Senior Surety Client Success Lead

WTW; Charlotte (NC); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Leave Benefits

Retirement Plan

Job summary

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives with all prospecting and account management for surety needs in a collaborative, hybrid environment.

You will manage bond requests, billing issues, and bond reports, while coordinating with underwriters, reviewing project limits, and presenting proposals to prospects. The role emphasizes strong client service, organization, and teamwork.

Qualifications

• P&C license is required or in place.
• 5–7 years of relevant surety experience.
• Strong written and verbal communication and customer service skills.
• Ability to multi-task, prioritize and meet deadlines.

Responsibilities

• Manage day-to-day client needs: bond requests, billing issues, bond reports.
• Gather info for high-level bond reviews and present to underwriters.
• Communicate with clients and underwriters on bond status and approvals.
• Issue original bonds and assist carrier submissions.
• Attend client meetings and support other surety staff as needed.

Skills

P&C licensed

5-7 years experience in Surety

Verbal and written communication

Interpersonal skills

Time management / prioritization

Customer service

Ability to learn EPIC

Tools

EPIC

Job description

WTW is seeking a Senior Surety Client Manager to support Producers and Account Executives with all prospecting and account management for surety needs in a collaborative, hybrid environment.

You will manage bond requests, billing issues, and bond reports, while coordinating with underwriters, reviewing project limits, and presenting proposals to prospects. The role emphasizes strong client service, organization, and teamwork.