Desirable insurance-related professional designations
Effective verbal and written communication skills
Strong interpersonal skills
Proven customer service capabilities
Ability to manage multiple priorities in a fast-paced environment
Familiarity with EPIC software is a plus
Responsibilities
Manage day-to-day client needs including bond requests and billing issues
Request and analyze periodic updates for underwriters
Respond to inquiries related to bond programs and project opportunities
Communicate bond approval statuses to underwriters
Issue original bonds as required
Develop carrier submissions and present proposals to prospects
Assist with accounting, billing, and collections issues
Benefits
Comprehensive health benefits including medical, dental, and vision coverage
Flexible spending accounts for health care and dependent care
Paid holidays and annual paid time off
Short and long-term disability leave
401(k) plan with annual company contributions
Hybrid work model supporting remote and in-office flexibility
Support for participation in industry events
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.
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
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
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 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 (only included for Washington roles)
Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans' eligibility requirements.
At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
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.
