Client Advocate

Description

The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on complex and middle market accounts. The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. Through their understanding of the business, the Client Advocate supports new business efforts and identifies opportunities to maximize the profitability of existing clients by account rounding.

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

The Role

• Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs.
• This role is based in the Minneapolis area.
• Retain and grow existing book of business, develop, and strengthen client relationships.
• Identify new clients and expanded opportunities.
• Identify, engage, and integrate delivery of all WTW resources to deliver on the client experience.
• Provide strategic planning and consulting advice to clients; monitors 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).
• Build and develop market relationships in collaboration with broking.
• Design and deliver full 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.
• Other duties as identified and appropriate
  
  

Qualifications

The Requirements

• Targeted 7-10 years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities.
• Must maintain required licensing by completing various continuing education activities as needed.
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
• Proven excellence in interpret, analyze, and present models
• Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships.
• In-depth understanding of the entire end-to-end commercial insurance renewal process.
• Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
• Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
• Proven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
• Exceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
• Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
• Intermediate proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
• Openness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
• Periodic travel is required.
  
  

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation And Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $100,000.00-$160, 000.00 USD annually.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• 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, Identify 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, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues 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. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets