Client representative - Surety

1 Month ago • 1-2 Years

Job Summary

Job Description

This Client representative role involves supporting the administration of surety bonds. Responsibilities include issuing surety bonds, ensuring accuracy in documentation, and interacting with clients. The role requires collaboration with client executives, data management, research support, and maintaining records for reporting and auditing purposes. The candidate should have strong communication and organizational skills, along with the ability to work independently and within a team. The role is based in Toronto and is a hybrid position, requiring at least three days a week in the office.
Must have:
  • Proficiency in email, word processing, and spreadsheet software
  • 1-2 years of surety experience
  • Strong verbal and written communication skills
  • Organizational skills and attention to detail
  • Ability to work independently and in a team-based environment
  • Client service focus in a fast-paced environment
Good to have:
  • Strong organizational skills for prioritizing work and meeting deadlines
  • Effective team player with communication skills

Job Details

Company:

Marsh

Description:

We are seeking a talented individual to join our Surety Bonds Administration team at Marsh. This role will be based in Toronto. This is a hybrid role that has a requirement of working at least three days a week in the office. In this position, you will play a crucial role in supporting the administration of surety bonds, ensuring accuracy and efficiency in documentation and client interactions.

We will count on you to:

  • Assist in day-to-day administration operations associated with issuing surety bonds, ensuring accuracy and timely issuance of client documentation including bonds, prequalification letters, renewal certificates, invoices, and endorsements.
  • Work in partnership with client executives to ensure approval of bonds, including the collection of information and presentation to sureties and clients.
  • Support in data management and maintenance, preparing bond costing for tenders and final bonds, including primary and prorated return/additional premium costing.
  • Provide support in conducting primary and secondary research with client executives on behalf of clients, such as pulling bond liabilities reports and collecting financial information.
  • Maintain proper records for reporting and audit purposes, ensuring all documents are current and correct, and managing an electronic file system for scanned bonds and email documentation.

What you need to have:

  • Proficiency in email, word processing, and spreadsheet software, with a strong emphasis on Microsoft Office (Excel, PowerPoint, Word, Internet Explorer, Outlook).
  • 1-2 years of surety experience
  • Strong verbal and written communication skills, with proven organizational skills and attention to detail.
  • Ability to work independently and within a team-based environment, demonstrating a willingness to learn new concepts and skills.
  • Results-oriented with a strong client service focus, capable of handling multiple priorities and deadlines in a fast-paced, dynamic environment.

What makes you stand out:

  • Strong organizational skills in prioritizing work, multitasking, and consistently meeting deadlines.
  • Effective team player with the ability to navigate a corporate environment and communicate clearly, courteously, and professionally with clients and prospective clients.

Why join our team:

  • We help you be your best through professional development opportunities, interesting work, and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your wellbeing.

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. In accordance with the Accessibility for Ontarians with Disabilities Act, 2005, Marsh McLennan will provide a reasonable accommodation to employees and prospective employees to the point of undue hardship upon request and as required in respect of the individual’s particular restrictions and limitations. If you require a specific accommodation because of a disability or medical need, please contact reasonableaccommodations@mmc.com.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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