DescriptionThe Associate Client Advocate (ACA)clientfacing functions utilizing the colleagues advanced skills in Commercial Property and Casualty Insurance and isresponsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships strategy development and at the insurance program level. This role works in conjunction with a Producer and Client Advocate within one of our Industry Vertical Divisions (IVD) or Geographical Divisions.
- Retail & Distribution
- Financial Institutions
- Professional Services
- Healthcare and Life Sciences
- Construction
- Public Sector & Education
- Technology Media & Telecom
- Transportation & Logistics
- Real Estate Hospitality & Leisure
- Global Natural Resources
The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service escalation and placement to meet the clients insurance and risk management needs. The ACA has a strong connection to the clients business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes design and deliver client presentations/proposals assist and respond to defensive RFPs and attend oral presentations where required.
As an ACA you are expected to have:
- Basic negotiation skills and demonstrated experience
- Basic account management skills and demonstrated experience
- Basic project management skills and demonstrated experience
- Strong presentation skills
- Ability to adapt to change
- Solid organization skills
- Ability to mentor a Client Specialist colleague
As an ACA you have the potential to serve as a mentor to other ACAs a partner/ team member for others within your IVD or an ACA Leader.
Note: Employmentbased nonimmigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- Retains existing book of business develops and strengthens client relationships
- Identifies engages and integrates delivery of all WTW internal resources to deliver an exceptional client experience
- Provides direct or supporting 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 term (including acquisition due diligence)
- Maximizes the profitability of the client account & drives retention of that business
- In collaboration with the Client Advocate actively expands existing client relationships and supports new business prospecting
- Collaborates with client teams during Internal and External Strategy Meetings
- Engages with sales and broking to understand marketplace changes
- Supports the fee/compensation agreement and overall client invoicingprocesses
- Supports defensive RFP responses
- Aids in the design and delivery of full client presentations/proposals client advocacy reports client service plans and schedules
- Coordinates the renewal process to establish and implement the clientspecific renewal strategy collaborates with WTW resources and industry groups to develop and deliver renewal to clients
- Ensures all policy requirements (legal regulatory & compliance) are met
- Clientlevel coordination & management of all service delivery (GSD)
- Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
- Gather and receiveall client information working in collaboration with the Client Specialist
- Responsible forcoordinationof all service delivery activities such as audits completing second pair of eyes review on policies resolving all accounting issues managing aged receivables and bad debt surplus lines affidavits issuance of client invoicing and certificatesof insurance and auto identification cards.
QualificationsThe Requirements
- Targeted at least 46 years of commercial Property & Casualty insurance knowledge/experience in a clientfacing 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
- Depending on the complexity of accountability to understand interpret analyze and/or present analytical models
- Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
- Negotiation skills the ability to drive conflict resolution and secure concessions without damaging relationships.
- Business Acumen; knowledge of strategy tactics and solutions for the client and/or in the marketplace
- Knowledge of commercial insurance renewal endtoend process steps and owners
- Excellent verbal and written communication skills; group presentation skills ability to drive complex/technical conversations
- Daily management of work assignments mentoring and collaboration with a Client Specialist
- Receptive to feedback; critical thinking and problemsolving skills high adaptability
- Supports Client Advocate (CA) inadvocating for change. Provides encouragement takes control of client deliverables and team projects leads key delivery areas collaborates with internal/external stakeholders and provides clear guidance to ensure others fulfill roles effectively
- Strong project management skills: Support the CA in endtoend oversight of large complex ambiguous or multidimensional projects
- Proficient Microsoft Office skills and familiarity with other relevant online tools
- Must achieve and maintain an active 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)
This position will remain posted for a minimum of three business days from the date posted or until a 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 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).
Compensation
The base salary compensation range being offered for this role is $90000 $120000 USD per year. This role is also eligible for an annual shortterm incentive bonus.
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- Health and Welfare Benefits:Medical (including prescription coverage) Dental Vision Health Savings Account Commuter Account Health Care and Dependent Care Flexible Spending Accounts Group Accident Group Critical Illness Life Insurance AD&D Group Legal Identify Theft Protection Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
- Leave Benefits:Paid Holidays Annual Paid Time Off (includes paid state/local paid leave where required) ShortTerm Disability LongTerm Disability Other Leaves (e.g. Bereavement FMLA ADA Jury Duty Military Leave and Parental and Adoption Leave)Paid Time Off
- Retirement Benefits:Contributory Pension Plan and Savings Plan 401k). All Level 38 and more senior roles may also be eligible for nonqualified Deferred Compensation and Deferred Savings Plans.
At WTW we trust you to know your work and the people tools and environment you need to be successful. The majority of our colleagues work in a hybrid style with a mix of remote inperson and inoffice interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a onesizefitsall solution.
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as locationbased arrangements. Please speak to your recruiter to discuss more.
EOE including disability/vets
Required Experience:
IC