Surety Sr. Client Advocate
Surety Sr. Client Advocate
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Salary Not Disclosed
1 Vacancy
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.
The Surety Client Advocate oversees 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 that the needs of the clients are met or exceeded for all client deliverables. If youre client centric interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management this may be the perfect opportunity for you!
The Role
- Manage a book of business with expectations to grow the book year over year
- Provide direction and client management to both the servicing and broking teams
- Prepare proposals and presentations of appropriate products and services using marketing resources practice groups and other technical specialists
- Research and compile answers to client policy and coverage questions
- Initiate relationships with and communicate with client decision makers and insurer personnel
- Identify compile and manage information regarding account renewal and cross-sell opportunities
- Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
- Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
- Manage all client deliverables and delivery within mandated timeframes
- Develop program design and final proposals for clients
- Resolve client carrier and/or vendor accounting issues including collections discrepancies fee arrangements billing contracts
- Assist in the preparation of client submissions
- Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
- Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation
- Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed
- Accountable for Monthly Accounts Receivable review/collection
- Maintain accurate client data base and sales pipeline
Qualifications
The Requirements
- 10 years of commercial property and casualty client management experience .
- Proven insurance industry experience related to servicing middle market and large risk managed accounts
- RIBO License Required
- Knowledge of Insurance and/or Brokerage business CIP and CRM designations preferred
- Strong technical knowledge of product area and industry
- Ability to provide consultation and expert advice to management on risk management issues
- Ability to focus on delivering exceptional cline service while working in a fast paced high volume environment with minimal supervision
- Strong analytical and critical thinking skills
- Excellent verbal and written communication skills
- Interpersonal skills including relationship-building skills with clients and co-workers
- 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
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified
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.
EOE including disability/vets
Required Experience:
Senior IC
Employment Type
Full-Time
