Surety Client Manager

Job description

The Surety Client Manager performs the essential functions related to the servicing and retention of contract and commercial surety accounts. These activities include interacting with clients to obtain required financial documentation, updating underwriter files, tracking financial and other information required to keep accounts up to date, and communicating with underwriters. These responsibilities are carried out in conjunction with the producer and support staff, with attention to Willis Towers Watson service standards related to quality and timeliness.

The Role

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

In this role, you will represent the surety team by demonstrating expertise, decision making skills and comprehensive business knowledge. Duties include but are not limited to:

·  Manage day-to-day needs for clients, including bond requests, billing
·  Manage day-to-day needs for clients, including bond requests, billing issues, bond close-outs.
·  Issue original bond documents as needed. 
·  Responsible for requesting periodic client financial updates for surety team analysis, and subsequently transmitting to underwriters.
·  Responds to clients’ needs and questions relating to account bond program, project limits and specific project opportunities.
·  As needed, prepare and submit basic marketing submissions. 
·  Communicates with underwriters on status of account or individual bond approvals
·  Miscellaneous surety requirements such as: process, bond requests within time frames required by the client.
·  Process over/under run billings.
·  Bond Renewal – Continuation Certificates – Review bond renewal listing.
·  Obtain information as to whether bond is to be renewed and/or any changes, and submit information to underwriters to update bond information – when returned, process and complete certificates.
·  Demonstrated ability to effectively communicate with internal and external clients/peers.
·  Perform other duties as assigned.

The Requirements

·  3 Plus years of experience in Underwriting, Construction Administration or within a Surety Practice
·  College education preferred 
·  Knowledge of accounting basics or financial analysis experience.
·  Relevant experience and brokerage environment preferred
·  Adequate knowledge of the surety industry and the general operation of business.
·  Ability to accurately track the information needed/requested from surety clients in order to provide surety with updated accurate underwriting information.
·  Ability to prepare and submit a basic marketing submission with oversight as needed.
·  Willingness to participate in surety industry educational events. 
·  Appropriate licenses as dictated by state law required within 60 days of employment.

The Company

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 45,000 employees serving more than 140 countries and markets. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com .

Willis Towers Watson is an equal opportunity employer

All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.

Equal Employment Opportunity: Know your rights .

Unsolicited Contact : 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.