Senior Client Solutions & Platform Analyst

Description

The Senior Client Solutions & Platform Analyst plays a critical role in advancing the technology behind the Real Estate Platform, serving as a strategic partner to the Director of Business Solutions. This role leads efforts to modernize and enhance platform capabilities, upgrade system architecture, and implement technology solutions that streamline workflows and improve performance. The ideal candidate is a seasoned professional with strong technical expertise and the ability to design and deliver scalable enhancements while collaborating effectively with cross-functional teams.

This individual translates business needs into technical solutions, drives adoption of new tools, and continuously improves data integrity, reporting, analytics, and overall platform efficiency.

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

The Role

Data Strategy & Reporting Excellence

• Oversee data transformation and standardization processes for onboarding and ongoing client data management
• Develop and deliver standardized, automated, and ad-hoc reporting across the Real Estate Platform
• Lead the design and enhancement of dashboards, data models, and reporting assets in PowerBI
• Partner with business leaders to interpret insights, validate data accuracy, and drive decision-making
• Leverage advanced Excel, Power Query, SQL, or scripting tools to streamline complex data workflows

Process Improvement, Automation & Governance

• Lead cross-functional initiatives to enhance operational efficiency, reduce friction points, and improve service delivery
• Drive the development, implementation, and maintenance of SOPs across business functions
• Utilize low-code/no-code platforms (Power Automate, Power Apps, etc.) to build automation solutions that reduce manual work
• Perform advanced QA testing for new platform features, including test planning, execution, and regression validation
• Oversee monthly RAFT update backup processes and related governance documentation

Training, Mentorship & Stakeholder Engagement

• Develop training curricula and deliver high-quality training programs for Client Service, Broking, and GSD colleagues
• Serve as a key liaison to WTW Service Centers such as NAC, Certificate Center, GSD, Finance, Risk Intelligence Central, and Analytics
• Mentor junior analysts and act as a subject matter expert in Real Estate platform capabilities, data structures, and reporting tools
• Facilitate collaborative problem-solving sessions across servicing, broking, and operational teams

Growth & Business Development

• Drive account profitability and retention through proactive renewal execution and client-specific growth strategies.
• Partner with Sales and Broking to understand market dynamics, build market relationships, and develop targeted prospect strategies and pipelines.
• Lead the RFP response process, including cross-LOB coordination, content ownership, and final proposal delivery.
• Conduct contract reviews to ensure alignment with client obligations and risk transfer requirements.
• Facilitate cross-functional problem-solving to support client expansion and solution development.

Platform, Data & Operational Excellence

• Lead client onboarding, data transformation, and standardization efforts across the Real Estate Platform.
• Develop and maintain standardized, automated, and ad-hoc reporting, dashboards, and data models using Power BI and related tools.
• Partner with business leaders to interpret insights, validate data accuracy, and drive data-informed decision-making.
• Leverage advanced tools (Excel, Power Query, SQL, Power Automate, Power Apps) to streamline workflows and reduce manual effort.
• Drive operational efficiency through SOP development, platform QA testing, governance support (including RAFT processes), and continuous improvement initiatives.

The Requirements

Required Qualifications

• Extensive Commercial P&C insurance experience with strong Real Estate specialization
• 7+ years’ experience in Real Estate Client Servicing or Business Solutions roles
• Proven ability to manage complex workflows, shifting priorities, and multiple concurrent initiatives
• Exceptional…