Client Advocate Healthcare & Life Science
Client Advocate Healthcare & Life Science
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Salary Not Disclosed
1 Vacancy
Job Description
The Client Advocate is responsible for maintaining client relationships. The CA role has a strong connection to the clients business and a fundamental understanding of its industry. The Client Advocatecontributes to and generates new opportunities with prospects by developing and closing on expanded business services products and solutions with existing clients. Client Advocates assist in responding to RFPs oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions.
A Client Advocate (CA) will need to have:
- Strong negotiation skills
- Strong management skills (mentoring and leading ACAs)
- Strong project management skills
- Strong presentation skills
- An advocate for change
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 and/or Industry Vertical and/or
- A Team Leader
This role offers a hybrid working opportunity with some required office time and travel to client locations.
The Role:
- Contributes to new business opportunities for new clients and develops business opportunities with existing clients
- Drives the RFP response process including review identification and coordination of resources and expertise required and ultimate document ownership
- Engages with sales and broking to understand marketplace changes
- Retains existing book of business and develop and strengthen client relationships recognized as primary client relationship contact
- Establishes comprehensive understanding of clients 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 clients 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 and schedules
- 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 Responsibilities:
- Targeted 10 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 theability to drive conflict resolution and secure concessions mitigating injury to client relationships
- 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
- 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 multi-dimensional 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)
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).
This role is also eligible for an annual short-term incentive bonus.
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 state/local paid leave where required) Short-Term Disability Long-Term Disability Other Leaves (e.g. Bereavement FMLA ADA Jury Duty Military Leave and Parental and Adoption Leave) Paid Time Off (only included for Washington roles)
- Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans eligibility requirements.
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.
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 in-person and in-office interactions dependent on the needs of the team role and clients. Our flexibility is rooted in trust and hybrid is not a one-size-fits-all 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 location-based arrangements. Please speak to your recruiter to discuss more.
EOE including disability/vets
Employment Type
Full-Time
