Client Manager

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.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

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

The Requirements

• 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

Compensation and Benefits

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

Compensation

The base salary being offered for this role is $80,000 USD - $90,000 USD. The role is also eligible for a Short-Term incentive plan.

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 paid 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

Retirement Benefits:

Contributory Pension Plan and Savings Plan (401k).

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