Senior Surety Client Service Specialist

WTW • Charlotte, NC

13d • Hybrid

About The Position

The Senior Surety Client Manager supports Producers and Account Executives in prospecting and account management initiatives for insurance clients with surety needs, working within a small team environment. The role manages day-to-day client needs, including bond requests, billing issues, and bond reports; gathers and analyzes periodic client updates for communication to underwriters; and responds to questions about account bond programs, project limits, and specific project opportunities. It communicates with underwriters regarding account and individual bond approval status, issues original bonds as needed, and works with the surety team on carrier submissions and prospect proposals. The position also gathers information from prospective clients, completes high-level bond reviews, helps resolve carrier and client accounting, billing, and collection issues, supports other surety staff, and attends client meetings as required. Employment-based non-immigrant visa sponsorship or assistance is not offered.

Requirements

• P&C licensed.
• 5–7 years of relevant work experience in a surety environment.
• Effective verbal and written communication skills.
• Excellent interpersonal skills.
• Strong time management, teamwork, and prioritization skills, with highly effective customer service capabilities.
• Ability to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environment.
• Strong decision-making capabilities.
• Results oriented.
• Ability to provide superior customer service to clients and sureties.
• Strong organizational skills, including prioritizing duties and multitasking while consistently meeting deadlines.
• Ability to learn and use EPIC.
• Willingness to participate in surety industry events.

Nice To Haves

• Insurance-related and other professional designations are highly desirable.

Responsibilities

• Manage day-to-day client needs, including bond requests, billing issues, and bond reports.
• Request and analyze periodic informational updates and communicate the data to underwriters.
• Respond to client questions about account bond programs, project limits, and specific project opportunities.
• Communicate with underwriters about the status of account or individual bond approvals.
• Issue original bonds as needed.
• Work with the surety team to develop carrier submissions and potentially present final proposals to prospects.
• Gather information from prospective clients, complete high-level bond reviews, and assist with carrier and client accounting, billing, and collections issues.
• Communicate effectively with internal and external clients, peers, and sureties.
• Support other surety staff as needed or assigned.
• Attend client meetings as required.
• Independently carry out specific assignments and tasks.

Benefits

• Medical insurance, including prescription coverage
• Dental insurance
• Vision insurance
• Health Savings Account
• Commuter Account
• Health Care and Dependent Care Flexible Spending Accounts
• Group Accident and Group Critical Illness coverage
• Life insurance
• AD&D coverage
• Group legal benefits
• Identity theft protection
• Wellbeing Program and Work/Life Resources, including Employee Assistance Program
• Paid holidays
• Annual paid time off, including state/local paid leave where required
• Short-term disability
• Long-term disability
• Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave
• Qualified contributory pension plan, if eligible
• 401(k) plan with annual nonelective company contribution
• Non-qualified retirement plans for eligible senior-level colleagues

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed