Client Relationship Manager

4 weeks ago

New York, New York, United States WTW inc. Full time
Job Summary

The Client Advocate role at WTW Inc. is a critical position that supports client relationship and strategy at the insurance program level. This role works in conjunction with a Senior Relationship Manager on complex and middle market accounts to provide coordinated service and placement to meet the client's insurance and risk management needs.

Key Responsibilities
  • Support client relationship and strategy at the insurance program level
  • Work with Senior Relationship Manager on complex and middle market accounts
  • Provide coordinated service and placement to meet client's insurance and risk management needs
  • Support new business efforts and identify opportunities to maximize profitability of existing clients
  • Retain existing book of business, 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
  • Monitor insurance and risk management needs in collaboration with WTW resources, practice, and industry groups
  • Recommend appropriate solutions throughout the policy term
  • Build and develop market relationships in collaboration with broking and sales
  • Increase profitability of client account and drive retention of that business
  • Engage with sales and broking to understand marketplace changes
  • Design, prepare, negotiate, and deliver fee/compensation agreements to clients
  • Drive 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 service plans, and schedules
  • Ensure Group policy requirements (legal, regulatory & compliance) are met
  • Drive the renewal process to establish and implement the client-specific renewal strategy
Requirements
  • Targeted 4-8 years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities
  • Must maintain required licensing by completing various continuing education activities as needed
  • 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
  • Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships
  • 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
  • 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
  • Effectively advocates for change
  • Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
  • Proficient Microsoft Office skills and familiarity with other relevant online tools
  • Insurance broker's P&C license required
  • Intellectual curiosity to help develop innovative and creative ideas
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

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