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WTW · 4 days ago

Associate Client Advocate

Travelers Tower, Southfield, MI, 48076, US

Full-time

Hybrid

Mid, Senior Level

$90K/yr - $110K/yr

5+ years exp

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. The Associate Client Advocate is responsible for supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Responsibilities

Prepare and facilitate internal strategy meetings, including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan

Partner with Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept, and that meeting outcomes & next steps are finalized at conclusion

Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions

Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages

Design program-level proposal content, and coordinate inputs of information from Broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable

Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable

Oversight of Final Review with Client Manager, as applicable

Develop the allocation methodology and coordinate billing allocations as needed

Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements)

Management and oversight of timely and accurate completion of endorsement and audit requests

Responsibility to review, finalize and deliver retro adjustments

Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues

Provide oversight and guidance and/or complete contract reviews

Oversight and guidance on the open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., Client Advocacy/Stewardship Report and Modification Factor review)

Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients

Qualification

Property & Casualty insuranceClient relationship managementNegotiation skillsInsurance industry designationsProject ManagementMS Office skillsLeadership skillsCommunication skillsProblem solving skills

Required

5 years of large & complex insurance experience in a client facing role

Property & Casualty insurance knowledge required

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 models

Knowledge of commercial insurance renewal end to end process

Strong leadership skills within Servicing function, to include delegation, coaching and mentoring

Demonstrate organizational leadership and influence with matrixed-colleagues like Broking

Able and willing to work a flexible work schedule as agreed

Customer and relationship management focus

Negotiation skills - ability to drive conflict resolution and secure concessions without damaging relationships

Excellent verbal and written communication skills

Problem solving skills, including critical thinking, adaptability and creativity

Project Management skills, including attention to detail, organization, time management, prioritization and decision-making

Basic MS Office skills and familiarity with other relevant online tools

Ability to work independently

Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed

If already licensed, must be able to show valid confirmation of current licensing status

Preferred

Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

Benefits

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 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)

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.