Assistant Client Service Specialist

Willis Towers Watson; Hartford (CT); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time off

401(k) retirement plan

Job summary

Willis Towers Watson in Hartford, CT seeks an Assistant Client Services Specialist for Surety to support day-to-day servicing of clients, build relationships and execute deliverables per SLA/SOPs. Duties include bond issuance, data entry, renewals and billing.

You will interact with clients and managers, participate in meetings, and maintain confidentiality while contributing to a high-quality client experience in a global risk management firm.

Qualifications

• Attention to detail is essential.
• Excellent verbal and written communication.
• Ability to work independently and in a team.
• Strong customer service, presentation and organizational skills.
• Proficiency with 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 a plus.
• Experience working with Epic and Sure Path a plus.

Responsibilities

• Issuance of surety bonds and related activities based on client instructions.
• Ability to understand and interpret bond request information.
• Accurately enter data from bond requests into the issuing system.
• Process renewals, cancellations/closures, and riders.
• Assist with resolution of client/carrier accounting issues.
• Prepare and submit billing.
• Report bonds to carriers and filing activities.
• Prepare written correspondence, reports and analyses for management.
• Communicate effectively with clients, Client Managers and team members.
• Participate in internal and external meetings.
• Maintain client confidentiality.

Skills

Attention to detail

Communication skills

Team environment

Customer service

Microsoft Office

Insurance industry experience

Surety knowledge

Epic/Sure Path experience

Tools

Microsoft Excel

Microsoft Word

Outlook

Job description

Description

Assistant Client Services Specialists – Surety are integral members of our Account Management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. If you’re looking to work with a great team of exceptional Property & Casualty professionals while building your knowledge, skills and technical and professional experience with a stable, respected and dominant player in the world of global risk management and consulting, apply for this role today!

You will be required to work Monday-Friday from 9:00 AM-6:00 PM.

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

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 our client’s behalf in accordance with our SLA’s 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

• Assist 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

The Requirements

• 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 a plus.

• Experience working with Epic and Sure Path a plus.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

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)
• Retirement 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