Senior Surety Client Manager
3 days ago
Join WTW, a prominent global advisory, broking, and solutions company with a legacy dating back to 1828 and a strong presence in over 140 countries. We empower our clients to turn risks into opportunities for growth, creating solutions that optimize benefits and strengthen institutions and individuals.
As a Senior Surety Client Manager, you will play a vital role in supporting our Producers and Account Executives by managing surety and insurance clients' needs within a collaborative team environment. This position involves enhancing client relationships and ensuring high-level service delivery.
Key Responsibilities- Manage daily client needs, including bond requests, billing issues, and bond reports.
- Request and analyze periodic updates from clients and communicate data to underwriters effectively.
- Address client inquiries regarding bond programs, project limits, and specific project opportunities.
- Communicate proactively with underwriters about account statuses and bond approvals.
- Issue original bonds as needed to ensure smooth operations.
- Collaborate with the surety team to create tailored carrier submissions and present proposals to prospective clients.
- Gather information from prospective clients, conduct bond reviews, and assist in resolving carrier and client billing issues.
- Demonstrate strong communication skills in interactions with internal teams, clients, and sureties.
- Support other surety staff as required and attend client meetings as needed.
Essential Qualifications
- Property and Casualty licensed.
- 5-7 years of experience in a Surety environment.
- Additional insurance-related professional designations are highly desirable.
- Exceptional verbal and written communication skills.
- Strong interpersonal and customer service skills.
- Proficient in time management, teamwork, prioritization, and decision-making.
- A results-oriented mindset with the ability to provide superior service to clients and sureties.
- Strong organizational skills with the ability to manage multiple priorities and meet deadlines.
- Willingness to learn and utilize EPIC software.
- Desire to participate in surety industry events.
- Able to work independently on specific assignments.
We offer a competitive benefits package, including comprehensive health and welfare benefits, generous leave policies, and retirement savings plans.
Join us in unlocking potential and driving business success.
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