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, either directly or through collaboration with a Producer, GCA, or CA on Large or Complex accounts or for Middle Market house accounts.

Responsibilities

• Supports the client’s insurance and risk management needs by coordinating WTW resources.
• Engages and integrates delivery of all WTW internal resources to deliver an exceptional client experience.
• Provides strategic planning and consulting advice to clients, monitors insurance and risk management needs, and recommends appropriate solutions throughout the policy term.
• Maximizes the profitability of the client account and drives retention of that business.
• Expands existing client relationships and supports new business prospecting.
• Engages with sales and brokers to understand marketplace changes.
• Serves as a mentor, partner, or team member, or a Team Lead.
• Supports defensive RFP responses.
• Supports the creation of the E365 plan and Client Stewardship report.
• Designs and delivers full client presentations/proposals, client advocacy reports, client service plans and schedules.
• Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborating with WTW resources, practice, and industry groups.
• Ensures Group policy requirements (legal, regulatory & compliance) are met.

Qualifications

• 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 account complexity, need ability 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 – 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.
• Receptive to feedback; critical thinking and problem-solving skills, high adaptability.
• 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 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).