Senior Client Advocate

Found in: beBee S CA - 3 weeks ago

Toronto, Canada WTW Full time

The Company:

Willis Towers Watson (NASDAQ: WLTW ) 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, Willis Towers Watson has 40,000 employees in 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 willistowerswatson.com.

The Business:

Corporate risk and broking

We know how companies can unlock potential through effective risk management. Our clients rely on us to craft strategies to quantify, mitigate, and transfer risk, taking advantage of our specialist industry experience and unparalleled market know-how. The result is a new way of embracing risk that drives superior results.

The Role:

The Senior Client Advocate oversees all account management activities to reach strategic client service, retention and sales objectives. In this role you will work closely with the other members of the client service and broking teams to ensure that the needs of the clients are met or exceeded for all client deliverables.

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

Responsibilities:

  • Provide continuous, exceptional client service

  • Manage a book of business, with expectations to grow the book year over year

  • Provide direction and client management to both the servicing and broking teams

  • Prepare proposals and presentations of appropriate products and services, using marketing resources, practice groups and other technical specialists

  • Research and compile answers to client policy and coverage questions

  • Initiate relationships with and communicate with client decision makers and insurer personnel

  • Identify, compile and manage information regarding account renewal and cross-sell opportunities

  • Regularly contact existing clients to ensure quality service is being delivered and client retention rates are maintained

  • Design individual prospect sales strategies and develop growth pipelines

  • Request and implement policy changes and wordings to ensure clients are receiving the broadest coverage available in the marketplace and tailor specific endorsements to address client exposures

  • Manage all client deliverables and delivery within mandated timeframes

  • Develop program design and final proposals for clients

  • Resolve client, carrier and/or vendor accounting issues, including collections, discrepancies, fee arrangements, billing contracts

  • Assist in the preparation of client submissions

  • Provide necessary information to broking teams via submission specifications including preparation and maintenance of client files and maintain appropriate account documentation

  • Review proposed renewal with client and obtain Consent to Bind and Consent to Compensation

  • Ensure Willis Towers Watson Excellence Model (WTWEM) compliance is followed

  • Accountable for Monthly Accounts Receivable review/collection

  • Maintain accurate client data base and sales pipeline

Requirements:

  • 10+ years of commercial property and casualty experience and client management.

  • Proven insurance industry experience related to servicing middle market and large risk managed accounts

  • RIBO License Required

  • Knowledge of Insurance and/or Brokerage business – CIP and CRM designations preferred

  • Strong technical knowledge of product area and industry

  • Ability to provide consultation and expert advice to management on risk management issues

  • Strong analytical and critical thinking skills

  • Excellent verbal and written communication skills

  • Interpersonal skills, including relationship-building skills with clients and co-workers

  • Ability to work independently and self-motivated

  • Ability to work in a team setting

  • Ability to multi-task and work in a fast paced environment

  • Strong customer service skills

  • Strong presentation skills

Equal Opportunity Employer

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