Senior Surety Client Success Leader

Willis Towers Watson; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 110,000 - 160,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid holidays and paid time off

401(k) retirement plan contributions

Job summary

Willis Towers Watson in the United States is seeking a Surety Client Advocate to oversee all account management activities, driving client service, retention, and sales objectives. You will collaborate with client service and broking teams to meet client needs and maximize coverage, while delivering compelling proposals and managing relationships with decision makers and insurers.

The role focuses on growing a book of business, guiding servicing and broking teams, and ensuring timely delivery of

Qualifications

• 10+ years of commercial property and casualty client management experience.
• Proven insurance industry experience servicing middle market and large risk accounts.
• RIBO license required.
• CIP and CRM designations preferred.
• Strong technical knowledge of product area and industry.
• Ability to provide consultation and expert risk management advice to management.
• Deliver exceptional client service in a fast-paced, high-volume environment.
• Strong analytical and critical thinking skills.
• Excellent verbal and written communication skills.
• Interpersonal skills and relationship-building with clients and colleagues.
• Ability to work independently and in a team.

Responsibilities

• Manage a book of business and grow it year over year.
• Provide direction to servicing and broking teams.
• Prepare proposals and presentations using marketing resources.
• Research and answer client policy questions.
• Initiate relationships with client decision makers and insurers.
• Identify renewal and cross-sell opportunities.
• Maintain client deliverables within timeframes.
• Develop program design and final proposals.
• Resolve billing and account issues with carriers and vendors.
• Support client submissions and maintain files.
• Review renewals and obtain Consent to Bind/Consent to Compensation.
• Ensure compliance with Willis Towers Watson Excellence Model.
• Manage monthly accounts receivable.
• Maintain accurate client data and sales pipeline.

Skills

Client management

Communication

Risk management knowledge

Consultation/advice

Cross-functional collaboration

Analytical thinking

Education

RIBO license required

Job description

Willis Towers Watson in the United States is seeking a Surety Client Advocate to oversee all account management activities, driving client service, retention, and sales objectives. You will collaborate with client service and broking teams to meet client needs and maximize coverage, while delivering compelling proposals and managing relationships with decision makers and insurers.

The role focuses on growing a book of business, guiding servicing and broking teams, and ensuring timely delivery of