Willis Towers Watson

Surety Client Service Specialist

Willis Towers Watson$90K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • P&C licensed
  • Minimum 3 years of relevant experience in a Surety environment
  • Desirable insurance-related professional designations
  • Strong verbal and written communication skills
  • Excellent interpersonal abilities
  • Effective time management and customer service skills
  • Capacity to prioritize multiple tasks in a fast-paced setting

Responsibilities

  • Manage client needs including bond requests and billing issues
  • Request and analyze periodic updates, communicating findings to underwriters
  • Address client inquiries regarding bond programs and project opportunities
  • Engage with underwriters on bond approval statuses
  • Issue original bonds as required
  • Collaborate with the surety team on carrier submissions and proposals
  • Gather information from prospective clients for bond reviews

Benefits

  • Medical, Dental, and Vision insurance
  • Flexible Spending Accounts and Health Savings Account
  • Paid Holidays and Vacations
  • Short-Term and Long-Term Disability
  • 401(k) plan with company contributions
  • Hybrid work environment with flexible arrangements
Full Job Description
Job Description

The 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

Essential Duties and Responsibilities:
  • 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

Knowledge, Skills and Experience:
  • P&C licensed
  • Minimum - 3 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.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $90,000.00-$110, 000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

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.
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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