Sr. Surety Client Service Specialist
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
- 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
- Able 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:
- 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)
- Retail 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.
Other Information
WTW provides a competitive benefit package which includes:
- 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)
- Retail 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.
EOE, including disability/vets
We are an equal opportunity employer. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.