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Assistant Client Service Specialist - Surety Bonds

Assistant Client Service Specialist - Surety Bonds

Job Description

Is responsible for the service and administration of an assigned group of accounts.  The incumbents in this position possess the technical and interpersonal skills required to successfully provide consistent quality service in a professional manner.  Incumbents in this position have demonstrated product knowledge regarding surety products.
Works in conjunction with and under the direction of Client Managers to perform servicing tasks, including but not limited to: 

  • Process bonds as directed by Client Manager using proper systems, forms, powers of attorney, riders, bond numbers, surety seals, etc.
  • Input of all bond detail into SurePath as directed by Client Manager – Bid/Final/License Bonds
  • Coordination and communication/scanning to Property/Casualty Department on insurance requirements – Bid and Final Bonds
  • Input bond detail into SurePath/ Sagitta integration to produce invoice – Final Bonds/License Bonds
  • Submission of new bonds and changes to surety company by e-mail
  • Scanning of new bonds into Treeno
  • Process consents of surety, overrun/underrun billings, riders, cancellations
  • Process license, permit and miscellaneous bonds for assigned Client Managers
  • Process monthly renewals on assigned accounts within established time line
  • Filing and photo-copying/scanning for assigned Client Managers within established time line
  • Establish, update and maintain bond and credit files in an orderly manner at direction of Client Managers
  • Provide back-up as requested to other Bond Department desks
  • Follow standard operating procedures as established or developed by department management
  • Obtain Colorado Insurance License and maintain continuing education requirements for license
  • Provide timely, quality service to all clients and prospective clients, and timely quality assistance to assigned Client Managers, Manager, and to surety personnel and co-workers
  • Commitment to use and support in the development of agency automation systems
  • Follow all office policies and procedures
  • Keep Client Managers current of all activity on an account
  • Maintain a neat and tidy work space
  • Attend department meetings
  • Responsible for identifying customer expectations, and to exceed them whenever possible

Job Requirements

  • High School Diploma or Equivalent
  • Possession and maintenance of a Colorado Insurance License
  • Demonstration of participation in continuing insurance education programs
  • Requires a minimum of two years general office experience
  • Must possess interpersonal skills, including the ability to interact in a constructive and positive manner with clients, insurance company personnel, supervisors, coworkers and subordinates, i.e. “work well with others"
  • Must be able to project a professional image
  • Must possess communication skills, i.e. the ability to obtain information through effective questioning and listening, and the delivery of this information clearly, verbally and in writing
  • Must be able to organize, follow through and complete work product
  • Must possess and demonstrate the ability to pay attention to detail
Additional information on Willis may be found on its web site:

Do more. Be more. Realize Your Potential.

Willis is an EEO/AA employer who supports Diversity.

Job Snapshot

Other Pay Competitive
Employment Type Full-Time
Job Type Insurance
Education 4 Year Degree
Experience 1 to 2 years
Manages Others Not Specified
Industry Insurance
Required Travel Not Specified
Job ID JO-1405-6259
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Assistant Client Service Specialist - Surety Bonds

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