The Client Advocate is responsible for providing strategic relationship management and consultative services to our clients. The Client Advocate is responsible for marshalling WTW resources to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverage skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
Retain existing book of business; develop and strengthen client relationships.
Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
Provide strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules.
Increase (maximize) the profitability of the client account and ensure retention of that business over time.
Engage with Sales and Broking to understand marketplace changes.
Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines.
Conduct contract reviews to ensure alignment of obligations.
Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
Serve as a mentor to Client Advocates & Account teams.
The Requirements
Targeted 5+ years of commercial Property & Casualty insurance experience in a client-facing role
Knowledge of commercial insurance renewal end-to-end process steps and owners
Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution.
Able to interpret, analyze and present models.
Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations.
Effectively advocates for change. Provides encouragement, takes control of team projects.
leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects.
Competency in Microsoft Word, PowerPoint, and Excel
Insurance P&C License required.
Travel required.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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.
EOE, including disability/vets
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