Surety Sr. Client Advocate

Willis Towers Watson; Atlanta (GA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Retirement Benefits

Paid Time Off

Job summary

WTW is seeking a Surety Client Advocate to oversee account management and achieve client service, retention, and sales objectives. This role involves managing client relationships, providing exceptional service, and leading the account team.

The ideal candidate should have over 10 years of surety industry experience, strong organizational and communication skills, and the ability to work independently. A competitive benefits package is provided, including health insurance and a retirement plan.

Qualifications

• 10+ years of surety related and client management experience.
• Strong technical knowledge of product area and industry.
• Must successfully complete appropriate licensing exam(s).

Responsibilities

• Oversee all account management activities to meet client service objectives.
• Manage a book of business and grow it year-over-year.
• Lead and mentor account team members.

Skills

Client management

Surety industry experience

Analytical skills

Negotiation skills

Communication skills

Organizational skills

Education

Surety industry designations (preferred)

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 the needs of the clients are met or exceeded for all client deliverables.

The Role

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

• Establish comprehensive understanding of client’s businesses and objectives
• Provide continuous, exceptional client service
• Manage a book of business, with expectations to grow the book year-over-year
• Build and maintain client relationships; communicate with client decision makers and surety personnel
• Develop program design and negotiate terms and conditions for clients
• Assist in the preparation of client submissions
• Identify and engage expert resources
• Identify, compile and manage information regarding account renewal and cross-sell opportunities
• Review contracts and bond forms to ensure alignment of obligations
• Lead pricing and client profitability efforts
• Manage all client deliverables and delivery within mandated timeframes
• Lead and mentor account team members
• Provide direction and client management to both the servicing and broking teams
• Maintain regular contact with existing clients to ensure quality service is being delivered; accountable for client retention
• Responsible for coordination/ oversight / delivery of all services, thought leadership, marketing content and events
• Develop or contribute to new business opportunities
• Design individual prospect sales strategies and develop growth pipelines
• Resolve client, surety and/or vendor accounting issues, including fee agreements, billing contracts, discrepancies and collections

Qualifications

• 10+ years of surety related and client management experience
• Surety industry experience including program management of small to large contractors and commercial surety programs
• Strong technical knowledge of product area and industry
• Ability to provide consultation and expert advice to management on risk management issues
• Customer and relationship management focus
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Interpersonal skills, including relationship-building with clients and co-workers
• Negotiation skills including the ability to drive conflict resolution and secure concessions without damaging relationships
• Demonstrate organizational leadership and influence with practice groups, COEs and other Willis Towers Watson broking resources
• Ability to work independently and self-motivated
• Ability to work in a team setting
• Ability to multi-task and work in a fast-paced environmentStrong customer service skills
• Strong presentation skills
• Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by through required Continuing Education. If already licensed, must be able to show valid confirmation of current licensing status.
• Surety industry designations preferred but not required (AFSB)

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.