Associate Client Advocate

Description

Company Description

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 40000 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. Learn more at .

This position is a senior client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team responsible for facilitating the delivery of program level strategy and providing program consultation to large & complex clients.

The Role

Pre-Renewal Strategy

Prepare and facilitate internal strategy meetings including Program level oversight delivery and review of current program expiring exposures client service agreements menu of services required and client service plan.

Partner with Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept and that meeting outcomes & next steps are finalized at conclusion.

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

Information Gathering

Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications and coordinate responses with various client contacts locations and divisions.

Needs / Gap Analysis

Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.

Proposal

Design program-level proposal content and coordinate inputs of information from Broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable.

Binding

Ensure that the Order to Bind is received from the client and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process including program subjectivities as applicable.

Oversight of Final Review with Client Manager as applicable

Invoicing

Develop the allocation methodology and coordinate billing allocations as needed.

Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).

Ongoing Services

Management and oversight of timely and accurate completion of endorsement and audit requests.

Responsibility to review finalize and deliver retro adjustments.

Respond to mid-term client inquiries (i.e. policy and coverage questions) in partnership with other Service and

Broking colleagues

Provide oversight and guidance and / or complete contract reviews.

Oversight and guidance on the open items listings with clients. Provide leadership and support for ongoing client projects and subsequent reporting and analysis (i.e. Client Advocacy / Stewardship Report and Modification Factor review).

Coordinate and facilitate meetings seminars and other engagement-type activities for clients.

Responsibilities

Qualifications

The Requirements

5 years of large & complex insurance experience in a client facing role

• Property & Casualty insurance knowledge required;

Able to apply knowledge of coverage forms in the analysis of program design the identification of coverage gaps and ongoing coverage consultation.

Ability to interpret analyze and present models.

Knowledge of commercial insurance renewal end to end process

Strong leadership skills within Servicing function to include delegation coaching and mentoring. Demonstrate organizational leadership and influence with matrixed-colleagues like Broking.

Able and willing to work a flexible work schedule as agreed

Customer and relationship management focus

Negotiation skills - ability to drive conflict resolution and secure concessions without damaging relationships.

Excellent verbal and written communication skills

Problem solving skills including critical thinking adaptability and creativity

Project Management skills including attention to detail organization time management prioritization and decision-making.

Basic MS Office skills and familiarity with other relevant online tools.

Ability to work independently

Must successfully complete appropriate licensing exam(s) and / or maintain required licensing by completing various Continuing Education activities as needed. If already licensed must be able to show valid confirmation of current licensing status.

Insurance industry designations preferred but not required (CPCU ARM CIC CRM)

What we can offer you

Professional and technical growth opportunities

Competitive salary and benefits package including generous parental leave

Diverse and inclusive work environment that encourages new ideas and personal growth

Short feedback loop : Immediately visible impact from your contributions

A strong team empowered to make decisions and changes

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) :

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

Required Experience :

IC

Key Skills

Environmental,Building Materials,Elevator,Legal Operations,Light Vehicle Driving

Employment Type : Full-Time

Experience : years

Vacancy : 1