Assistant Client Service Specialist

Assistant Client Services Specialists – Surety are integral members of our Account Management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects.

About the role

In this role you will be responsible for the day-to-day servicing of Surety clients. This will involve building relationships and working closely with client-decision makers, executing deliverables on our client’s behalf in accordance with our SLAs and SOPs, and completing various administrative tasks.

Responsibilities

• Issuance of surety bonds as well as perform associated activities based on the specific instructions of the client and/or Client Manager as communicated
• Understand and interpret the information presented in a bond request
• Quickly and accurately enter data from a bond request into the bond issuing system
• Process renewals, cancellations/closures, and riders
• Assist with resolution of client/carrier accounting issues
• Prepare and submit billing
• Report bonds to carriers and associated filing activities
• Prepare written correspondence, reports, and analysis as needed for management
• Communicate effectively with clients, Client Managers, and other team members
• Participate in internal and external meetings
• Maintain client confidentiality

Requirements

• Strong attention to detail
• Excellent verbal and written communication skills
• Ability to work independently and in a team setting
• Strong customer service, presentation, and organizational skills
• Working knowledge of Microsoft Office including Excel, Word, and Outlook
• 0-2+ years insurance industry experience related to servicing accounts is a plus
• Experience working with Surety, including in an insurance brokerage environment, is a plus
• Experience working with Epic and Sure Path is a plus

Schedule

Monday-Friday from 9:00 AM-6:00 PM

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.