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Associate Client Advocate

The Associate Client Advocate (ACA) utilizes advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA supports client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Global Natural Resources Industry Vertical Division. The ACA owns client service activities and client engagement through daily coordination with an assigned Client Specialist in our Global Service Delivery Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations / proposals, assist and respond to defensive RFPs, and attend oral presentations where required.

As an ACA you are expected to have : basic negotiation skills and demonstrated experience, basic account management skills and demonstrated experience, basic project management skills and demonstrated experience, strong presentation skills, ability to adapt to change, solid organization skills, and ability to mentor a Client Specialist colleague. As an ACA you have the potential to serve as a mentor to other ACAs, a partner / team member for others within your IVD, or an ACA Leader.

The Role includes retaining existing book of business, developing and strengthening client relationships, identifying, engaging, and integrating delivery of all WTW internal resources to deliver an exceptional client experience, providing direct or supporting strategic planning and consulting advice to clients, recommending appropriate solutions throughout the policy term, maximizing the profitability of the client account & driving retention of that business, collaborating with client teams during Internal and External Strategy Meetings, engaging with sales and broking to understand marketplace changes, supporting the fee / compensation agreement and overall client invoicing processes, supporting defensive RFP responses, aiding in the design and delivery of full client presentations / proposals, client advocacy reports, client service plans and schedules, coordinating the renewal process to establish and implement the client-specific renewal strategy, collaborating with WTW resources and industry groups to develop and deliver renewal to clients, ensuring all policy requirements are met, client-level coordination & management of all service delivery, engaging Service Liaisons on escalations, gathering and receiving all client information working in collaboration with the Client Specialist, and responsible for coordination of all service delivery activities.

The Requirements include targeted at least 4-6 years of commercial Property & Casualty insurance knowledge / experience in a client-facing role, or demonstrated capabilities to complete role responsibilities, ability to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation, relationship management skills, negotiation skills, business acumen, knowledge of commercial insurance renewal end-to-end process, steps and owners, excellent verbal and written communication skills, daily management of work assignments, mentoring, and collaboration with a Client Specialist, receptive to feedback; critical thinking and problem-solving skills, high adaptability, supports Client Advocate in advocating for change, provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal / external stakeholders, and provides clear guidance to ensure others fulfill roles effectively, strong project management skills, proficient Microsoft Office skills and familiarity with other relevant online tools, must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed, insurance industry designations preferred but not required.