Associate Client Advocate

3 weeks ago

Bloomington, United States WTW Full time

The Role

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.

The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client's insurance and risk management needs. The Associate Client Advocate has a strong connection to the client's business and fundamental understanding of its industry and is the client's primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts.

The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement. Responsibilities include engagement and interaction with internal resources and functions to enable the exceptional client experience.

There is potential to assist and respond to defensive RPFs and attend oral presentations.

In this role there is potential to:

  • Lead an account that:

  • Is not complex/difficult

  • Has revenue on or about $75K or less

  • Is categorized as a middle market account

As an ACA you are expected to have:

  • Basic negotiation skills and demonstrated experience

  • Basic management skills and demonstrated experience

  • Basic project management skills and demonstrated experience

  • Strong presentation skills

  • Ability to adapt to change

As an ACA you have the potential to serve as a mentor, or a partner/ team member or a Team Lead.

This role offers a hybrid working opportunity, with some required office time and travel to client locations.

The Responsibilities

  • Retains existing book of business, develop, and strengthen client relationships

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

  • Depending on account complexity, 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 & drive retention of that business

  • In collaboration with the lead client relationship manager, actively expands existing client relationships and supports new business prospecting 

  • Engages with sales and broking to understand marketplace changes

  • Supports the fee/compensation agreement process

  • Supports defensive RFP responses

  • Supports the creation of the E365 plan and Client Stewardship report

  • Designs and delivers 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, practice, and industry groups to develop and deliver renewal to clients

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

  • Other duties as identified and appropriate

The Requirements

  • Retains existing book of business, develop, and strengthen client relationships

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

  • Depending on account complexity, 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 & drive retention of that business

  • In collaboration with the lead client relationship manager, actively expands existing client relationships and supports new business prospecting 

  • Engages with sales and broking to understand marketplace changes

  • Supports the fee/compensation agreement process

  • Supports defensive RFP responses

  • Supports the creation of the E365 plan and Client Stewardship report

  • Designs and delivers 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, practice, and industry groups to develop and deliver renewal to clients

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

  • Other duties as identified and appropriate

  • Targeted at least 4-6 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 complexity of account, need ability 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 - 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

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

  • Supports CA in advocating 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

  • 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 insurance broker's P&C license and complete various continuing education activities as needed

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

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

EOE, including disability/vets

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