What are the responsibilities and job description for the Senior Client Manager position at WTW inc.?
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
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
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
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-$110,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.
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.
EOE, including disability / vets
This position will remain posted for a minimum of three business days from the date posted or until sufficient / appropriate candidate slate has been identified.
Salary : $75,000 - $110,000
