Surety Client Service Specialist

WTW; Hartford (CT); Hybrid; USD 75,000 - 95,000; Full time

Job summary

WTW is seeking a Surety Client Manager to support Producers and Account Executives with prospecting and account management for surety and insurance client accounts in a small team environment.

Requirements include a P&C license and a minimum of 3 years in a Surety setting, with strong verbal/written communication and customer service focus. The role involves collaborating with underwriters, handling bond requests, and presenting proposals as needed.

Qualifications

• P&C licensed is required.
• Minimum 3 years of relevant experience in a Surety environment.
• Insurance related and other professional designations are desirable.
• Strong verbal and written communication skills.
• Excellent interpersonal skills and customer service focus.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with EPIC system is a plus.

Responsibilities

• Manage day-to-day client needs including bond requests, billing issues, and bond reports.
• Analyze informational updates and communicate data to underwriters.
• Respond to client questions about account bond programs, limits, and opportunities.
• Coordinate with underwriters on status of accounts and bond approvals.
• Issue original bonds as needed and support carrier submissions.
• Attend client meetings and assist in completing high-level bond reviews.
• Collaborate with surety team to present proposals to prospects.

Skills

P&C licensed

Excellent communication

Interpersonal skills

Time management

Teamwork & prioritization

Customer service

Multi-tasking

Tools

EPIC

Job description

The 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

Essential Duties and Responsibilities:

• 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

Responsibilities

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Qualifications

The Requirements

Knowledge, Skills and Experience:

• P&C licensed
• Minimum – 3 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
• 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

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.