Senior Surety Client Service Specialist jobs in United States
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WTW · 1 month ago

Senior Surety Client Service Specialist

WTW is a leading global advisory, broking and solutions company that helps clients turn risk into a path for growth. The Senior Surety Client Service Specialist manages day-to-day client needs, including bond requests and billing issues, while supporting Producers and Account Executives with prospecting and account management initiatives related to surety and insurance clients.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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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

Qualification

Client managementSurety knowledgeData analysisCommunication skillsTeam collaboration

Required

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

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase