Surety Assistant Client Service Specialist
Listed on 2026-07-06
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Business
Office Administrator/ Coordinator
Overview
Assistant Client Services Specialists – Surety are integral members of our account management teams who proactively obtain, compile and follow up on information critical to providing exceptional consulting, placement and advocacy for Willis Tower Watson clients and prospects.
If you’re looking to work with a great team of exceptional property & casualty professionals while building your knowledge, skills and technical and professional experience with a stable, respected and dominant player in the world of global risk management and consulting, apply for this role today.
RolePosition requires working Monday–Friday from 9:00 AM–6:00 PM. Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this opportunity.
Duties- In this role you will be responsible for the day-to-day servicing of surety clients, building relationships with client decision makers, executing deliverables on the client’s behalf in accordance with SLAs and SOPs, and completing various administrative tasks.
- Issuance of surety bonds and associated activities based on client instructions and/or client manager guidance.
- Understand and interpret information presented in a bond request.
- Enter data from a bond request into the bond issuing system accurately and efficiently.
- Process renewals, cancellations/closures, and riders.
- Assist with resolution of client/carrier accounting issues.
- Prepare and submit billing; report bonds to carriers and perform related filing activities.
- Prepare written correspondence, reports and analysis as needed for management.
- Communicate effectively with clients, client managers and other team members; participate in internal and external meetings.
- Maintain client confidentiality.
- Strong attention to detail.
- Excellent verbal and written communication skills.
- Ability to work independently and in a team setting.
- Strong customer service, presentation and organizational skills.
- Working knowledge of Microsoft Office (Excel, Word, Outlook).
- 0–2+ years of insurance industry experience related to servicing accounts is a plus.
- Experience working with surety, including in an insurance brokerage environment, is a plus.
- Experience working with Epic and Sure Path is a plus.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Benefits- Health and welfare benefits:
Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, flexible spending accounts, group insurance benefits and related wellbeing programs. - Leave benefits:
Paid holidays, annual PTO, short-term and long-term disability, other leaves (Bereavement, FMLA, ADA, jury duty, military leave, parental and adoption leave). - Retirement benefits:
Qualified contributory pension plan (if eligible) and 401(k) plan with company contributions; non-qualified plans may be available to senior level colleagues who satisfy plan requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider qualified applicants with arrest and conviction records.
EOE, including disability/veterans.
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