Surety Sr. Client Advocate

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.

TheRole 

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