Associate Client Advocate - Construction

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 coordination with a Producer, GCA, or CA on Large or Complex accounts or for Middle Market house accounts.

Responsibilities

• Engage and interact with internal resources and functions to enable the exceptional client experience.
• Support opportunities to maximize the profitability of existing clients by account rounding and support new business efforts.
• Provide an exceptional client experience with a primary focus on direct client engagement.
• Coordinate WTW resources to provide service and placement to meet the client's insurance and risk management needs.
• Support defensive RFPs and attend oral presentations.
• Assist in creating the E365 plan and Client Stewardship report.
• Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules.
• Ensure Group policy requirements (legal, regulatory & compliance) are met.
• Manage the renewal process to establish and implement the client-specific renewal strategy.
• Support the fee/compensation agreement process.
• Support the creation of the E365 plan and Client Stewardship report.
• 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.
• Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects.
• Be proficient in Microsoft Office and other relevant online tools.

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.
• Support the CA in advocating for change.
• 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).