Senior Surety Client Service Specialist

Willis Towers Watson-posted 19 days ago

Full-time • Mid Level

Phoenix, AZ

5,001-10,000 employees

Professional, Scientific, and Technical Services

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WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com. The Senior 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.

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

P&C licensed
Minimum - 5-7 years of relevant working experience in a Surety environment
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
Strong decision-making capabilities
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

Insurance related and other professional designations highly desirable

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.

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