Surety Client Service Specialist
WTW
Description The 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 P&C licensed Minimum – 3 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 Company Benefits 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, Identity Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program) Leave Benefits: Paid Holidays, Annual Paid Time Off (includes 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 (only included for Washington roles) Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements. Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. EOE, including disability/vets #J-18808-Ljbffr WTW
- Description The Senior Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives... ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound...SuggestedTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- WTW is seeking a Surety Client Manager in Dallas, Texas to support Producers and Account Executives with client accounts. Responsibilities... ...information for underwriters, and ensuring exceptional customer service. Preferred candidates have a P&C license and at least 3 years...Suggested
- A leading Fintech company in Addison, TX is looking for a Surety Client Advisor to drive new business and deepen client relationships. In this role, you will manage client accounts, apply surety principles, and develop sales strategies to meet revenue targets. The ideal...Suggested
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...Renova One in Dallas, Texas is seeking a Client Service Specialist to serve as a key point of contact for clients. This role requires strong communication skills, attention to detail, and the ability to collaborate across departments. Responsibilities include responding...Hourly payWork at office- ...Ethos Veterinary Health seeks a Client Service Representative based in Dallas. This full-time role involves providing exceptional client service, managing appointments, and ensuring efficient operations during busy times. The ideal candidate has at least two years of...Full time
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$18.17 per hour
Cox Automotive Inc. is seeking a Commercial Services Specialist I in Dallas, Texas. This role is crucial for managing the redemption office,... ...service excellence, and maintaining strong relationships with clients. The ideal candidate should have strong verbal, written, and...Hourly payWork at office- Relation Insurance Services is seeking a motivated Client Service Specialist in Dallas, Texas. In this role, you will handle various administrative tasks related to account management, ensuring timely service and compliance standards. Candidates should have at least a high...
$15.38 - $35.58 per hour
Relation Insurance Services, Inc. - Central in Dallas, Texas is seeking a Client Service Specialist to handle all administrative tasks regarding account management and policy servicing. The successful candidate will possess a Property and Casualty License and have experience...- ...Client Service Specialist Job Category: Client Services Location: Dallas, TX 75227, USA Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client complaints. Resolves issues with orders, delivery dates...Work at office
$15.38 - $35.58 per hour
...Client Service Specialist Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture...Work at officeLocal area- ...Customer Care Rep Are you a customer service professional who is looking for an opportunity to expand your professional career? Randstad is working with a client who is looking to hire customer care reps to assist with their mortgage customers. Previous experience...Monday to Friday
- ...Client Service Specialist We are looking to add a Client Service Specialist to join our Employee Benefits team in Dallas, TX. Offering a forward-thinking, innovative, and vibrant company culture, along with the opportunity to share your unique potential, there really...Full timeContract workWork at office
- ...Treasury Management Client Services Specialist PlainsCapital Bank is currently looking to hire a Treasury Management Client Services Specialist. The Treasury Management Client Services Specialist is responsible for the delivery of highly personalized client service...Full timeCurrently hiringWork at officeLocal area
- Globe Life AIL - Lisa Russel is looking for a motivated Client Services Representative to join our remote team. This role allows you to work from home while assisting families with understanding their benefits and financial protection programs. You will engage with clients...Remote jobWork from home
$50k - $70k
Medium is looking for a Remote Client & Booking Coordinator to provide essential support to clients with scheduling, reservations, and... ...role offers flexibility and an opportunity to enhance client service skills. Salary ranges from $50,000 to $70,000 annually, based on...Remote job- ...workforce solutions organization in Dallas is seeking a Triage Specialist to create positive first impressions by effectively triaging... ...determining eligibility for programs, and ensuring efficient service delivery. The ideal candidate will have strong customer service...Flexible hours
- ROBERT W. BAIRD & CO. INCORPORATED is seeking a Client Specialist in Dallas, Texas. In this role, you will deliver outstanding client service and operational support to Financial Advisors. Your responsibilities will include managing client onboarding, supporting account...
- PlainsCapital Bank is currently looking to hire a Treasury Management Senior Client Services Specialist in Dallas, Texas. The Treasury Management Senior Client Services Specialist is responsible for the execution of highly personalized client service engagements and maintaining...Currently hiringWork at office
- Equify Financial, LLC, located in Dallas, Texas, is seeking a client service representative responsible for managing client inquiries across various channels. The ideal candidate will have strong communication skills, a background in customer service, and the ability to...Work at office
- CapTrust Advisors, LLC is seeking a full-time Wealth Client Management Consultant in Dallas, TX, to build and maintain client relationships... ...alongside financial advisors. This position involves proactive service to clients, onboarding new relationships, and ensuring client...Full time
- Stryker Corporation is seeking a Veterinary Client Service Representative at Prestonwood Pet Clinic in Dallas, TX. This full-time position requires an upbeat self-starter who is passionate about customer service. Responsibilities include communicating with clients, maintaining...Full time
- Thrive Pet Healthcare is seeking a Veterinary Client Service Representative at Prestonwood Pet Clinic in Dallas, TX. This full-time role requires providing excellent customer service while managing client communications, scheduling appointments, and maintaining medical...Full time
- Armstrong Bank is seeking a Client Service Representative in Dallas, Texas. This role emphasizes providing exceptional customer service, opening accounts, and maintaining positive relationships with customers. The ideal candidate should possess a friendly personality,...Flexible hours
- CAI Cox Automotive Corp Svcs., LLC in Dallas, Texas is hiring a Commercial Services Specialist I to facilitate client issue resolution and collaborate with various stakeholders. The role requires strong communication, problem-solving, and organizational skills. Candidates...
- Relation Insurance Services is seeking a Client Service Specialist for its Small Business Unit in Dallas, Texas. The ideal candidate will manage administrative tasks for small commercial accounts, ensuring accurate policy servicing. Responsibilities include processing endorsements...
- Vanguard Group in Dallas, Texas is looking for a Client Transfer Specialist who will act as a primary point of contact for Personal Investor clients... ...7 and 63 licenses, along with 1-3 years of financial services experience. Candidates should excel in communication and interpersonal...
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