Sr. Surety Client Advocate

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

Description

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 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!

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.

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.

EOE, including disability/vets