About this opportunity
Willis Towers Watson lists this Sr. Surety Client Advocate opportunity in charlotte, North Carolina. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Job-ID:
Category: Client Relationship Management
Location: Pittsburgh, PA, United States; Philadelphia, PA, United States; Charlotte, NC, United States; Tempe, AZ, United States; Dallas, TX, United States; Houston, TX, United States; Atlanta, GA, United States
Schedule: Full time
Posted:
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. Please speak to your recruiter to discuss more.
EOE, including disability/vets
Responsibilities
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Worksite address
charlotte, NC, 28296, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.