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    Senior Surety Client Manager

    Philadelphia, Pennsylvania, United States

    Senior Surety Client Manager

    • 202407129
    • Philadelphia, Pennsylvania, United States
    • Full time
    • Closing on: Dec 31 2024

    Description

    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.

    The Role

    Essential Duties and Responsibilities:

    • 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

    The Requirements

    Knowledge, Skills and Experience:

    • P&C licensed
    • Minimum – 5-7 years of relevant working experience in a Surety environment
    • Insurance related and other professional designations highly desirable
    • 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

    EOE, including disability/vets 

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    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. If you would like to have your contact information saved for future consideration, please email: Agency.inquiries@willistowerswatson.com.

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