Senior Surety Client Manager
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 a small team environment. Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.
The Role
- 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
Qualifications
P&C licensedMinimum 5-7 years of relevant working experience in a Surety environmentInsurance related and other professional designations highly desirablePossesses effective verbal and written communication skillsPossesses excellent interpersonal skillsAbility to handle multiple priorities using sound judgment and resourcefulness in a fast-paced environmentStrong decision-making capabilitiesMust be results orientedAbility to provide superior customer service to the client and the suretiesStrong organizational skills in prioritizing duties and multi-tasking, with the ability to consistently meet deadlinesAbility to learn and utilize EPICWillingness to participate in surety industry eventsIndependently carry out specific assignments and tasksThis position will remain posted for a minimum of three business days from the date posted or until sufficient / appropriate candidate slate has been identified.
Company Benefits
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.Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a "hybrid" style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and "hybrid" is not a one-size-fits-all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. EOE, including disability / vets