Senior Surety Client Service Specialist

7 days ago

Charlotte, North Carolina, United States WTW inc. Full time

The Senior Surety Client Service Specialist performs the essential functions related to the servicing and retention of contract and commercial surety accounts. These associates are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects. Our associates are also representatives of Willis Towers Watson in their assigned markets and are expected to honor our reputation and values. These responsibilities are carried out in conjunction with the producers, support staff, and other counterparts within our Surety Practice. Attention to Willis Towers Watson service standards related to quality, attention to detail and timeliness are paramount to all our team members' success.

The Role

In this role, you will represent the surety team by demonstrating expertise, decision making skills and comprehensive business knowledge.

Primary Responsibilities and Duties include but are not limited to:

  • Ability to place new client business with markets and establish client's bond program, when necessary
  • Manage day-to-day needs for clients, including bond requests, billing issues, bond close-outs with the support of the service team
  • Ability to understand and interpret the information presented in a bond request
  • Ability to quickly and accurately enter data from a bond request into submissions for the processing center.
  • Manage and/or process renewals, cancellations/closures, and riders
  • Process over/under run billings.
  • Issues original bonds as needed.
  • Assist with resolution of client/carrier accounting issues
  • Prepare and submit billings.
  • Responsible for representing our clients' best interests with the surety market.
  • Responds to internal and external clients' needs and questions relating to account bond program.
  • Communicates with underwriters on status of account or individual bond approvals.
  • Support other surety offices as needed or assigned.
  • Perform other duties as assigned
  • Participate in internal and external meetings
  • Maintain client confidentiality

The Requirements

  • Excellent comprehensive problem-solving skills
  • Strong attention to detail
  • Excellent verbal and written communication skills
  • Ability to work independently and in a team setting
  • Ability to follow-through with assigned projects
  • Ability to guide clients through a hard surety market
  • Appropriate licenses as dictated by state law required within 60 days of employment
  • Strong customer service, presentation and organizational skills
  • Proficient in Microsoft office including Excel, PowerPoint, Word, and Outlook
  • 1-2+ years insurance industry experience related to servicing accounts is a plus
  • Experience working with Surety, including in an insurance brokerage environment a plus
  • Experience working with Epic and Sure Path a plus
  • Ability to travel 5%

Equal Opportunity Employer/Vet/Disability

The Company

Willis Towers Watson 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, Willis Towers Watson 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

Willis Towers Watson is an equal opportunity employer

Willis Towers Watson is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights.

Unsolicited Contact:

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate submission process, which includes being actively engaged on the particular search. Likewise, for our authorized Recruitment Agencies/Search Firms, if the candidate submission process is not followed, no agency fees will be paid by Willis Towers Watson. Willis Towers Watson is an equal opportunity employer.

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