AddressThe Surety Client Services Specialist performs the essential functions related to the servicing and retention of 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.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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
- 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
- 5+ 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 Tinubu a plus
- Ability to travel 5%
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
The base salary compensation range being offered for this role is 75,000 – 85,000 USD / annually
This role is also eligible for an annual short-term incentive bonus, performance-based recognition awards.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- 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 paid 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 (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.
If the position allows for flexible working:
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
