Client Advocate

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 clients 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.

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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):

• Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program) medical (including prescription drug coverage and fertility benefits) dental vision Health Savings Account Commuter Accounts Health Care and Dependent Care Flexible Spending Accounts company-paid life insurance supplemental life insurance AD&D group accident group critical illness group legal identify theft protection wellbeing program adoption assistance surrogacy assistance auto/home insurance pet insurance and other work/life resources
• Leave Benefits: Paid holidays annual paid time off (includes state/local paid leave where required) company-paid disability (short-term and 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.

EOE including disability/vets