Willis Towers Watson

Sr. Surety Client Service Specialist

Posted on May 2 Hartford, CT 34 views

The Senior 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 – 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
  • 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

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