Surety Sr. Client Advocate

4 weeks ago


Philadelphia, United States CareerBuilder Full time

The Surety Sr. 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 youre 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

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

The Role

The Surety Sr. 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. Duties and responsibilities include but are not limited to:

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

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

EEO, including disability/vets
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