Senior Surety Client Manager – Bond Lead

WTW group; North Carolina; Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Paid holidays

401(k) plan

Job summary

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives with surety needs in a small team. You will manage day-to-day client needs, coordinate bond requests and billing issues, and work with underwriters to review and issue bonds.

The role requires 5–7 years in a surety environment, a P&C license, strong communication, and the ability to handle multiple priorities in a fast-paced setting. EPIC experience is a plus, and the team offers a hybrid work arrangement.

Qualifications

• P&C licensed.
• 5–7 years of relevant experience in a Surety environment.
• Insurance related designations desirable.
• Verbal and written communication skills required.
• Excellent interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to learn and utilize EPIC.

Responsibilities

• Manage day-to-day client needs, including bond requests, billing issues, and bond reports.
• Request periodic informational updates, analyze them, and share data with underwriters.
• Respond to client questions related to account bond program, project limits, and opportunities.
• Communicate with underwriters on account status or bond approvals.
• Issue original bonds as needed.
• Develop carrier submissions with the surety team and present proposals to prospects.
• Gather information from prospective clients, perform high-level bond reviews, and assist with billing and collections.

Skills

P&C licensed

Communication skills

Interpersonal skills

Time management

Customer service

EPIC

Tools

EPIC

Job description

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives with surety needs in a small team. You will manage day-to-day client needs, coordinate bond requests and billing issues, and work with underwriters to review and issue bonds.

The role requires 5–7 years in a surety environment, a P&C license, strong communication, and the ability to handle multiple priorities in a fast-paced setting. EPIC experience is a plus, and the team offers a hybrid work arrangement.