Surety Client Service Specialist
WTW 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 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
- ...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
- ## **Job Title:** Surety Client Advisor**Department:** Growth**Location:** Addison, TX**About Acrisure**Acrisure is a global Fintech leader... ...and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect...SuggestedImmediate startFlexible hours
$10k
...our employees is just as important as the future of our business. All pet lovers welcome CityVet is looking for Client Service Specialists to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit...SuggestedFull timeFlexible hours- ...Client Service Specialist Job Category: Client Services Full-Time Dallas, TX 75237, USA Job Details Description Essential Job Functions: Responds to orders, general client inquiries, invoice questions and client complaints. Resolves issues with...Full timeWork at office
- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experiencecoordinating onboarding, managing communications...Work experience placementWork at office
$18.5 - $19.5 per hour
...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 is not required as thorough...Hourly payPermanent employmentTemporary workWork experience placementRemote workMonday to FridayShift work- ...Client Resolution Specialist WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building... ...providers, clients, and internal teams by resolving complex service-related cases. This would include supporting Customer...Temporary workPart timeWork experience placementMonday to Friday
- ...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
$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...- ...Premier Client Service Specialist Moomoo Financial Inc. is seeking a client-focused professional to manage relationships with our high-net-worth clientele. This role sits at the intersection of product expertise, market knowledge, and premium serviceyou will help clients...Work at office
$48k - $50k
...Client Success Specialist Home Care Always Best Care Senior Services Dallas, TX is a private-pay home care agency that has proudly served the DallasFort Worth metroplex for 17 years. We are committed to providing high-quality, reliable, and compassionate in-home care...- ...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
- ...Remote Client Support Specialist We are seeking a proactive and service-driven Remote Client Support Specialist to assist customers throughout their experience, ensuring clear communication, timely updates, and high-quality support at every stage. This fully remote...Remote work
$20 - $22 per hour
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- 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
- ...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...
- ...dedicated to opening commercial DDA accounts. The Commercial Client Onboarding Specialist communicates directly with clients and works as the... ...and our internal teams for all matters relating to account/service on-boarding. Responsible for providing all commercial DDA...Work at officeImmediate start
- PlainsCapital Bank is seeking a Treasury Management Senior Client Services Specialist located in Dallas, Texas. This role focuses on delivering personalized client service, addressing escalated client issues, and mastering treasury management products. The ideal candidate...
$15.38 - $35.58 per hour
...and a passion for delivering cutting‑edge solutions to our clients. We pride ourselves on a dynamic culture, collaborative environment... ...drive for success. WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management...Work at officeLocal area$70k - $110k
...US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency... ...the Team & Role Moomoo Financial seeks a polished Premier Client Service Specialist to deliver exceptional, dedicated support to our high-net-...Work at officeLocal area$20 - $22 per hour
...is more than a vendor—we’re a trusted partner committed to enriching spaces and creating lasting value. Job Summary The Client Service Specialist serves as a key point of contact for clients, ensuring timely and accurate responses to inquiries, service requests, and issue...Hourly payWork at office- 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...
- 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 experience...Full time
- 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...
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