Surety Client Manager - Sales Development Program

Surety Client Manager - Sales Development Program

Are you ready to propel your career into the dynamic world of surety bonds? If you're passionate about building strong client relationships, have expertise in surety bonds, and enjoy providing exceptional service, this is the opportunity for you.

In this role, you'll be instrumental in supporting our sales team while ensuring client satisfaction in the specialized world of surety bonds. Beyond just managing accounts, you'll develop meaningful professional connections with clients and carriers, deliver outstanding service, and contribute directly to our clients' success. You'll leverage your surety knowledge in a collaborative environment where your expertise is recognized and valued, with opportunities to grow your skills in this specialized insurance niche.

Take the lead on managing assigned books of business, guiding internal resources, and delegating tasks effectively to provide exceptional surety service.

Act as the primary point of contact for clients regarding surety bonds, coverages, and billing inquiries.

Process new and renewal bonds in our Agency Management System, verifying requested coverages and reviewing bonds for accuracy.

Assist in preparing applications, proposals, and related information for new and renewal business, meeting deadlines for appointments and bond expirations.

Cultivate strong, long-term relationships with clients and carriers alike, fostering trust and collaboration.

Grow your expertise in surety bonds, coverage options, and industry trends through continuous learning and development opportunities.

High school diploma or equivalent required; minimum of two years surety experience at either an agency or company, or education in commercial insurance preferred.

Valid driver's license as defined by M3's Motor Vehicle Safety policy.

Demonstrated proficiency in professional verbal and written communication, with the ability to communicate clearly and concisely with clients, carriers, and team members.

Strong organizational skills with the ability to prioritize workload, manage multiple tasks efficiently, and adapt quickly to changing priorities in a fast-paced environment.

Team player mentality, with the ability to build effective relationships with clients, carriers, and colleagues while maintaining a positive attitude.

Excellent problem-solving abilities and attention to detail, particularly when reviewing bonds, contracts, and other documents for accuracy.

Proficiency in technical skills, including Microsoft Office suite (Word, Excel, PowerPoint) and agency management systems (e.g., EPIC).

Self-motivated with the ability to work independently while also collaborating effectively with the broader team.

Commitment to continuous learning and professional development in the specialized field of surety bonds.

Your role at M3 won't be about the boundaries presented in a job description it's about the possibilities that you can envision once you walk through the doors on your first day. We're looking for people ready to take control of their career and excited to make a real impact with their position.

As an insurance broker, M3 helps you manage risk, purchase insurance, and provide benefits to your employees. We partner with clients on everything from property & casualty and employee benefits to personal lines, executive benefits, and employer-sponsored retirement plans. And, we're privately owned and independent which means we're doing what's best for our clients not what's best for Wall Street or private equity.

Autonomy Being able to work towards a common goal, but how you get there is an open book.

Immediate Impact Every M3er can make an impact, from day one in any role.

Powered by Team Be a part of a close-knit group of team members with whom you build trust and share responsibility.

People Every M3er is unique in their own way, M3 is a collection of unique achievers.

At M3 Insurance experience the best of both worlds with our dynamic flexible work environment. Enjoy the flexibility to work remotely while still fostering collaboration and innovation in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.

Joining the M3 team means gaining access to a host of exceptional benefits and perks. Our benefits package is continuously evolving to cater to the needs of our team members. From flexible time-off and paid parental leave to employee appreciation events and volunteering opportunities, we prioritize the well-being and satisfaction of our employees. Additionally, our profit-sharing program ensures that every member of our team shares in the success of our organization. These enticing benefits showcase our commitment to nurturing and retaining top talent within our organization.

M3 is building a culture focused on learning and progression, where M3ers are empowered by education, inclusive conversations, and real action that supports the future we envision.

M3 is committed to providing equal employment opportunity for all qualified individuals regardless of their age, sex, color, race, creed, national origin or ancestry, religion, marital status, military status, sexual orientation, disability / handicap, family responsibilities, non-relevant arrest or conviction records, or any other basis protected by law. In addition, we are committed to fully observing all relevant non-discrimination laws, including those regarding veterans' status, and will make reasonable accommodations for otherwise qualified individuals as appropriate.

This commitment is reflected in all M3's practices and policies regarding hiring, training, promotions, transfers, rates of pay, and layoff, as well as in all forms of compensation, granting leaves of absence and in any other conditions of employment. All matters relating to employment are based upon ability to perform the job.

In the best interests of M3 and all of its employees, every employee is to make every effort to avoid bias or prejudice in the workplace with regard to the above categories.