Client Advocate

The Role

The Client Advocate is responsible for maintaining client relationships. The CA role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. 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) & coordinating with brokers
• Strong project management skills
• Strong presentation skills

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Responsibilities

• Retains a complex book of business while developing and strengthening client relationships.
• Contributes to new business opportunities for new clients and develops business opportunities with existing clients
• 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
• Maximizes the profitability and retention of their book of business
• Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
• This role offers a hybrid working opportunity, with some required in-office time and travel to client locations required.

The Requirements

• 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 the ability 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
• 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
• 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

Company Benefits

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).

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.

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