Job DescriptionThe 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 client advocate arranges WTW resources to provide coordinated service and placement to meet the client's insurance and risk management needs. A Senior Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned. An SCA 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 Senior Client Advocate (SCA) is responsible for maximizing revenue from existing clients. Needs to be comfortable "upselling" the client and growing the account. The SCA 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
The Role- 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 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
- 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 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
QualificationsThe Requirements- Targeted 8-10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate/Energy.
- 8-10 years of Broking experience in Casualty lines
- Knowledge of commercial insurance renewal end-to-end process steps and owners.
- Experience with management and technical oversight of Large MBR programs and complex property schedules is required
- 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.
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.
Company Benefits (US locations)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), 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 (Washington State only)
- Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
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.
