Senior Client Advocate

About the role

The Senior Client Advocate provides strategic relationship management, leveraging specialized industry experience and market knowledge to craft risk mitigation strategies for clients. This role involves developing and strengthening client relationships, integrating WTW resources to meet insurance and risk management needs, and ensuring the profitability and retention of client accounts.

Responsibilities

• Retain existing book of business; develop and strengthen client relationships.
• Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
• Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resources, practice, and industry groups.
• Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
• Ensure Group policy requirements (legal, regulatory & compliance) are met.
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
• Design and deliver full client presentations/proposals, client advocacy reports, Engagement 365 client service plans and schedules.
• Work in conjunction with Broking to ensure utilization of appropriate analytical tools.
• Increase (maximize) the profitability of the client account and ensure retention of that business.
• Engage with Sales and Broking to understand marketplace changes.
• Build and develop market relationships in collaboration with Broking and Sales.
• Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
• Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resources, practice, and industry groups to develop and deliver renewal to clients.
• Other duties as identified and appropriate to ensure an exceptional client experience.

Qualifications

• Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role (General Industry).
• Knowledge of commercial insurance renewal end-to-end process steps and owners.
• 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.
• Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
• Serve as a mentor to colleagues and subject matter expert.
• Competency in Microsoft Word, PowerPoint, and Excel.
• P&C Insurance License required.
• Some travel required.