Associate Client Advocate
WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas the dynamic formula that drives business performance. Together, we unlock potential.
The 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. This role works in conjunction with a producer and client advocate within our retail & distribution industry vertical division (IVD). 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 experience; basic account management skills and demonstrated experience; basic project management skills and demonstrated experience; strong presentation skills; ability to adapt to change; solid organization skills; and ability to mentor a client specialist colleague. As an ACA you have the potential to serve as a mentor to other ACAs, a partner / team member for others within your IVD, or an ACA leader.
The role includes : retaining existing book of business, developing, and strengthening client relationships; identifying, engaging, and integrating delivery of all WTW internal resources to deliver an exceptional client experience; providing direct or supporting strategic planning and consulting advice to clients; monitoring insurance and risk management needs; recommending appropriate solutions; maximizing the profitability of the client account; driving retention of that business; collaborating with client teams during internal and external strategy meetings; engaging with sales and broking to understand marketplace changes; supporting the fee / compensation agreement and overall client invoicing processes; supporting defensive rfps; aiding in the design and delivery of full client presentations / proposals, client advocacy reports, client service plans and schedules; coordinating the renewal process; ensuring all policy requirements are met; client-level coordination & management of all service delivery; engaging service liaisons; gathering and receiving all client information; and responsible for coordination of all service delivery activities.
The requirements include : targeted 5+ years of commercial property & casualty insurance knowledge / experience in a client-facing role; ability to apply knowledge of coverage forms in the analysis of program design; relationship management skills; negotiation skills; business acumen; knowledge of commercial insurance renewal end-to-end process; excellent verbal and written communication skills; daily management of work assignments; mentoring; collaboration with a client specialist; receptive to feedback; critical thinking and problem-solving skills; high adaptability; supporting client advocate in advocating for change; providing encouragement; taking control of client deliverables; team projects; leads key delivery areas; collaborates with internal / external stakeholders; provides clear guidance; strong project management skills; proficient Microsoft Office skills; familiarity with other relevant online tools; must achieve and maintain an active insurance broker's P&C license; and complete various continuing education activities as needed.
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 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.
The 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.
WTW provides a competitive benefit package which includes the following : health and welfare benefits, leave benefits, and retirement benefits.
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.
Client Advocate • Chicago, IL, US