Willis Towers Watson

Senior Client Manager - Surety

Posted on May 6 Birmingham, AL 185 views

The Surety Senior Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety accounts. These activities include interacting with clients to obtain required financial documentation, updating underwriter files, tracking financial and other information required to keep accounts up to date, and communicating with underwriters. These responsibilities are carried out in conjunction with the producer and support staff, with attention to Willis Towers Watson service standards related to quality and timeliness.

Employment-based non-immigrant visa sponsorship and/or assistance is not of specific job opportunity.

The Role

In this role, you will represent the surety team by demonstrating expertise, decision making skills and comprehensive business knowledge.

  • Manage day-to-day needs for clients, including bond requests, billing issues, bond close-outs.

  • Issue original bond documents as needed.

  • Responsible for requesting periodic client financial updates for surety team analysis, and subsequently transmitting to underwriters.

  • Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities.

  • As needed, prepare and submit basic marketing submissions.

  • As needed, prepare for review and/or submit advanced marketing submissions.

  • Communicates with underwriters on status of account or individual bond approvals

  • Miscellaneous surety requirements such as: process, bond requests within time frames required by the client.

  • Process over/under run billings.

  • Bond Renewal –Review bond renewal listing. Obtain information as to whether bond is to be renewed and/or any changes, and submit information to underwriters to update bond information - when returned, process and complete renewal process.

  • Demonstrated ability to effectively communicate with internal and external clients/peers.

  • Support other surety offices as needed or assigned.

  • Perform other duties as assigned.

The Requirements

  • 5 Plus years of experience in a Surety Broker Role or Practice.

  • Underwriting, Construction, Accounting, Document Preparation Roles experience

  • Required to maintain Public Notary certification.

  • College education preferred

  • Knowledge of accounting basics or financial analysis experience.

  • Ability to perform initial review of a financial statement for missing information and general financial performance.

  • Ability to follow-through with details of open and closing accounts, demonstrations of initiative preferred.

  • Knowledge of the surety industry and the general operation of business.

  • Ability to accurately track the information needed/requested from surety clients in order to provide surety with updated accurate underwriting information.

  • Ability to prepare and submit a marketing submission without oversight as needed.

  • Willingness to participate in surety industry educational events.

  • Willingness to mentor and cross-train with Regional Team.

  • Appropriate licenses as dictated by state law required within 60 days of employment.

  • Competent computer skills including Microsoft Excel, Word and PowerPoint

  • Competent computer skills or ability to learn: Epic, Surepath, and Excel

  • Ability to travel 25%.

  • Willingness to expand job skill set and to seek advice from teammates.

  • Must be a multi-dimensional team player

EOE, including disability/vets

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