Associate Client Advocate

3 days ago

Philadelphia, Pennsylvania, United States Willis Towers Watson Full time
Job Description

The Associate Client Advocate (ACA) plays a critical role in delivering exceptional client experiences, leveraging advanced skills in Commercial Property and Casualty Insurance. This position is responsible for a blend of internal delivery activities, supporting client relationships, strategy development, and execution at the insurance program level. The ACA works in conjunction with a Producer and Client Advocate within one of our Industry Vertical Divisions (IVD) or Geographical Divisions.

Key Responsibilities
  • Retain existing book of business, develop, and strengthen client relationships
  • Identify, engage, and integrate delivery of all WTW internal resources to deliver an exceptional client experience
  • Provide direct or supporting strategic planning and consulting advice to clients; monitor 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)
  • Maximize the profitability of the client account & drive retention of that business
  • In collaboration with the Client Advocate, actively expand existing client relationships and support new business prospecting
  • Collaborate with client teams during Internal and External Strategy Meetings
  • Engage with sales and broking to understand marketplace changes
  • Support the fee/compensation agreement and overall client invoicing processes
  • Support defensive RFP responses
  • Aid in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans, and schedules
  • Coordinate the renewal process to establish and implement the client-specific renewal strategy, collaborate with WTW resources and industry groups to develop and deliver renewal to clients
  • Ensure 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
Requirements
  • 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 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
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

EOE, including disability/vets

  • Associate Client Advocate

    3 days ago

    Philadelphia, Pennsylvania, United States Willis Towers Watson Full time

    Job DescriptionThe Associate Client Advocate (ACA) plays a critical role in delivering exceptional client experiences, leveraging advanced skills in Commercial Property and Casualty Insurance. This position is responsible for a blend of internal delivery activities, supporting client relationships, strategy development, and execution at the insurance program...

  • Client Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time

    About the RoleBrown Brothers Harriman is seeking a highly skilled and experienced Client Associate to join our Private Wealth Management team. As a Client Associate, you will play a critical role in providing exceptional service to our high-net-worth clients, working closely with Relationship Managers to deliver tailored solutions and exceed client...

  • Family Advocate Counselor

    4 weeks ago

    Philadelphia, Pennsylvania, United States CORA Services Inc Full time

    Family Advocate CounselorCOR A Services Inc is seeking a highly skilled Family Advocate Counselor to provide counseling services to adolescents, children, and family members. The ideal candidate will have experience in case management services and advocating for clients to ensure they receive appropriate support services.Key Responsibilities:Provide...

  • Patient Advocate

    6 days ago

    Philadelphia, Pennsylvania, United States Jefferson Health Full time

    Job SummaryThe Patient Advocate plays a vital role in ensuring a seamless hospital experience for patients by acting in their best interest. With dignity, respect, and consideration at the forefront, this role operates within an ethical framework, prioritizing patient needs and fostering positive relationships between staff and patients. By proactively...

  • Client Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States Brown Brothers Harriman Full time

    About the RoleBrown Brothers Harriman is seeking a skilled Client Associate to join our Private Wealth Management team. As a key member of our team, you will play a vital role in delivering exceptional client service and supporting the Relationship Manager in managing high-net-worth client relationships.Key ResponsibilitiesRelationship ManagementCollaborate...

  • Client Services Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States BAYADA Home Health Care Full time

    About the RoleBAYADA Home Health Care is seeking a skilled Client Services Associate to join our team in Philadelphia, PA. As a Client Services Associate, you will play a vital role in providing high-quality home health care to our clients.Key ResponsibilitiesDocument and track client information, ensuring accurate and timely data entry.Build and maintain...

  • Patient Advocate

    4 days ago

    Philadelphia, Pennsylvania, United States Med-Metrix Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Patient Advocate to join our team at Med-Metrix. As a Patient Advocate, you will play a critical role in ensuring that patients receive the medical assistance they need to access quality healthcare.Key ResponsibilitiesComplete Medical Assistance Applications for patients who may qualify for...

  • Client Services Associate

    3 days ago

    Philadelphia, Pennsylvania, United States H&P Executive Search Full time

    H&P Executive Search is seeking a skilled Client Services Associate to join their team. This role is a key position in managing and expanding client relationships, particularly within the firm's credit arm.Key Responsibilities:Manage and cultivate relationships with existing clients.Develop new client relationships with a focus on credit opportunities.Track...

  • Client Services Associate

    6 days ago

    Philadelphia, Pennsylvania, United States H&P Executive Search Full time

    H&P Executive Search is seeking a Client Services Associate to join their team. This role will play a key part in managing and expanding client relationships, particularly within the firm's credit arm.Key Responsibilities:Client Relationship Management: Manage and cultivate relationships with existing clients, developing a deep understanding of their needs...

