Client Advocate - Natural Resources

About the role

The Client Advocate is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and owning the E365 Service plan. They engage expert resources, lead pricing and profitability efforts, arrange WTW resources for coordinated service, and place clients within the insurance and risk management space.

Responsibilities

• Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
• 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
• 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
• 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.
• Serves as a mentor to colleagues
• Serves as a Subject Matter Expert for one or more lines of business
• Serves as a Team Leader

Requirements

• Targeted 8-10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate/Energy
• 8-10 years of Broking experience in Casualty lines
• Knowledge of commercial insurance renewal end-to-end process steps and owners
• Experience with management and technical oversight of Large MBR programs and complex property schedules is required
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
• Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution
• Able to interpret, analyze and present models
• Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals
• Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
• Effectively advocates for change
• Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively
• Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
• Competency in Microsoft Word, PowerPoint, and Excel
• Insurance P&C License required