pursue professional development

Ability to adapt to changes in the industry and client needs

Embrace core values: accountability, balance, excellence, integrity, respect and humanity

Preferred

Client service expert

Enjoy making people happy

Team player

Dependable

Ready for a meaningful change

Benefits

Paid paternity/maternity leave

Medical leave

401K savings

Other wellbeing programs

Company

Marsh McLennan Agency

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Marsh McLennan is an insurance company that provides business insurance, employee benefits, and private client insurance solutions. It is a sub-organization of Marsh & McLennan.

Founded in 2003