Surety Client Service Specialist
$80k - $90kWTW inc.
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. 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 communicate data to underwriters Respond to clients’ needs and questions related 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 possibly 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 effective communication with internal and external clients, peers, and 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 Effective verbal and written communication skills Excellent interpersonal skills Strong time management, teamwork, prioritization, and customer service capabilities Ability to handle multiple priorities using sound judgment and resourcefulness in a fast‑paced environment Strong decision‑making capabilities Results oriented mindset Ability to provide superior customer service to clients and sureties Strong organizational skills with consistent meeting of 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 compensation range for this role is $80,000.00–$90,000.00 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. At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a hybrid style, with a mix of remote, in‑person and in‑office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and hybrid is not a one‑size‑fits‑all solution. We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location‑based arrangements. Please speak to your recruiter to discuss more. #J-18808-Ljbffr
- ...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
$80k - $90k
WTW is seeking a Surety Client Manager in Atlanta, Georgia. The role involves managing client needs related to surety and insurance, communicating with underwriters, and developing submissions. The ideal candidate has a minimum of 3 years in a relevant environment and strong...SuggestedRemote jobTemporary workFlexible hours- WTW is seeking a Surety Client Manager in Atlanta, Georgia to support producers and account executives in managing surety and insurance clients. The role involves daily client interactions, bond management, and communication with underwriters. Candidates should possess...Suggested
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- ...Client Services Specialist Department: Client Services Employment Type: Full Time Location: Atlanta, Georgia - DC Description Our Client Services Specialists are not a call center , these teammates are highly trained and are the first point of contact for our global clientele...Full timeTemporary work
$56k - $66k
...Position Summary 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...Work at officeLocal areaRemote work2 days per week- ...Jacksonville, FL or Atlanta, GA JOB SUMMARY The Commercial Client Specialist is responsible for leading the onboarding of complex commercial... ...relationships Broad support across lending, deposits, servicing, reporting, and banker enablement Ensure onboarding packages...Work at office
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- ...provider, you will support advanced medical treatments for pets. Responsibilities include client check-ins, managing records, and payment processing. Excellent communication and client service skills are crucial. The role offers strong career growth, comprehensive health...
- Huntington Bancshares, Inc. is seeking a Private Bank Service Specialist II in Atlanta, Georgia. This role involves managing client interactions and account servicing while partnering with Wealth Advisors. The ideal candidate will have a High School Diploma, 2 years of...Work at office
$56k - $66k
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...Work at officeLocal areaRemote work2 days per week$130k - $160k
The Client Portfolio Specialist is responsible for overseeing and executing the investor experience for WTW Specialist Portfolio Solutions (SPS)... ...emphasis on private markets Identify areas for operational and service efficiencies Oversee and manage the production of fund...Temporary workLocal areaFlexible hours- Tootsies is seeking a dedicated retail associate to build strong customer relationships by providing efficient and friendly service. The role requires retail experience and a self-motivated attitude, with a focus on excellent organizational and communication skills. Responsibilities...
$75k
...long track record of performance for our clients through multiple market cycles. Our team... ...provides asset management and advisory services to current and former McKinsey employees... ...seeking a highly motivated Client Service Specialist (CSS) to join our global team based in...Work experience placementImmediate start- ...Client Services Specialist Our Client Services Specialists are not a call center, these teammates are highly trained and are the first point of contact for our global clientele. This is not the typical Client Services role, when you join our team, you receive ongoing...Temporary work
- Destination Knot is looking for a Remote Client & Booking Coordinator to provide day-to-day support for clients through scheduling, reservation... ...the opportunity to develop valuable coordination and client service skills within a supportive, structured team environment. #J-18...Remote job
- All Financial Freedom is seeking a Client Services Specialist in Atlanta, Georgia, to support client-facing operations with education sessions and onboarding processes. This service-oriented role involves coordinating virtual client meetings, maintaining accurate records...Remote job
- Position Overview The Client Services Specialist supports client-facing operations by coordinating education sessions, managing communication, and assisting with onboarding processes. This role is service-oriented and process-driven. Key Responsibilities Coordinate and...Remote work
- Columbia Safety and Supply is seeking a Client Services Specialist in Atlanta, Georgia. This role emphasizes exceptional service and ongoing training to support our global clientele. The ideal candidate thrives in a fast-paced environment, possesses strong communication...
- Colsafety is seeking a Client Services Specialist in Atlanta, Georgia. This role requires proactive engagement with clients and the ability to manage online orders while delivering exceptional service. The ideal candidate will have strong problem-solving skills, fluency...
$56k - $66k
A financial services firm in Atlanta seeks a Client Service Specialist to deliver outstanding support to clients and advisors. Responsibilities include handling operational requests, managing multiple priorities, and providing timely communication. Ideal candidates will...Work at officeRemote work$19 - $24 per hour
...Chat Support Specialist The Chat Support Specialist serves as a primary point of contact for clients, delivering exceptional support through chat and email channels. This... ...information and support regarding products, services, and processes. Troubleshoot client issues...Full timeLocal areaFlexible hours- ...Client Support Specialist Location: Atlanta, GA Department: Client Support Type: Full Time Min. Experience: 2 years Our Client... ...of construction time-lapse and live streaming video camera services. Since 2001, OxBlue's helped owners, general contractors and...Full timeContract workFor contractorsCasual workRemote work2 days per week
$45k - $48k
...Osaic Careers Customer Service Opportunity in Financial Services Client Support Representative Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista: 12325 Port Grace Blvd, La Vista, NE 68128 Oakdale: 7755 3rd St. N, Oakdale...Full timeWork at office- NACBA, located in Atlanta, is seeking a Client Service Specialist to support its McGriff Executive Risk Advisory team. In this role, you will assist in processing new and renewal business, maintain client information, and resolve client issues. The ideal candidate should...Work at office
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