RIBO Licensed Surety Advocate
Job Summary
To support strategic client service and retention goals, the full-time Sr. Surety Client Advocate will manage a book of business, provide direction to client servicing and broking teams, and prepare proposals while ensuring exceptional client deliverables across various locations.
Key responsibilities
- Manage and grow a portfolio of clients, ensuring quality service and retention
- Prepare and present proposals for appropriate products and services to clients
- Research client policy questions and manage account renewal and cross-sell opportunities
Required qualifications
- 10+ years of experience in commercial property and casualty client management
- RIBO License required
- Proven experience in servicing middle market and large risk managed accounts
- Knowledge of insurance and/or brokerage business; CIP and CRM designations preferred
- Strong technical knowledge of the product area and industry
Complete Job Description
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