Surety Client Advisor

2 months ago

Haywards Heath, United Kingdom Marsh Full time

**Surety Bonds Team - Marsh - Haywards Heath**

With offices in more than 130 countries, Marsh is the world’s leading insurance broker and risk advisor. We provide industry-focused brokerage, consulting, and claims advocacy services, leveraging data, technology, and analytics to help reduce our clients’ total cost of risk.

The Marsh Surety Practice is a market leading specialty business with more than 320 employees globally (11 in the UK with offices located in London and Haywards Heath).

We service and handle all aspects of the Surety broking process for a wide range of large clients including but not limited to Construction, Energy, Defence, Transportation, Technology and Retail within the UK.

Surety is highly specialised area of the insurance market providing protection against default by a corporate of its financial and/or performance related obligations.

**The role: Surety Client Advisor**

We have a fantastic opportunity for a Client Advisor to join our Surety team on a permanent basis in our Haywards Heath office.

This role would particularly suit someone with an aptitude of working with legal documents, or perhaps someone with a working background / education within law, business, or accountancy studies.

**What can you expect**:
**What you will be rewarded with**:

- We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 3 days per week allowing 2 days per week to be spent working on a remote basis.
- Competitive Benefits Package including: 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
- Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.

**We will rely on you to**:

- Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
- Draft bond wordings and arrange for bonds to be executed by Surety and delivered to the client.
- Data entry into bespoke Surety database and Marsh accounting system to produce client invoices
- Maintain, retrieve and update information held in both Surety database and Marsh accounting system.
- Scan documents into Marsh document management system
- Sort accounting queries by liaising with team members, insurers and Marsh accounts department
- Review outstanding client payments and where appropriate chase for payment.
- Process new and additional premium invoices.
- Obtain and review cancellation documentation from clients and process with relevant Surety
- Production of monthly client reports in Excel.
- Collate information and assist the relevant Client Executive in preparing underwriting submissions, client reports and presentations;
- Ensure Bond facility records are kept up to date on the Surety database;
- Organise client and underwriting meetings as requested;
- Assist with general correspondence and administrative support including filing and file management
- Undertake specified tasks as directed by management adhering to agreed timescales.

**What you need to have**:

- Strong communication skills including typing, writing, grammar, punctuation, and oral communication, speaking clearly and correctly on the telephone
- Strong administrative and organisational skills
- Outstanding written and verbal communication with an ability to build and sustain relationships with clients at a senior level
- Ability to prioritise workload and manage multiple tasks simultaneously

**What makes you stand out**:

- Previous experience working within a similar role/knowledge of Surety Bonds

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 based teams will identify at least one “anchor day” per week on which their full team will be together in person. 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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