Surety Client Success 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

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.