The client advocate is responsible for client relationship and service delivery at the insurance program level, either in conjunction with a producer or independently. The client advocate marshals WTW resources to provide coordinated services and placement to meet the client’s insurance and risk management needs. Because of the CA 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 CA identifies cross selling opportunities and maximizes the profitability of the account. Role is targeted to be engaged in client interaction approximately 70% of the time or higher.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
- 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 resources, practice and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
- Build and develop market relationships in collaboration with broking 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 services plans and scheduled
- 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.
