Senior Surety Client Advocate — Hybrid & Growth Lead

WTW group; Dallas (TX); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health & Welfare Benefits

Paid time off

Retirement benefits

Job summary

WTW is seeking a seasoned Surety Client Advocate in the Dallas area. The role focuses on managing a book of business, growing client relationships, and delivering high-quality service with cross-functional teams.

You will coordinate proposals, respond to policy questions, and pursue renewal opportunities while ensuring timely delivery of client deliverables. The ideal candidate has 10+ years in commercial property and casualty client management, a RIBO license, and strong communication and

Qualifications

• 10+ years of commercial property and casualty client management experience.
• Proven experience servicing middle market and large risk managed accounts.
• RIBO License required; CIP/CRM designations preferred.

Responsibilities

• Manage a book of business and grow it year over year.
• Provide direction to servicing and broking teams.
• Prepare proposals and presentations using resources.
• Research and answer client policy and coverage questions.
• Initiate relationships with client decision makers and insurer personnel.
• Identify renewal and cross-sell opportunities.
• Maintain client retention by regular contact and quality service.
• Manage policy changes and tailor endorsements for coverage.
• Oversee client deliverables and deadlines.
• Develop program designs and final proposals for clients.
• Resolve accounting issues with carriers and vendors.

Skills

Client management

Communication

Relationship management

Multi-tasking

Analytical skills

Presentation skills

Team collaboration

Education

RIBO License Required

CIP designation preferred

CRM designation preferred

Job description

WTW is seeking a seasoned Surety Client Advocate in the Dallas area. The role focuses on managing a book of business, growing client relationships, and delivering high-quality service with cross-functional teams.

You will coordinate proposals, respond to policy questions, and pursue renewal opportunities while ensuring timely delivery of client deliverables. The ideal candidate has 10+ years in commercial property and casualty client management, a RIBO license, and strong communication and