The Surety Sr. 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. Duties and responsibilities include but are not limited to: Manage a book of business, with expectations to grow the book year over year Provide direction and client manage... more details
The Surety Sr. 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 you’re 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!
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
The Surety Sr. 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. Duties and responsibilities include but are not limited to:
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
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
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