Willis Towers Watson

Sr. Surety Client Service Specialist

Willis Towers Watson$80K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • P&C licensed
  • 5-7 years of relevant experience in a Surety environment
  • Desirable insurance-related and professional designations
  • Effective verbal and written communication skills
  • Strong interpersonal skills
  • Strong time management and teamwork abilities
  • Capacity to handle multiple priorities and sound judgment

Responsibilities

  • Manage day-to-day client needs including bond requests and billing
  • Request and analyze informational updates, communicate findings to underwriters
  • Respond to client inquiries about bond programs and project opportunities
  • Communicate bond approval statuses with underwriters
  • Issue original bonds as required
  • Develop carrier submissions with the surety team and present proposals to prospects
  • Gather prospect client information and assist in resolving billing issues

Benefits

  • Comprehensive health insurance including medical, dental, and vision
  • Flexible spending accounts for healthcare and dependent care
  • Paid holidays and annual paid time off
  • Short-term and long-term disability benefits
  • Contributory pension plan and savings plan options
Full Job Description
Job Description

The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client's accounts with surety needs within in a small team environment.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role
  • Manage day-to-day needs for clients, including bond requests, billing issues, bond reports
  • Responsible for requesting periodic informational updates, analyzing them and then communicating data to underwriters
  • Responds to clients' needs and questions relating to account bond program, project limits and specific project opportunities
  • Communicates with underwriters on status of account or individual bond approvals
  • Issues original bonds as needed
  • Works with the surety team to develop appropriate carrier submissions and may present final proposals to prospects
  • Gather information from prospective clients, completing high level bond reviews and assisting in the resolve of carrier and client accounting, billing and collections issues
  • Demonstrate ability to effectively communicate with internal and external clients/peers/sureties
  • Support other surety staff as needed or assigned
  • Attend client meetings as required


Qualifications

The Requirements
  • P&C licensed
  • Minimum - 5-7 years of relevant working experience in a Surety environment
  • Insurance related and other professional designations highly desirable
  • Possesses effective verbal and written communication skills
  • Possesses excellent interpersonal skills
  • Qualified candidates will be those who demonstrate effective verbal and written communication skills, strong time management, teamwork and prioritization skills, and highly effective customer service capabilities
  • Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment
  • Strong decision-making capabilities
  • Must be results oriented
  • Ability to provide superior customer service to the client and the sureties
  • Strong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlines
  • Ability to learn and utilize EPIC
  • Willingness to participate in surety industry events
  • Independently carry out specific assignments and tasks

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
  • Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
  • Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
  • Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.

EOE, including disability/vets

About Willis Towers Watson

Willis Towers Watson is a global insurance and risk management company that provides a range of services to clients in more than 140 countries. The company was formed in 2016 through the merger of Willis Group Holdings and Towers Watson & Co. Willis Towers Watson offers a range of insurance products, including property and casualty insurance, life insurance, and health insurance. The company also provides risk management and consulting services, including actuarial services, investment consulting, and human capital consulting. Willis Towers Watson is known for its expertise in risk management and its ability to help clients navigate complex insurance and regulatory environments.
Learn more about Willis Towers Watson
Size
46,000 employees
Market Cap
$26.2 billion
Industry
Net Income
$996 million
Founded
1828
5 Year Trend
+2.7%
Revenue
$9.3 billion
NASDAQ

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