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WTW · 1 week ago

Associate Client Advocate (Commercial Insurance)

United States

Full-time

Remote

Mid, Senior Level

$90K/yr - $120K/yr

5+ years exp

WTW is a global leader in insurance and risk management, and they are seeking an Associate Client Advocate to enhance client relationships and support their insurance needs. The ACA will be responsible for client service activities, strategic planning, and ensuring exceptional client experiences through effective communication and collaboration with internal teams.

ConsultingInformation TechnologyInsuranceMedicalService Industry

No H1B

Hiring Manager

Freddina Ho

Responsibilities

Retains existing book of business, develops, and strengthens client relationships

Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience

Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups

Recommend appropriate solutions throughout the policy term (including acquisition due diligence)

Maximizes the profitability of the client account & drives retention of that business

In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting

Collaborates with client teams during Internal and External Strategy Meetings

Engages with sales and broking to understand marketplace changes

Supports the fee/compensation agreement and overall client invoicing processes

Supports defensive RFP responses

Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules

Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients

Ensures all policy requirements (legal, regulatory & compliance) are met

Client-level coordination & management of all service delivery (GSD)

Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations

Gather and receive all client information working in collaboration with the Client Specialist

Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards

Qualification

Commercial Property & Casualty InsuranceRelationship ManagementNegotiation skillsBusiness AcumenInsurance Broker's P&C LicenseProject ManagementFeedback receptivenessMicrosoft OfficePresentation skillsCommunication skillsAdaptabilityCritical thinkingMentoringOrganization skillsCollaborationProblem-solving

Required

Targeted 5+ years of commercial Property & Casualty insurance knowledge/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

Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models

Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs

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

Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace

Knowledge of commercial insurance renewal end-to-end process, steps and owners

Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations

Daily management of work assignments, mentoring, and collaboration with a Client Specialist

Receptive to feedback; critical thinking and problem-solving skills, high adaptability

Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively

Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects

Proficient Microsoft Office skills and familiarity with other relevant online tools

Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed

Preferred

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