Associate Client Advocate

Associate Client AdvocateThe Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level.The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.As an ACA you are expected to have:Basic negotiation skills and demonstrated experienceBasic account management skills and demonstrated experienceBasic project management skills and demonstrated experienceStrong presentation skillsAbility to adapt to changeSolid organization skillsAbility to mentor a Client Specialist colleagueThe RoleRetains existing book of business, develops, and strengthens client relationshipsIdentifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experienceProvides direct or supporting 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)Maximizes the profitability of the client account & drives retention of that businessIn collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospectingCollaborates with client teams during Internal and External Strategy MeetingsEngages with sales and broking to understand marketplace changesSupports the fee/compensation agreement and overall client invoicing processesSupports defensive RFP responsesAids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedulesCoordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clientsEnsures all policy requirements (legal, regulatory & compliance) are metClient-level coordination & management of all service delivery (GSD)Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalationsGather and receive all client information working in collaboration with the Client SpecialistResponsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.QualificationsThe RequirementsTargeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilitiesAble to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultationDepending on the complexity of accountability to understand, interpret, analyze, and/or present analytical modelsRelationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needsNegotiation skills – the 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 marketplaceKnowledge of commercial insurance renewal end-to-end process, steps and ownersExcellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversationsDaily management of work assignments, mentoring, and collaboration with a Client SpecialistReceptive to feedback; critical thinking and problem-solving skills, high adaptabilitySupports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectivelyStrong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projectsProficient Microsoft Office skills and familiarity with other relevant online toolsMust achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as neededInsurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)Compensation and BenefitsBase 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 base 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.CompensationThe base salary compensation range being offered for this role is $90,000-$120,000 USD per year.This role is also eligible for an annual short-term incentive bonus.Company BenefitsWTW 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 paid 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 ( Washington State only )Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).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/vetsJob InfoJob Identification 202606675Job Category Client Relationship ManagementLocations 125 High Street, Boston, MA, 02110, USJob Schedule Full time