Senior Surety Client Manager: Bond & Underwriter Liaison

WTW; United States; Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work model

Health and welfare benefits

Paid time off & holidays

401(k) retirement plan

Job summary

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client accounts with surety needs.

The role requires managing client bond requests, liaising with underwriters, and presenting final proposals. A P&C license and 5–7 years of surety experience are required, with strong communication and customer service skills in a hybrid work environment.

Qualifications

• P&C licensed is required.
• 5–7 years of relevant surety experience.
• Insurance designations are highly desirable.
• Strong verbal and written communication skills.
• Excellent interpersonal and customer service abilities.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Manage day-to-day needs for clients, including bond requests, billing issues, and bond reports.
• Request periodic informational updates, analyze them, and communicate data to underwriters.
• Respond to clients’ questions regarding account bond programs, project limits, and opportunities.
• Communicate with underwriters on status of accounts or bond approvals.
• Issue original bonds as needed.
• Collaborate with the surety team on carrier submissions and present proposals.
• Gather information from prospective clients, perform high-level bond reviews, and assist with billing and collections issues.
• Demonstrate effective communication with clients, peers, and sureties.
• Support other surety staff and attend client meetings as required.

Skills

P&C license

Verbal communication

Written communication

Interpersonal skills

Time management

Teamwork & prioritization

Customer service

Tools

EPIC

Job description

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives in all prospecting and account management initiatives related to surety and insurance client accounts with surety needs.

The role requires managing client bond requests, liaising with underwriters, and presenting final proposals. A P&C license and 5–7 years of surety experience are required, with strong communication and customer service skills in a hybrid work environment.