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WTW

Global risk management, insurance brokerage, consulting

Senior Assistant Client Service Specialist

Insurance Sales & AgencyPosted on Nov 14
Full-timeHartford, CT, USA

About the Job

Requirements

  • Strong attention to detail.
  • Working knowledge of Microsoft Office, including Excel, Word, and Outlook.

Responsibilities

  • Service surety clients day to day by building relationships with client decision-makers, executing client deliverables in accordance with service-level agreements and standard operating procedures, and completing administrative tasks.
  • Issue surety bonds and perform associated activities according to specific instructions from the client and/or client manager.
  • Understand and interpret information presented in bond requests.
  • Enter data from bond requests into the bond issuing system quickly and accurately.
  • Process renewals, cancellations and closures, and riders.
  • Assist with resolving client and carrier accounting issues.
  • Prepare and submit billing.
  • Report bonds to carriers and complete associated filing activities.
  • Prepare written correspondence, reports, and analyses as needed for management.
  • Communicate with clients, client managers, and other team members.
  • Participate in internal and external meetings.
  • Maintain client confidentiality.

Desired Qualifications

  • 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.

About the Company

WTW

Global risk management, insurance brokerage, consulting

Willis Towers Watson provides risk management, advisory, and brokerage services to organizations worldwide. Its two segments are Risk & Broking, which identifies, quantifies, and places insurance coverage, and Health, Wealth & Career, which offers consulting, technology, and administration for health benefits, retirement plans, and talent programs. The company blends advisory services, technology platforms, and brokerage capabilities to deliver integrated risk and people solutions rather than relying on a single service line. Its goal is to help clients turn risk into a path for growth by aligning risk management with health, retirement, and talent strategies to support organizational success.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1828

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