Client Advocate - Commercial Insurance (Real Estate, Hospitality, & Leisure)

The client advocate is responsible for client relationship and service delivery at the insurance program level, either in conjunction with a producer or independently. The client advocate marshals WTW resources to provide coordinated services and placement to meet the client’s insurance and risk management needs. Because of the CA strong connection to the client’s business and fundamental understanding of its industry this relationship is a business partnership with client decision makers. Through their understanding of the business, the CA identifies cross selling opportunities and maximizes the profitability of the account.  Role is targeted to be engaged in client interaction approximately 70% of the time or higher.

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

The Role

• 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, monitors insurance and risk management needs in collaboration with WTW resources, practice and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
• Build and develop market relationships in collaboration with broking of that business
• In collaboration with producers actively expand existing client relationships and participate in new business prospecting
• Engage with sales and broking to understand marketplace changes
• Design, prepare, negotiate and deliver fee/compensation agreements to clients
• Drives the RFP response process including review identification and coordination of line of business groups and document ownership
• Design and deliver full client presentations/proposals, client advocacy reports, client services plans and scheduled
• Ensure group policy requirements (legal, regulatory & compliance) are met
• Drives 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.

The Responsibilities

• 7+ years of experience in a client-facing role required
• Property & Casualty insurance knowledge/experience 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
• 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
• 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 presentations skills and ability to drive complex/technical conversations
• Receptive to feedback; critical thinking and problem-solving skills high adaptability
• Effective 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 effectively.
• Excellent project management skills; end to end oversight of large complex, ambiguous or multi-dimensional projects
• Basic MS office skills and familiarity with other relevant online tools
• Insurance industry designations preferred but no required (CPCU, ARM, CIC, CRM)