Client Advocate - Commercial Insurance (Retail and Distribution)
New Yesterday
The Client Advocate is responsible for maintaining and cultivating client relationships. The Client Advocate role has a strong connection to 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 drive the RFP response process including coordination of key internal stakeholders, work in conjunction with the RFP team on the overall response presentation and participate in or lead the oral presentation. As a Client Advocate are responsible with developing innovative solutions. Client facing responsibilities expected to be 90%.
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
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
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/or
A Team Leader
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
- Location:
- Milwaukee