Surety Client Advocate
Surety Client Advocate
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Job Description
Company Description
WTW is a leading global advisory broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828 WTW has 40000 employees serving more than 140 countries. We design and deliver solutions that manage risk optimize benefits cultivate talent and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent assets and ideas the dynamic formula that drives business performance. Together we unlock potential. Learn more at.
Description
The Surety Client Advocateoversees all account management activities to reach strategic client service retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure the needs of the clients are met or exceeded for all client deliverables.
The Role
- Establish comprehensive understanding of clients businessesand objectives
- Provide continuous exceptionalclient service
- Manage a book of business with expectations to grow the book year-over-year
- Build and maintain client relationships;communicate with client decision makers and surety personnel
- Develop program design and negotiate terms and conditions for clients
- Assist in the preparation of client submissions
- Identify and engage expert resources
- Identify compile and manage information regarding account renewal and cross-sell opportunities
- Review contracts and bond forms to ensure alignment of obligations
- Lead pricing and client profitabilityefforts
- Manage all client deliverables and delivery within mandated timeframes
- Lead and mentor account teammembers
- Provide direction and client management to both the servicing and broking teams
- Maintain regular contact with existing clients to ensure quality service is being delivered; accountable for client retention
- Responsible forcoordination/ oversight / delivery of all services thought leadership marketing content and events
- Develop or contribute to new business opportunities
- Design individual prospect sales strategies and develop growth pipelines
- Resolve client surety and/or vendor accounting issues including fee agreements billing contracts discrepancies and collections
Qualifications
The Requirements
- 5 years of surety related and client management experience
- Surety industry experience including program management of small to large contractors and commercial surety programs
- Customer and relationship management focus
- Strong technical knowledge of product area and industry
- Ability to provide consultation and expert advice to management on risk management issues
- Strong analytical and critical thinking skills
- Excellent verbal and written communication skills
- Interpersonal skills including relationship-building with clients and co-workers
- Negotiation skills including the ability to drive conflict resolution and secure concessions withoutdamaging relationships
- Demonstrate organizational leadership and influence with practice groups COEs and other Willis Towers Watson broking resources
- Ability to work independently and self-motivated
- Ability to work in a team setting
- Ability to multi-task and work in a fast-paced environment
- Strong customer service skills
- Strong presentation skills
- Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by through required Continuing Education. If already licensed must be able to show valid confirmation of current licensing status.
- Surety industry designations preferred but not required (AFSB)
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- 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 Identify 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.
At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote in-person and in-office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
EOE including disability/vets
Employment Type
Full-Time
