Client Advocate M&A

The Client Advocate is responsible for client relationship and strategy at the insurance program level, either in conjunction with a Producer, GCA, CA on Complex accounts may also handle Middle Market house accounts.

The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs.

Because of the Client Executive’s strong connection to the client’s business and fundamental understanding of its industry, this relationship is a business partnership with client decision makers.

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.

The Role

• Colleagues in this role will support assigned will work independently with Middle Market clients, some complex and / or with a team for those with the most complex programs.
• Client facing responsibilities expected to be 90%.
• Colleague will serve as a mentor and may also be a role or coverage Subject Matter Expert or Team Lead.
• This is a flexible location role offering a hybrid working opportunity.
• Travel to client locations will be required.
• 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; 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 and sales.
• Increase (maximize) the profitability of the client account & drive retention of that business.
• In collaboration with producers, actively expand existing client relationships and participate in new business prospecting.
• Engage with sales and broking to understand marketplace changes.
• Design, prepare, negotiate, and deliver fee / compensation agreements to clients.
• Drives the RFP response process, including review, identification, and coordination of line of business groups, and document ownership.
• Design and deliver full client presentations / proposals, client advocacy reports, client service plans and schedules.
• Ensure Group policy requirements (legal, regulatory & compliance) are met
• 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
4 days ago