Sr. Surety Client Advocate-Large & Complex
WTW inc.
Description The Sr. 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 The Requirements 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 environment Strong 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 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 #J-18808-Ljbffr
$200k - $225k
...Description The Senior Client Advocate provides strategic relationship management, leveraging deep industry expertise and market insight... ...Excellent written and verbal communication skills; ability to lead complex discussions and presentations. Demonstrated leadership and...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- ...Client Advocate – Immigration Law Maney | Gordon | Zeller, P.A. | Downtown Tampa, FL | Full-Time | In-Office | Bilingual English/Spanish Required WHO WE ARE Maney | Gordon | Zeller, P.A. is one of Florida's most established immigration law firms, with offices in Tampa,...SuggestedFull timeWork at office
$173.3k - $288.9k
...family of companies. The Senior Principal Client Partner is responsible for owning and... ...level relationships across a portfolio of large enterprise clients Serve as the primary... ...services and professional services Lead complex, multi‑SOW, multi‑year engagements from opportunity...SeniorFlexible hours- Simple Higher Ed in Tampa, Florida, is seeking a Client Engagement Specialist responsible for fostering relationships with clients and... ...their experience with our SaaS platform. You will act as an advocate, driving engagement through outreach and ensuring that client needs...Suggested
$21 per hour
National Debt Relief, LLC is seeking a Client Success Agent II to empower clients in taking control of their financial future. This full... ..., strong problem-solving skills, and be comfortable navigating complex scenarios. Salary is $21/hr with performance-based bonuses and...SuggestedRemote jobFull time- ...Sr. Surety Client Service Specialist ~202603249 ~Philadelphia, Pennsylvania, United States ~Hartford, Connecticut, United States ~Phoenix, Arizona, United States ~Miami, Florida, United States ~Dallas, Texas, United States ~Houston, Texas, United States...SeniorFull timeTemporary workWork experience placementWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...leading specialty insurance carrier in Tampa, FL is seeking an experienced Claims Attorney to manage complex excess casualty claims within a collaborative and client-focused environment. This unique role shifts away from adversarial practice and billable hours, offering...Relocation packageShift work
- A respected law firm in Florida is seeking an Estate Planning Attorney to advise on complex wealth transfer planning for high-net-worth clients. Candidates should have 2-5 years of experience in estate planning and a strong technical foundation in wills and trusts. Excellent...
- ...Client Service Account Manager Join our team as a Client Service Account Manager where... ...responsibility for servicing a portfolio of large corporate or financial institution... ...bank partners to manage issues Convey complex ideas and client issues with confidence...SeniorFlexible hours
- Globalelitecareers is seeking dedicated individuals for a work-from-home financial services role aimed at protecting families. This position offers the opportunity to grow with a company that values integrity and personal development. Applicants should possess strong...Remote workWork from home
$21.75 - $44.5 per hour
...shape the future of our industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal role in enabling... ...Monitoring/generating reports, upcoming deadlines or project complexities to flag risks Act as a Technology Champion: ~ Lead...SeniorHourly payContract workWork at officeLocal areaRemote workWorldwideShift work- ...Client Advocate The primary goal of the Client Advocate is to acquire and retain Senior Helpers clients by making them feel valued and important. This is achieved through regular communication and timely responses to their needs and concerns. The Client Advocate will...Work at officeAfternoon shift
- ...estate transactions, strong drafting, and analytical skills. This position offers a collaborative team environment with opportunities to work on complex, high-value transactions. Join a firm that values work/life balance and community involvement. #J-18808-Ljbffr JP-FirmSenior
- Client Engagement Senior Associate, Tax Operations At Crowe, you can build a meaningful and rewarding career. With real flexibility... ...monitoring and generating reports on upcoming deadlines and project complexities to flag risks. Act as a Technology Champion - Lead the...SeniorContract workWork at officeLocal areaShift work
- AO Globe Life is recruiting for a remote-first, nationwide role designed to help families access essential supplemental benefit programs. The position supports flexible scheduling, ongoing training, and long-term growth, with weekly pay and a collaborative team culture....Remote jobWeekly payFlexible hours
- ...reconciliations, and prepare financial statements while assisting clients in streamlining their operations. This role demands strong... ...years of relevant experience in public accounting, preferably at a large firm. Competitive benefits, including healthcare coverage and professional...Senior
$150k - $200k
...cases and make a real impact for injured clients and their families Strong... ...the resources and infrastructure of a large, growing platform Join a team that moves... ...established plaintiff-focused firm known for advocating for clients in complex personal injury and property damage...Full timeWork at officeLocal area- ...experience advising on the tax aspects of complex transactions, including M&A, leveraged... ...oriented approach . This position offers direct client responsibility and regular collaboration... ..., CPA designation , or experience at a large law firm or accounting firm. No portable...Full timeImmediate startRemote work
$185k - $240k
...is widely recognized for its strength in complex litigation, corporate and business law, real... ...for our collaborative culture, deep client relationships, and practical, results-oriented... ...a wide variety of clients in complex, large dollar construction disputes. The ideal candidate...Permanent employmentLocal area$200k - $300k
...of delivery professionals who thrive in complexity and are passionate about making things happen... ...across industries, partnering with clients to navigate ambiguity, align stakeholders... ...Partner to shape, sell, and deliver large-scale transformation initiatives Design...SeniorTemporary workWork at officeLocal area- ...Principal to ensure project quality and performance while mentoring junior staff. This role includes overseeing budgets, maintaining client relationships, and ensuring compliance with environmental regulations. The ideal candidate should possess a bachelor's or master's...Senior
- ...Manager for their Bridge group. The role involves the design of large bridge projects and requires a Bachelor's degree in Civil Engineering... ...of experience in bridge engineering and be adept at managing client relationships, budgets, and staff. Responsibilities include...Senior
- ...litigation experience to handle high-exposure matters for Fortune 500 clients. The role is hands-on, with autonomy from inception through... ...including depositions, motions, client reporting, and managing complex litigation while mentoring junior attorneys. #J-18808-Ljbffr...Senior
$117.9k - $170.25k
A leading engineering consulting firm in Florida seeks a Senior Project Manager to lead high-complexity projects and serve as the primary client contact. The ideal candidate will have a technical degree and 10-15 years of relevant experience, with strong financial management...Senior- ...company in Tampa is seeking a Senior Employee Benefits Account Executive. This role involves enhancing client relationships and managing employee benefits strategies for large accounts. Ideal candidates will have significant experience in account management, particularly...Senior
- ...in Tampa, Florida, seeks a proficient Project Engineer to lead complex engineering projects. Responsibilities include ensuring compliance... ...M2e offers a collaborative environment with strong focus on team development and exceptional client service. #J-18808-Ljbffr M2e-LLSenior
- ...LLC., located in Tampa, FL, is seeking a Senior Analyst to lead client analytics relationships from data architecture to executive... ...analytics experience and strong communication skills, operating largely independently. The ideal candidate will design advanced analytics...SeniorFlexible hours
- ...Manufacturing Co is seeking a Senior Billing Specialist based in Tampa, FL. This position involves processing client bills, researching billing inquiries, and handling complex billing tasks using Aderant software. The ideal candidate will have over 5 years of experience in...Senior
- A leading engineering consulting firm is seeking a Client Service Leader for Water Services to lead client engagement and business development... .... This role requires strong communication skills and a proven track record in managing large-scale projects. #J-18808-Ljbffr CDM SmithSenior
- ...Wealth Management Client Associate Tampa, Florida To proceed with your application, you must be at least 18 years of age. Acknowledge... ...with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience Is...Seasonal workWork at officeWork from homeShift workDay shift
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