Sr. Surety Client Advocate-Large & Complex
WTW
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 WTW
$90k - $120k
...Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague... ...consultation Depending on the complexity of accountability to understand, interpret... ...the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional...SuggestedTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours$200k - $225k
Description The Senior Client Advocate provides strategic relationship management, leveraging deep industry expertise and market insight to... ...written and verbal communication skills; ability to lead complex discussions and presentations. Demonstrated leadership and ability...SeniorTemporary workLocal areaVisa sponsorshipWork visaFlexible hours- ...will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training,... ...management and professional liability, cyber, crime insurance, and surety bonds to or on behalf of businesses of all sizes. The BSI Claim...SeniorFull timeContract workWork experience placementFor subcontractorWork at officeLocal area
- Do you love managing a large portfolio of clients? If so, come join our team as a Client Service Account Manager where you will have direct responsibility... ...in product enhancements and service delivery plans Convey complex ideas and client issues with confidence Adhere to and...SeniorFlexible 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
$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...Remote jobFull time$109.44k - $164.16k
...440.00 - $164,160.00Category: LegalCompany: CitiAs part of the Client Solutions Team within Citi’s Services Legal department, the Assistant... ..., including about cross-border contractsMonitors management of complex transactions, escalating to appropriate internal stakeholders...Full time- 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...
$105k - $115k
..., your work contributes to complex, global legal outcomes. You... ...Description:Job Summary:The Sr. Project Manager of Client Services serves as a key... ...environment. This role supports large-scale legal services... ...Acts as a trusted advisor and advocate for client success.Supports...SeniorFull timeLocal areaWork visa$8k
...you'll leverage your expertise to solve complex business challenges and create significant... ...repayments, or a combination of both.Engage your clients with Verizon's Velocity Selling... ...challenging sales targets.Experience developing large multinational and Fortune 500 account...SeniorFull timeTemporary workPart timeWork experience placementShift work$130.36k - $186.25k
....Position PurposeRLI's Commercial Surety team is looking for an Underwriter... ...Southeast territory. We are open to a Sr. Underwriter, Manager, or Director... ...the company externally and advocate internally.Analytical skills to assess complex risks and inform pricing, coverage...SeniorFull timeWork at officeLocal areaFlexible hours- ...Dental insurance Opportunity for advancement Training & development Vision insurance Wellness resources Client Advocate Job Description Goal: The primary goal of the Client Advocate is to acquire and retain Senior Helpers clients by...Work at officeAfternoon shift
- ...About Us: Hippocratic AI is developing the first safety-focused Large Language Model (LLM) for healthcare. Our mission is to dramatically... ...strategic customer success responsibilities, ensuring that our clients achieve measurable outcomes through Hippocratic AI’s innovative...Work at officeLocal areaRemote workRelocation
$136k - $210k
...or commercial law experience with a combination of large law firms and/or in‑house pharmaceutical experience... ...communication skills, with the ability to synthesize complex legal issues into essential elements for clients across the organization with different goals and...SeniorContract workWork at officeLocal area- Moffatt & Nichol specializes in large complex waterfront infrastructure projects and is recognized as one of the worldwide leaders in this... ...field. We are actively looking for a Program Director / Senior Client Manager with prior waterfront experience in our Tampa, FL...SeniorContract workFor contractorsWork at officeLocal areaWorldwide
- ...metal packaging solutions and products. Our clients are some of the largest and most... ...affecting Crown’s businesses, translating complex laws and regulations into practical advice... ...bar.3+ years of experience at a mid- or large-size law firm and/or comparable in-house...Full timeWork experience placementWork at office
$10k
...services to both institutions and private clients across the US, UK, Europe, Canada,... ...regulations globallyConduct legal analysis of complex topics and translating this analysis into... ...least 3 years of experience at a mid to large sized law firmSkill in effectively balancing...Work at officeWork from home- ...this role. Duties Advise on tax aspects of complex transactions, including mergers and... ...regularly with deal teams and assume direct client responsibility. Requirements Substantial... ...business-oriented approach. Experience at a large law firm or accounting firm preferred....Immediate startRemote work
- Freese and Nichols is looking for Sr. Water Reuse Engineer -... ...based systemsDirect and supervise complex studies and investigations... ...treatment and reuseCoordinate with clients, project teams, and regulators... ...or technical leader on large, complex projects About Freese...SeniorFull timeLocal areaRemote workFlexible hours
$120k - $170k
...self-insureds, giving you a steady flow of complex, defense-side matters. 3. Trial and... ...growth-oriented culture - Work with a large team of defense-side litigators, including... ...associates in strategy, case management, and client communication, within a culture that...Work at officeLocal area- ...candidate will work closely with Construction partners handling complex, large-dollar disputes. The ideal candidate will enjoy the courtroom... ...independently, and gain meaningful responsibility, client interaction, and trial exposure within a respected firm. #J-18...
$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$120k - $180k
...two decades. Serving a diverse client base throughout the... ...guidance and representation in complex commercial litigation, construction... ...excellence in construction, surety, and commercial litigation, and... ...litigation strategies and advocate for clients in court or ADR settings...Contract workFor contractorsLocal area$190k - $240k
...Litigation Practice Group. The associate will work closely with the Construction partners who represent a wide variety of clients in complex, large dollar construction disputes. The ideal candidate will love being in the courtroom and have the ability to cover hearings...- ...President & Head of Client Partnerships | Expert Search in Property, Casualty & Professional... ...responsible for the direct management of complex excess casualty claims, with exposure to... ...brokers, and outside counsel. Preparing large loss reports and presenting to senior...Private practiceRelocation package
- Freese and Nichols is looking for Sr. Project Manager - Water... ...include off-channel reservoirs, large detention basins, stormwater detention... ...presence through strong client relationships and project... ...construction supportDirect and supervise complex studies and investigations,...SeniorFull timeLocal areaRemote workFlexible hours
- ...Overview: The Financial Analyst Sr. will lead the analytical,... ...support initiatives for both the client and the internal team. This... ...Analyst will perform and advise on complex budget queries and spreadsheet... ..., manipulate, and interpret large financial datasets to identify...SeniorFull time
- ...line of defense against insurance companies, large corporations or defective goods. From attorneys in all 50 states, to client support staff, creative marketing to operations... ...venues. This is role is working in our Complex Litigation practice group, based in any Tampa...Full timeWork at officeLocal area
- ...Job Overview Merrill Wealth Management provides client service support for one or more Financial Advisors (FAs), focusing on enterprise... ...with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience. Comfortable...Seasonal workWork from homeShift workDay shift
$116k - $229.1k
...to deliver lasting results for our clients. By working closely with CFOs, CIOs... ...ll doAs a Workday Adaptive Planning Sr Consultant, you will team with... ...of value. Clients consist mostly of Large Enterprise organizations with complex Workday implementations.Sr Consultants...SeniorLocal area
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