Client Advocate - Southeast

The Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The CA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned.

A CA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Client Advocate (CA) is responsible for maximizing revenue from existing clients. Needs to be comfortable “upselling” the client and growing the account.

The CA will lead RFPs, oral presentations and pitches. 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 businessA Team Leader

This role offers a hybrid working opportunity, with some required office time and travel to client locations based out of any US location.

Note:

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

The Role Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact

Contributes to new business opportunities for new clients and develops business opportunities with existing clients

Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership

Engages with sales and broking to understand marketplace changes

Establishes comprehensive understanding of client’s industry, business, and objectives

Provides 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 report

Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience

Leads and mentors account team members

Maximizes the profitability and retention of their book of business

Negotiates, creates, and delivers fee/compensation agreements to clients

Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools

Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules

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.

Ensures Group policy requirements (legal, regulatory & compliance) are met Other duties as identified and appropriate to ensure exceptional client experience

The Requirements

Experience:

3+ years of commercial Property & Casualty experience in a client-facing role Experience managing and servicing complex client relationships preferred

Technical Knowledge:

Strong understanding of coverage structures, program design, and gap analysis

Ability to interpret underwriting submissions, exposure data, loss runs, and analytics

Familiarity with the RFP process and working within structured client requirements

Experience…