The Client Advocate is responsible for maintaining and cultivating client relationships. The Client Advocate role has a strong connection to the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates drive the RFP response process including coordination of key internal stakeholders, work in conjunction with the RFP team on the overall response presentation and participate in or lead the oral presentation. As a Client Advocate are responsible with developing innovative solutions. Client facing responsibilities expected to be 90%.
A Client Advocate (CA) will need to have :
- Strong negotiation skills
- Strong management skills (mentoring and leading ACAs)
- Strong project management skills
- Strong presentation skills
- An advocate for change
Note : Employment-based non-immigrant visa sponsorship and / or assistance is not offered for this specific job opportunity.
The Role
As a senior member of the organization, you will have additional responsibility serving as :
A mentor to colleaguesA Subject Matter Expert for one or more lines of business and / or Industry Vertical and / orA Team LeaderContributes to new business opportunities for new clients and develops business opportunities with existing clientsDrives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownershipEngages with sales and broking to understand marketplace changesRetains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contactEstablishes comprehensive understanding of client’s industry, business, and objectivesProvides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)Drives creation and delivery of E365 Plan and Client Stewardship reportIdentifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experienceLeads and mentors account team membersMaximizes the profitability and retention of their book of businessNegotiates, creates, and delivers fee / compensation agreements to clientsInforms client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical toolsDrives design and delivery of client presentations / proposals, client advocacy reports, client service plans and schedulesDrives 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.Ensures Group policy requirements (legal, regulatory & compliance) are metOther duties as identified and appropriate to ensure exceptional client experience