  • Patient Advocate

    2 weeks ago

    Philadelphia, Pennsylvania, United States Med-Metrix Full time

    Job SummaryMed-Metrix is seeking a highly skilled Patient Advocate to join our team. As a Patient Advocate, you will play a critical role in ensuring that patients receive the medical benefits they are entitled to.Key ResponsibilitiesComplete Medical Assistance Applications for patients who may qualify for benefits under the MA Program or other entitlement...

  • Client Services Associate

    2 weeks ago

    Philadelphia, Pennsylvania, United States Atlantic Group Full time

    We are seeking a highly motivated and detail-oriented Client Services Associate to join our team at Atlantic Group. This individual will be responsible for providing exceptional client servicing support to our independent investment advisor team.Key Responsibilities:Prepare and process account opening paperwork and ongoing maintenance on client...

  • Client Support Associate

    1 week ago

    Philadelphia, Pennsylvania, United States KOP Solutions, Inc Full time

    About the RoleWe are seeking a highly motivated and results-driven individual to join our Client Support team as a Client Support Associate. As a key member of our team, you will play a critical role in providing exceptional customer service and support to our clients.Key ResponsibilitiesDevelop and execute customized plans to support sales cycles and drive...

  • Patient Advocate Senior

    5 days ago

    Philadelphia, Pennsylvania, United States Jefferson Health Full time

    Job SummaryThe Patient Advocate plays a vital role in ensuring a seamless hospital experience for patients by acting in their best interest. With dignity, respect, and consideration as core values, the advocate operates within an ethical framework, prioritizing the patient's needs and promoting relationships between staff and patients. This leads to a more...

  • Client Solutions Associate, Philly

    3 weeks ago

    Philadelphia, Pennsylvania, United States GLG Full time

    About the Role:We are seeking recent graduates who have a strong passion for client service to join GLG as an Associate in our Philadelphia office. As a Client Solutions Associate, you will play a critical role in driving our business forward and delivering exceptional client experiences.Key Responsibilities:Supporting team members on client projects and...

  • Patient Advocate

    6 days ago

    Philadelphia, Pennsylvania, United States Jefferson Health Full time

    Job SummaryThe Patient Advocate plays a vital role in ensuring a positive and individualized healthcare experience for patients. This position requires a strong understanding of patients' rights and a commitment to promoting dignity, respect, and consideration.Key ResponsibilitiesInvestigate and manage complaints from patients, families, visitors, and staff...

  • Insurance Defense Counsel

    3 weeks ago

    Philadelphia, Pennsylvania, United States gpac Full time

    Job SummaryWe are seeking an experienced Insurance Defense Attorney to join our team at GPAC. As a key member of our litigation team, you will be responsible for representing clients in insurance defense cases, handling all aspects of litigation from case inception to trial.Key ResponsibilitiesCase Management: Develop and execute case strategy, provide...

  • Client Solutions Associate, Healthcare

    3 days ago

    Philadelphia, Pennsylvania, United States GLG Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Solutions Associate to join our healthcare-focused team in Philadelphia. As a Client Solutions Associate, you will play a critical role in supporting our clients' needs and driving business growth.Key ResponsibilitiesSupport team members on client projects and Network Member...

  • Client Solutions Associate, Philadelphia

    1 week ago

    Philadelphia, Pennsylvania, United States GLG Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Client Solutions Associate to join our team in Philadelphia. As a Client Solutions Associate, you will play a critical role in supporting our clients and experts in delivering high-quality insights and solutions.Key ResponsibilitiesSupport client projects and Network Member engagement by...

  • Patient Advocate Senior

    6 days ago

    Philadelphia, Pennsylvania, United States Jefferson Health Full time

    Job SummaryThe Patient Advocate plays a vital role in ensuring a seamless hospital experience for patients by acting in their best interest.Dignity, respect, and consideration are the cornerstones of patients' rights, and the advocate operates within an ethical framework to promote the patient's interest first and foremost.Key ResponsibilitiesProactively...

  • Senior Client Solutions Associate

    3 weeks ago

    Philadelphia, Pennsylvania, United States GLG Full time

    About the RoleWe are seeking a highly motivated and experienced Client Solutions Associate to join our team at GLG. As a Client Solutions Associate, you will be responsible for delivering exceptional client service and driving business growth through strategic partnerships and solutions.Key ResponsibilitiesClient EngagementDevelop and maintain strong...