Client Executive

7 months ago

Haywards Heath, United Kingdom Marsh Full time

We are looking for a Client Executive to join our Surety team in our Haywards Heath office. This is a fantastic opportunity to begin or progress your career in a specialised area of the insurance sector.

Ideally you will already have some experience of working with corporate entities at a C suite level and have some experience in the financial or legal sectors and be able to read, understand and interpret financial statements.

**What is Surety?**

Surety is highly specialised area of the insurance market providing protection against default by a corporate of its financial and/or performance related obligations. Surety bond facilities are generally managed at a senior level within a corporates’ Treasury / Finance team (i.e. Group Treasurer or CFO) and can form an integral part of their working capital and financing facilities.

**The Marsh Surety Team**
- Marsh Surety 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.
- We are seeking an individual in the early stages of their financial services career or graduates with a keen interest in finance.

**What you will be rewarded with?**
- Competitive Benefits Package including: 27 days annual leave, 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**:

- Be the centre of our day to day business planning including the management of complex WIP lists
- Management and organisation of policy processing but not the processing itself
- General servicing of the account and managing workflows to ensure tracking of projects and deadlines are being achieved.
- Ensuring client needs are identified and met in line with agreed service standards.
- Pre-underwrite surety risks and broke the risk to suitable surety providers.
- Review, understand and be able to suggest appropriate amendments to legal documents such as bond wordings, indemnity agreements, contracts and other agreements.
- Building relationships with both internal and external stakeholders and liaise effectively with clients and underwriters.
- Gather relevant and sufficient information both financial and other, to assess financial strength of existing and potential clients and be able to present the information to surety underwriters
- Assist in all aspects of Bond Facility Management, including new bond requests, renewals and day to day client requests and enquires;
- Collate information and assist the relevant Client Executive in preparing underwriting submissions, client reports and presentations;
- Liaise with the bond administration team for bond wording advice, new bond requests, premium billing, and collection;
- Ensure Bond facility records are kept up to date on bespoke surety database;
- Organise client and underwriting meetings as requested;
- Assist in understanding the Client’s business, business issues, and identifying a client’s Surety capacity requirements, both day to day and project specific;
- Contribute towards new business initiatives including proactive targeting of prospects across multiple industries;
- Liaise with the various divisions within Marsh and the wider Marsh McLennan to develop new Surety opportunities;
- Undertake specified tasks as directed by management adhering to agreed timescales.

**What you need to have**:

- Graduate with minimum 2:1 in ideally a finance or legal or business related degree course
- Excellent Communication skills, both written and verbal
- Intermediate knowledge and ability in respect of analytical thinking, judgment and decision making
- Presentable individual who is able to build effective relationships at all levels, both internally & externally
- Good analytical skills
- IT literate, demonstrating intermediate knowledge and ability in respect of Microsoft Office systems. (Advanced knowledge of Excel formula would be useful).
- Self-motivated, eager to learn and to keep up to date with industry trends and market conditions
- Strong interpersonal skills with ability to work as part of a team and within a collaborative environment;
- Excellent organisational skills with ability to manage multiple tasks simultaneously
- Professional, confidential and discreet
- Excellent

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