Associate Client Advocate

About the Role

The Associate Client Advocate (ACA) supports the client relationship and strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts, or leads the client relationship and strategy on Middle Market house accounts. The ACA coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs, serving as the client’s primary contact for ongoing insurance needs. The role focuses on delivering an exceptional client experience through direct client engagement and collaboration with internal resources.

There is potential to lead an account that:

• Is not complex or difficult
• Has revenue of approximately $75K or less
• Is categorized as a middle market account

As an ACA, you are expected to demonstrate:

• Basic negotiation, management, and project management skills
• Strong presentation skills
• Ability to adapt to change

The role may also involve serving as a mentor, partner, team member, or Team Lead.

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, depending on account complexity; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups
• Recommend appropriate solutions throughout the policy term, including acquisition due diligence
• Maximize the profitability of the client account and drive retention of that business
• Actively expand existing client relationships and support new business prospecting in collaboration with the lead client relationship manager
• Engage with sales and broking to understand marketplace changes
• Support the fee/compensation agreement process
• Support defensive RFP responses
• Support the creation of the E365 plan and Client Stewardship report
• Design and deliver 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, practice, and industry groups to develop and deliver renewals to clients
• Ensure Group policy requirements (legal, regulatory, and compliance) are met
• Perform other duties as identified and appropriate

Requirements

• At least 4-6 years of commercial Property & Casualty insurance knowledge/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, identification of coverage gaps, and ongoing coverage consultation
• Relationship management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
• Negotiation skills: 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 the commercial insurance renewal end-to-end process, steps, and owners
• Excellent verbal and written communication skills; group presentation skills and ability to drive complex/technical conversations
• Receptive to feedback; critical thinking and problem-solving skills; high adaptability
• Ability to support the CA in advocating for change, provide encouragement, take control of team projects, lead key work areas, collaborate with others, and provide 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 insurance broker’s P&C license and complete various continuing education activities as needed
• Insurance industry designations preferred but not required (e.g., CPCU, ARM, CIC, CRIS, CRM)

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Benefits

WTW provides a competitive benefit package, including:

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior-level colleagues who satisfy the plans’ eligibility requirements.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, WTW will consider for employment qualified applicants with arrest and conviction records.

Schedule

The majority of colleagues at WTW work in a "hybrid" style, with a mix of remote, in-person, and in-office interactions dependent on the needs of the team, role, and clients. Flexibility is rooted in trust, and "hybrid" is not a one-size-fits-all solution. WTW encourages requests for all types of flexible working as well as location-based arrangements.