Surety DIG Client Relationship Manager

The Surety & DIG Client Relationship Manager 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 team including Broking, Claims and Technical Services to ensure that the needs of the clients are met or exceeded for all client deliverables. If you’re 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! 

This role is open to candidates based in the US and Canada.

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

The Role

• Manage a book of business, with expectations to retain year over year while absorbing new business to support growth
• Prepare proposals, presentations and other client deliverables throughout the lifecycle of a program and based on client’s training needs/requests
• Coordinate with senior team members to 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
• Coordinate with Broking to 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
• 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
• Participate in renewal meetings to 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