Willis Towers Watson

Senior Client Advocate

Willis Towers Watson$200K — $225K *
US-AnywhereRemote in Dallas, TX
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years in commercial Property & Casualty insurance, client-facing
  • 8-10 years broking experience in Casualty lines
  • Familiarity with the insurance renewal process
  • Experience managing Large Master Builders Risk programs
  • Understanding of coverage forms for program design and coverage gaps
  • Strong negotiation skills for complex deals
  • Excellent communication and presentation abilities

Responsibilities

  • Retain and strengthen existing client relationships
  • Integrate WTW resources to enhance client experience
  • Provide strategic planning and risk management consulting
  • Recommend solutions throughout the policy lifecycle
  • Negotiate and deliver client fee agreements
  • Create client presentations and service plans
  • Enhance profitability of client accounts by maximization and retention

Benefits

  • Comprehensive health benefits: medical, dental, vision
  • Paid time off, holidays, and various leaves
  • 401(k) with contributory pension plan
  • Employee assistance and wellbeing programs
  • Flexible working arrangements available
Full Job Description
Job Description

The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk. This position will also create strategies and execute the placement of casualty lines of business for both primary and excess policies.

The Role

The Senior Client Advocate is responsible for providing strategic relationship management, placement casualty lines, and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client's insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced 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.

Duties include but are not limited to:
  • 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; monitor 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.
  • Create project risk profiles and prepare marketing materials for underwriting and placement of casualty coverages in the marketplace (Primary and excess for practice and projects)
  • Facilitate binding of broadest available coverage in alignment with the risk profile.
  • 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.
  • Provide strategic design and lead resources to manage large property and Master Builders Risk programs along with large complex project coverage.
  • 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.


Qualifications

The Requirements
  • Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate.
  • 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.
  • Travel 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.

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 $200,000 - $225,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.

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.

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.

About Willis Towers Watson

Willis Towers Watson is a global insurance and risk management company that provides a range of services to clients in more than 140 countries. The company was formed in 2016 through the merger of Willis Group Holdings and Towers Watson & Co. Willis Towers Watson offers a range of insurance products, including property and casualty insurance, life insurance, and health insurance. The company also provides risk management and consulting services, including actuarial services, investment consulting, and human capital consulting. Willis Towers Watson is known for its expertise in risk management and its ability to help clients navigate complex insurance and regulatory environments.
Learn more about Willis Towers Watson
Size
46,000 employees
Market Cap
$26.2 billion
Industry
Net Income
$996 million
Founded
1828
5 Year Trend
+2.7%
Revenue
$9.3 billion
NASDAQ

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