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WTW · 2 months ago

Surety/DIG Client Advocate- Strategy & Growth

8400 Normandale Lake Boulevard, Minneapolis, MN, 55437, US

Full-time

Onsite

Mid Level

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. The Surety & DIG Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives, working closely with client service and broking teams to ensure client needs are met. This role involves managing a book of business, preparing proposals, and maintaining client relationships to optimize service delivery.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Responsibilities

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

Qualification

Client managementProposal preparationAccount managementCross-sellingResearch skillsCommunication skillsProblem-solving

Required