Client Advocate

The Client Advocate is responsible for maintaining and cultivating client relationships.
The Client Advocate role has a strong connection to the client's 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 drive the RFP response process including coordination of key internal stakeholders, work in conjunction with the RFP team on the overall response presentation and participate in or lead the oral presentation.As a Client Advocate are responsible with developing innovative solutions.
Client facing responsibilities expected to be 90%.
A Client Advocate (CA) will need to have:Strong negotiation skillsStrong management skills (mentoring and leading ACAs)Strong project management skillsStrong presentation skillsAn advocate for changeNote: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The RoleAs a senior member of the organization, you will have additional responsibility serving as:A mentor to colleaguesA Subject Matter Expert for one or more lines of business and/or Industry Vertical and/orA Team LeaderContributes to new business opportunities for new clients and develops business opportunities with existing clientsDrives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownershipEngages with sales and broking to understand marketplace changesRetains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contactEstablishes comprehensive understanding of client's industry, business, and objectivesProvides 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 reportIdentifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experienceLeads and mentors account team membersMaximizes the profitability and retention of their book of businessNegotiates, creates, and delivers fee/compensation agreements to clientsInforms client's insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical toolsDrives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedulesDrives 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 metOther duties as identified and appropriate to ensure exceptional client experienceQualificationsThe RequirementsTargeted 8+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilitiesAble 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 modelsRelationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolutionNegotiation 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 relationshipsBusiness Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplaceKnowledge of commercial insurance renewal end-to-end process, steps and ownersExcellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversationsExcellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projectsEffectively 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 effectivelyReceptive to feedback; critical thinking and problem-solving skills, high adaptabilityIntellectual curiosity to help develop innovative and creative ideasProficient Microsoft Office skills and familiarity with other relevant online toolsMust achieve and maintain insurance brokers P&C license and complete various continuing education activities as neededInsurance 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 sufficient/appropriate candidate slate has been identified.Compensation and BenefitsBase 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.CompensationThe base salary compensation range being offered for this role is $120,000-$140,000 USDper year.This role is also eligible for an annual short-term incentive bonus.Company BenefitsWTW 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).
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
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