Marsh McLennan Agency · 16 hours ago
Surety Account Manager
Marsh McLennan Agency is a company that values diverse backgrounds and perspectives. They are seeking a Surety Account Manager to maintain the Client Surety Program, assist Account Executives, and ensure superior service to clients through effective teamwork and technical expertise.
Responsibilities
Process documents necessary to maintain the Client Surety Program, utilizing agency management system
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
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
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
Qualification
Required
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
Benefits
Health and welfare
Tuition assistance
401K
Employee assistance program
Career mobility
Employee network groups
Volunteer opportunities
Other programs
Company
Marsh McLennan Agency
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.
Funding
Current Stage
Late StageRecent News
2025-12-09
2025-12-01
Company data provided by crunchbase