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Bonds/SuretyInsurance Account Manager


Summary

The primary focus of the Client Administrator Surety is to provide technical support to Client Executives and to clients in maintaining Business Insurance insurance policies in accordance with the objectives and procedures outlined by the Director, Client Services.

Essential Duties & Responsibilities

Process paperwork for new and renewal business to include:
Expiration Lists
Applications
Binders
Riders and Consents of Surety
Indemnity Agreements
Preparation of surety bonds (bid, performance, payment, and various Business Insurance bonds)
Invoices
Letters of Bondability
Perform account and premium reconciliation.
Coordinates underwriting requests with insurance company and client
Assists in obtaining bond approvals and authorizations from insurance carrier
Maintain client files.
Image files into electronic file keeping system.
Document files with action items and their completed status.
Participate in Errors & Omission audits
Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections;
Provides technical guidance to staff assisting with client needs or procedural issues;
Notifies brokers of pertinent information related to client retention;
Supports producer in developing new surety business for clients and prospects
Establish and maintain positive and effective working relations with other Associates and clients.

Education and/or Experience

A bachelors degree is preferred, or a minimum of 2 5 years industry experience.
A good understanding of insurance terminology, the general functions of an insurance broker, and the various lines of Business Insurance insurance.
Demonstrated ability to successfully perform the duties of an Insurance Associate if currently employed at MMA.
Possess and maintain a valid unrestricted California Fire & Casualty Solicitors License.
Willingness to pursue advanced insurance designations and continuing education.
Willingness to obtain Notary Public Designation
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, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: (link removed)