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WTW

Global risk management, insurance brokerage, consulting

Assistant Client Service Specialist

Insurance Sales & AgencyPosted on Nov 13
Full-timeHartford, CT, USAIn-person

About the Job

Requirements

  • Strong attention to detail.
  • Strong 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, including Excel, Word, and Outlook.
  • Zero to two or more years of insurance industry experience related to servicing accounts is a plus, but is not required.
  • Experience working with surety, including in an insurance brokerage environment, is a plus, but is not required.
  • Experience working with Epic and Sure Path is a plus, but is not required.

Responsibilities

  • Service surety clients on a day-to-day basis by building relationships and working closely with client decision-makers.
  • Execute client deliverables in accordance with service-level agreements and standard operating procedures, and complete administrative tasks.
  • Issue surety bonds and perform associated activities based on client or client manager instructions.
  • Understand and interpret information presented in a bond request.
  • Enter data from bond requests into the bond issuing system quickly and accurately.
  • Process renewals, cancellations, 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 analysis as needed for management.
  • Communicate with clients, client managers, and other team members.
  • Participate in internal and external meetings.
  • Maintain client confidentiality.

Desired Qualifications

  • Zero to two or more years of insurance industry experience related to servicing accounts.
  • Experience working with surety, including in an insurance brokerage environment.
  • Experience working with Epic and Sure Path.

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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