Surety Assistant Client Service Specialist

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 the client's behalf in accordance with our SLAs and SOPs, and completing various administrative tasks. Duties include but are not limited to:

• Issuance of surety bonds as well as perform associated activities based on the specific instructions of the client and/or client manager as communicated
• Ability to understand and interpret the information presented in a bond request
• Ability to quickly and accurately enter data from a bond request into the bond issuing system
• Process renewals, cancellations/closures, and riders
• Aid 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

Qualifications

• 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

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)
• 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.

  Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

  EOE, including disability/vets

  Other People Viewed

  Unsolicited contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson.

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