Client Advocate Financial Institutions
2 weeks ago
The Client Advocate is responsible for maintaining client relationships within Financial Institutions & Professional Services. The CA role has a strong connection 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. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. 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) Strong project management skills Strong presentation skills An advocate for change As a senior member of the organization, you will have additional responsibility serving as: A mentor to colleagues A Subject Matter Expert for one or more lines of business and/or Industry Vertical and/o This role offers a hybrid working opportunity, with some required office time and travel to client locations. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. The Role Contributes to new business opportunities for new clients and develops business opportunities with existing clients Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership Engages with sales and broking to understand marketplace changes Retains existing book of business and develop and strengthen client relationships - recognized as primary client relationship contact 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 Leads and mentors account team members Maximizes the profitability and retention of their book of business Negotiates, creates, and delivers fee/compensation agreements to clients Informs client's insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules 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. Ensures Group policy requirements (legal, regulatory & compliance) are met Other duties as identified and appropriate to ensure exceptional client experience The Responsibilities 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 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 Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects Effectively 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 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 Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM) Equal Opportunity Employer/Vet/Disability This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
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Client Advocate Financial Institutions
7 days ago
Atlanta, United States Willis Towers Watson Full timeThe Client Advocate is responsible for maintaining client relationships within Financial Institutions & Professional Services. The CA role has a strong connection 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...
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Client Advocate Financial Institutions
2 weeks ago
Atlanta, United States Willis Towers Watson Full timeThe Client Advocate is responsible for maintaining client relationships within Financial Institutions & Professional Services. The CA role has a strong connection the client’s business and a fundamental understanding of its industry. The Client Advocatecontributes to and generates new opportunities with prospects by developing and closing on expanded...
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Client Advocate Financial Institutions
3 weeks ago
Atlanta, United States WTW inc. Full timeThe Client Advocate is responsible for maintaining client relationships within Financial Institutions & Professional Services. The CA role has a strong connection 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...
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Client Advocate Financial Institutions
7 days ago
Atlanta, United States Willis Towers Watson Public Limited Company Full timeContributes to new business opportunities for new clients and develops business opportunities with existing clients Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate Financial, Professional, Advocate, Client Relations, Service, Business Services, Client
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Client Advocate 1
1 week ago
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Client Advocate 1
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Atlanta, United States Bader Scott Injury Lawyers LLC Full timeJob DescriptionJob DescriptionClient Advocate 1 Job DescriptionBader Scott Injury Lawyers is Atlanta's fastest growing Client Centric law firm. We are in the heart of Buckhead in a state-of-the-art headquarters on Peachtree Street N.E. Our firm provides service to metro Atlanta and surrounding cities in Georgia.Bader Scott Injury Law Firm represents both...
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Client Advocate 1
1 week ago
Atlanta, United States Bader Scott Injury Lawyers Full timeClient Advocate 1 Job Description Bader Scott Injury Lawyers is Atlanta's fastest growing Client Centric law firm. We are in the heart of Buckhead in a state-of-the-art headquarters on Peachtree Street N.E. Our firm provides service to metro Atlanta and surrounding cities in Georgia. Bader Scott Injury Law Firm represents both Personal Injury and Worker's...
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Atlanta, United States Bader Scott Injury Lawyers Full timeClient Advocate 1 Job Description Bader Scott Injury Lawyers is Atlanta's fastest growing Client Centric law firm. We are in the heart of Buckhead in a state-of-the-art headquarters on Peachtree Street N.E. Our firm provides service to metro Atlanta and surrounding cities in Georgia. Bader Scott Injury Law Firm represents both Personal Injury and Worker's...
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Atlanta, United States Equifax Full timeThe Customer Success Manager (CSM) - Mid-tier Financial Institutions is an individual contributor responsible for optimizing the customer experience, coordinating post-sales implementation and collaborating with the customer to ensure they are realizing expected value from EFX solutions, as well as driving adoption and retention. This role will leverage...
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Atlanta, United States Creative Financial Staffing Full timeOur client, a leader in its niche with an over 70 year history, is looking for a highly motivated Senior Financial Analyst to join their Atlanta office. Financial Management, Excel, and data analysis experience is required. Reporting to the Controller, this is a role for an ambitious and dynamic Analyst with drive, determination, and the desire to work in a...
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Atlanta, United States Creative Financial Staffing Full timeOur client, a leader in its niche with an over 70 year history, is looking for a highly motivated Senior Financial Analyst to join their Atlanta office. Financial Management, Excel, and data analysis experience is required. Reporting to the Controller, this is a role for an ambitious and dynamic Analyst with drive, determination, and the desire to work in a...
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Atlanta, United States 49 Financial Full timeWho are we looking for?We are looking for personable, sharp, and competitive candidates seeking an entrepreneurial role in the financial services industry as a Financial Professional. Specifically, our team is searching for individuals with the kind of strong interpersonal skills needed to build lasting client relationships as well as the critical thinking...
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