What are the responsibilities and job description for the Surety Client Specialist position at M3 Insurance?
The Opportunity
Are you an organized, detail-driven professional looking to grow your career in a fast-paced insurance environment? As a Surety Client Specialist at M3 Insurance, you'll play a key role in supporting our Surety sales and service team by keeping day-to-day operations running smoothly and delivering exceptional client service. This position offers a great blend of client support, administrative coordination, and surety bond processing — making it an ideal fit for someone who thrives on accuracy, collaboration, and getting things done.
How You Will Make an Impact
- Provide responsive, accurate client service for surety accounts, including answering questions on bonds, coverages, and billing.
- Process new and renewal bonds in the Agency Management System, verifying data and reviewing for accuracy.
- Support Client Managers and Client Executives with project assistance, correspondence, and carrier inquiries.
- Send invoices for agency billed bonds and assist in reviewing aged accounts receivable.
- Review and monitor daily follow-up activities to keep client files current and accurate.
- Participate in team meetings and contribute to the development of procedures that improve workflow and efficiency.
- Maintain organized, accurate client files in Epic and uphold M3's customer service standards.
What You Will Need to Succeed
- High school diploma or equivalent required.
- Minimum of one year of administrative/clerical experience and/or training.
- Demonstrated proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
- Property & Casualty Insurance License (or ability to obtain).
- Strong verbal and written communication skills.
- Excellent organizational abilities with a capacity to manage multiple priorities and interruptions.
- Customer-oriented mindset with a high standard for quality and attention to detail.
- Ability to work collaboratively with internal teams, clients, and carriers.
Join Us
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.
Who We Are
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.
What Draws People to M3
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 every so often while still fostering collaboration and innovation in-person in our office spaces. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
Benefits as an M3er
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.
Diversity, Equity & Inclusion
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.
Equal Employment Opportunity
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.