Sr. Client Advocate

at  WTW

DESCRIPTION

The Surety & DIG Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure that the needs of the clients are met or exceeded for all client deliverables. If you’re client centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management this may be the perfect opportunity for you!

• Manage a book of business, with expectations to grow the book year over year
• Provide direction and client management to both the servicing and broking teams
• Prepare proposals and presentations of appropriate products and services, using marketing resources, practice groups and other technical specialists
• Research and compile answers to client policy and coverage questions
• Initiate relationships with and communicate with client decision makers and insurer personnel
• Identify, compile and manage information regarding account renewal and cross-sell
• opportunities
• Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
• Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
• Manage all client deliverables and delivery within mandated timeframes
• Develop program design and final proposals for clients
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts
• Assist in the preparation of client submissions
• Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
• Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation
• Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed
• Accountable for Monthly Accounts Receivable review/collection
• Maintain accurate client data base and sales pipeline

THE REQUIREMENTS

• 10+ years of commercial property and casualty client management experience.
• Proven insurance industry experience related to servicing middle market and large risk managed
• accounts
• RIBO License Required
• Knowledge of Insurance and/or Brokerage business – CIP and CRM designations preferred
• Strong technical knowledge of product area and industry
• Ability to provide consultation and expert advice to management on risk management issues
• Ability to focus on delivering exceptional cline service while working in a fast paced, high[1]volume environment with minimal supervision
• Strong analytical and critical thinking skills
• Excellent verbal and written communication skills
• Interpersonal skills, including relationship-building skills with clients and co-workers
• Ability to work independently and self-motivated
• Ability to work in a team setting
• Ability to multi-task and work in a fast-paced environment
• Strong customer service skills
• Strong presentation skills

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 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). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans. If Level 38 or more senior role is in Washington State, you must add the retirement benefits paragraph to the job description. Please note: Producer Sales roles are not currently eligible for the WTW Pension Plan.

• Manage a book of business, with expectations to grow the book year over year
• Provide direction and client management to both the servicing and broking teams
• Prepare proposals and presentations of appropriate products and services, using marketing resources, practice groups and other technical specialists
• Research and compile answers to client policy and coverage questions
• Initiate relationships with and communicate with client decision makers and insurer personnel
• Identify, compile and manage information regarding account renewal and cross-sell
• opportunities
• Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained
• Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures
• Manage all client deliverables and delivery within mandated timeframes
• Develop program design and final proposals for clients
• Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts
• Assist in the preparation of client submissions
• Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation
• Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation
• Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed
• Accountable for Monthly Accounts Receivable review/collection
• Maintain accurate client data base and sales pipelin