Client Advocate

Description:

The Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The CA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned. An CA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Client Advocate (CA) is responsible for maximizing revenue from existing clients. Needs to be comfortable “upselling” the client and growing the account. The CA will lead RFPs, oral presentations and pitches. As a senior member of the organization, you will have additional responsibility serving as:

A mentor to colleagues
A Subject Matter Expert for one or more lines of business
A Team Leader

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

The Responsibilities

Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
Contributes to new business opportunities for new clients and develops business opportunities with existingclients
Drives the RFP response process, including review, identification, and coordination of resources andexpertise required, and ultimate document ownership
Engages with sales and broking to understand marketplace changes
Establishes comprehensive understanding of client’s industry, business, and objectives
Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
Drives creation and delivery of E365 Plan and Client Stewardship report
Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
Leads and mentors account team members
Maximizes the profitability and retention of their book of business
Negotiates, creates, and delivers fee/compensation agreements to clients
Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans andschedules
Drives the renewal process to establish and implement the client-specific renewal strategy. Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
Ensures Group policy requirements (legal, regulatory & compliance) are met
Other duties as identified and appropriate to ensure exceptional client experience

Qualifications

The Requirements

Targeted 5+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities
Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
Ability to interpret, analyze, and present analytical models
Relationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution
Negotiation skills: Ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals and the ability to drive conflict resolution
Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
Knowledge of commercial insurance renewal end-to-end process, steps and owners
Business development skills
Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multidimensional projects
Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
Intellectual curiosity to help develop innovative and creative ideas
Proficient Microsoft Office skills and familiarity with other relevant online tools
Must achieve and maintain insurance brokers P&C license and complete various continuing education activities as needed
Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)