Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Surety Client Service Specialist

$90k - $110k

Willis Towers Watson

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 a small team environment. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Role Essential Duties and Responsibilities Manage day-to-day needs for clients, including bond requests, billing issues, bond reports Request periodic informational updates, analyze them, and then communicate data to underwriters Respond to clients’ needs and questions relating to account bond program, project limits and specific project opportunities Communicate with underwriters on status of account or individual bond approvals Issue original bonds as needed Work with the surety team to develop appropriate carrier submissions and may present final proposals to prospects Gather information from prospective clients, complete high-level bond reviews and assist in resolving 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 Requirements Knowledge, Skills and Experience P&C licensed Minimum – 3 years of relevant working experience in a Surety environment Insurance related and other professional designations highly desirable Possess effective verbal and written communication skills Possess excellent interpersonal skills Qualified candidates will 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 Base salary compensation range for this role is \$90,000.00-\$110,000.00 USD annually. This role is also eligible for an annual short-term incentive bonus. 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 Willis Towers Watson

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Surety Client Service Specialist in Boston, MA vacancy
  • Description The Surety Client Manager supports Producers and Account Executives in all prospecting and account management initiatives related...  ...and prioritization skills, and highly effective customer service capabilities Ability to handle multiple priorities using sound... 
    Suggested
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Visa sponsorship
    Work visa
    Flexible hours

    WTW

    Boston, MA
    3 days ago
  •  ...are committed to providing exceptional mental health services tailored to the unique needs of our clients. Our practice is known for its innovative approach...  ...support. Position Overview The Client Relations Specialist will play a vital role in the initial engagement and... 
    Suggested
    Work from home

    Thriving Center of Psychology

    Boston, MA
    3 days ago
  • $36.4 - $41.85 per hour

     ...First Citizens Wealth in Boston is looking for a Wealth Client Specialist to support Wealth Consultants and Private Bankers. This role involves...  ...documentation, and performing data analysis to enhance service quality. Ideal candidates will hold a Bachelor's Degree or equivalent... 
    Suggested
    Hourly pay

    First Citizens Wealth

    Boston, MA
    4 days ago
  •  ...Overview We are looking for a Sales & Client Support Specialist to assist clients with planning and booking travel while providing exceptional service throughout the sales process. This role blends client support with consultative sales, helping clients select travel... 
    Suggested
    Remote work
    Flexible hours

    Traveling with Tasha

    Boston, MA
    4 days ago
  • $70k - $80k

    Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations. They are responsible for delivering solutions-oriented... 
    Suggested
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Needham Heights, MA
    4 days ago
  • POSITION SUMMARY The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed... 

    Baldwin Group Colleague, Inc.

    Boston, MA
    4 days ago
  • $31.2k - $90k

    A financial services organization seeks a Registered Client Relationship Analyst to provide exceptional client service and support Financial Advisors and Private Wealth Advisors. This role requires strong interpersonal skills, a high school diploma, and preferably a college... 
    Work at office

    PowerToFly

    Boston, MA
    3 days ago
  • $20 - $30 per hour

     ...the largest fleet maintenance companies in the country. Cox Fleet is the leading provider of on-site mobile maintenance and repair services nationwide, offering mobile on-site fleet service for light medium, and heavy-duty trucks and trailers. Cox Fleet also services... 
    Hourly pay
    Currently hiring

    Cox

    Boston, MA
    5 days ago
  • NBT Bank in New Hampshire is looking for a dedicated client service representative to manage record-keeping and administration. The role involves ensuring compliance with pension regulations and providing exceptional service to clients, thereby promoting growth and customer... 

    NBT Bank

    Boston, MA
    2 days ago
  • $52k - $85k

    BNY Mellon in Boston is seeking a Specialist, Client Service Management. In this role, you will provide quality support to clients, resolve transaction-related issues, and maintain strong client relations. A Bachelor's degree and 0-2 years of experience are preferred.... 

    BNY Mellon

    Boston, MA
    1 day ago
  • A financial services firm in Boston is seeking a Registered Client Service Associate to enhance client relationships by managing service requests, onboarding clients, and preparing financial documentation. The ideal candidate should have active Series licenses, strong... 

    PowerToFly

    Boston, MA
    1 day ago
  • A litigation support firm is seeking a Customer Service Courier to join its production and customer service team in Boston. In this full-time role, you will deliver important client materials primarily in the Greater Boston and South Shore areas. The position requires excellent... 
    Full time
    Work at office

    Key Discovery

    Boston, MA
    1 day ago
  • $36.4 - $41.85 per hour

    Overview At First Citizens Bank, we help clients pursue their ambitions at every stage of...  ...that matter most. The Wealth Client Specialist (WCS) role supports Wealth Consultants and...  ...The position has responsibility for all service-related activities such as money movement... 
    Hourly pay
    Work at office

    First Citizens Wealth

    Boston, MA
    1 day ago
  • $21.01 - $29.41 per hour

    Pay Range $21.01 - $29.41 Job Summary Deliver client service for daily record‑keeping, administration and servicing of assigned book of business to promote revenue growth, productivity and exceptional levels of customer satisfaction. Education and Experience Associate... 
    Full time
    Temporary work
    Part time
    Work at office
    Work visa
    Flexible hours

