Client Advocate - Commercial Insurance (Retail and Distribution)
New Today
Client Advocate 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, and an advocate for change.
The role as a senior member of the organization includes: serving as a mentor to colleagues, a subject matter expert for one or more lines of business and/or industry vertical, a team leader, contributing to new business opportunities for new clients and developing business opportunities with existing clients, driving the RFP response process, engaging with sales and broking to understand marketplace changes, retaining existing book of business and developing and strengthening client relationships, establishing comprehensive understanding of client's industry, business, and objectives, providing strategic planning and consulting advice to clients, driving creation and delivery of E365 Plan and Client Stewardship report, identifying, engaging, and integrating delivery of all WTW internal resources to deliver on the client experience, leading and mentoring account team members, maximizing the profitability and retention of their book of business, negotiating, creating, and delivering fee/compensation agreements to clients, informing client's insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools, driving design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules, driving the renewal process to establish and implement the client-specific renewal strategy, collaborating with WTW resource, practice, and industry groups to develop and deliver renewal to clients, and ensuring group policy requirements (legal, regulatory & compliance) are met. Other duties as identified and appropriate to ensure exceptional client experience.
The requirements include: targeted 8+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities, ability 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, negotiation skills, business acumen, 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, 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, and insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM).
Compensation and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. The base salary compensation range being offered for this role is $120,000-$140,000 USD per year. This role is also eligible for an annual short-term incentive bonus. WTW provides a competitive benefit package which includes health and welfare benefits, leave benefits, and retirement benefits.
- Location:
- Las Vegas, NV, United States