Associate Client Advocate

Job Description

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.


The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client's insurance and risk management needs. The Associate Client Advocate has a strong connection to the client's business and fundamental understanding of its industry and is the client's primary contact for ongoing insurance needs. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support 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. Responsibilities include engagement and interaction with internal resources and functions to enable the exceptional client experience.

There is potential to assist and respond to defensive RPFs and attend oral presentations.

In this role there is potential to:

• Lead an account that:
• Is not complex/difficult
• Has revenue on or about $75K or less
• Is categorized as a middle market account

As an ACA you are expected to have:

• Basic negotiation skills and demonstrated experience
• Basic management skills and demonstrated experience
• Basic project management skills and demonstrated experience
• Strong presentation skills
• Ability to adapt to change

As an ACA you have the potential to serve as a mentor, or a partner/ team member or a Team Lead

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

The Role

• Retains existing book of business, develop, and strengthen client relationships
• Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
• Depending on account complexity, provides 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 & drive retention of that business
• In collaboration with the lead client relationship manager, actively expands existing client relationships and supports new business prospecting
• Engages with sales and broking to understand marketplace changes
• Supports the fee/compensation agreement process
• Supports defensive RFP responses
• Supports the creation of the E365 plan and Client Stewardship report
• Designs and delivers full client presentations/proposals, client advocacy reports, client service plans and schedules
• Coordinates the renewal process to establish and implement the client-specific renewal strategy,collaborates with WTW resources, practice, and industry groups to develop and deliver renewal to clients
• Ensures Group policy requirements (legal, regulatory & compliance) are met
• Other duties as identified and appropriate

Qualifications

The Requirements

• 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 complexity of account, 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
• Supports CA in advocating for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively
• Strong project management skills: 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)

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.

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