Willis Towers Watson

Surety Client Advocate

Posted on Jul 7 30 views Minneapolis, MN


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


 

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

  • 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
  • Ensure Willis Towers Watson
    Excellence Model (WTWEM) compliance is followed

The Requirements
  • 5+
    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
  • Demonstrated
    organizational leadership and influence with practice groups, Centers of
    Excellence (COEs) and other Willis Towers Watson broking resources
  • Ability
    to work independently; self-motivated
  • Ability
    to work in a team setting
  • Ability
    to multi-task and work in a fast-paced environment
  • Solid
    customer service skills
  • Strong
    presentation skills
  • Surety
    industry designations preferred but not required (AFSB)
  • 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.
EOE, including disability/vets