    NBT Bank

    Boston, MA
    2 days ago
  • GFI Team Ikigai is seeking a Client Services Specialist to manage financial transactions and deliver outstanding customer service. This role offers remote flexibility and allows candidates to develop their own client portfolios while contributing to financial literacy.... 
    Remote job

    GFI Team Ikigai

    Boston, MA
    21 hours ago
  • A fitness studio in Boston is seeking a part-time Client Services Team member to enhance client engagement and provide excellent hospitality. The ideal candidate will have strong customer service skills, be highly organized, and possess excellent interpersonal abilities... 
    Part time
    Weekend work
    Weekday work

    SLT Group

    Boston, MA
    1 day ago
  • $80k - $90k

    Position Overview The Client Invoicing Specialist will play a key role in the client invoicing function of the firm by preparing invoices for all...  ...in the Operations, Marketing, Performance and Client Service groups. The Corporate Accounting Department is a dynamic team... 
    Work at office
    3 days per week

    Acadian Asset Management

    Boston, MA
    2 days ago
  • A financial services firm in Boston is looking for a Client Services Associate to support ultra-high net worth clients with insurance portfolios. You will manage policy details, prepare documentation, and respond to client inquiries. Ideal candidates have 1-2 years of customer... 
    Work at office

    Winged Keel Group

    Boston, MA
    5 days ago
  • $21 - $24 per hour

    VCA Animal Hospitals in Brookline, MA, is looking for a dependable client service representative to join our dynamic veterinary team. The ideal candidate will be experienced in client service, exhibit excellent communication skills, and possess a compassionate approach... 
    Hourly pay
    Flexible hours

    VCA Animal Hospitals

    Brookline, MA
    3 days ago
  • Global Business Transformation Solutions, LLC (GBTS) is seeking a Service Specialist for our law firm client's downtown office in Boston, MA. In this role, you will provide essential administrative support including mail and copy services, as well as hospitality and facilities... 
    Work at office

    Global Business Transformation Solutions, LLC (GBTS)

    Boston, MA
    2 days ago
  • A leading veterinary organization in Boston is seeking a Full-time Client Service Representative to enhance the experience between pet parents and the veterinary team. Candidates should possess exceptional communication skills and a positive outlook, along with experience... 
    Full time

    National Veterinary Associates

    Boston, MA
    21 hours ago
  •  ...us “challenge the status quo” and transform the finance industry together. As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry... 
    Local area

    Charles Schwab

    Boston, MA
    3 days ago
  • $60k - $65k

    Oppenheimer & Co. Inc. is seeking a Registered Client Service Associate to support Financial Advisors in our Boston office. The role involves enhancing client relationships, managing daily operations, and assisting with marketing efforts. Ideal candidates have over 5 years... 
    Work at office

    Oppenheimer & Co. Inc.

    Boston, MA
    1 day ago
  • $70k - $80k

     ...Client Service Specialist Boston, Massachusetts, United States Acadian Asset Management is a global, systematic investment manager at the forefront of data-driven investing since 1986. Headquartered in Boston, with locations in Singapore, London, and Sydney, we manage... 
    Casual work
    Work at office
    Flexible hours
    3 days per week

    Acadian Asset Management

    Boston, MA
    1 day ago
  • Baldwin Group Colleague, Inc. is seeking a Sr Client Service Specialist for Commercial Risk in Boston, MA. The role involves working closely with advisors and client servicing professionals to analyze client data and develop effective risk management solutions. The ideal... 

    Baldwin Group Colleague, Inc.

    Boston, MA
    3 days ago
  • Ascensus seeks a Client Services Consultant to enhance client satisfaction by providing expert client service and knowledge of retirement plans. Responsibilities include resolving complex client issues, delivering client solutions, and coaching peers. The ideal candidate... 

    Ascensus

    Boston, MA
    3 days ago
  • $19 - $24 per hour

     ...Position Overview The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels....  ...accurate information and support regarding products, services, and processes. Troubleshoot client issues and... 
    Full time
    Work at office
    Local area
    Visa sponsorship
    Flexible hours

    Zelis Healthcare

    Boston, MA
    5 days ago
  • $65k - $75k

    CLIENT BILLING SPECIALIST We are seeking a Client Billing Specialist to join our dynamic Finance Department in our Boston office. In this vital...  ...team of professionals committed to delivering exceptional service to our clients and creating a collaborative and inclusive work... 
    Work at office
    Flexible hours

    Morrison-Mahoney-LLP-1

    Boston, MA
    2 days ago
  • $55k - $70k

    A leading financial services firm in Boston is seeking a Sr. Client Service Representative to support client relationships in fund accounting. The role involves monitoring client inquiries and ensuring service standards are met. Candidates should possess strong communication... 

    Brown Brothers Harriman & Co.

    Boston, MA
    1 day ago
  • Focus Partners Wealth in Needham is looking for a Client Service Specialist to provide exceptional service and exceed client expectations. You will handle operational requests, communicate with custodians, and support advisory teams. A passion for client service, organizational... 
    Work at office
    Remote work

    Focus Partners Wealth

    Needham Heights, MA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Surety Client Service Specialist. Be the first to apply!