Sr. Client Advocate
4 weeks ago
The Role
The Senior Client Advocate is responsible for providing strategic relationship management, placement casualty lines, and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client's insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients' needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision.
Duties include but are not limited to:
- Retain existing book of business; develop and strengthen client relationships.
- Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
- Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
- Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
- Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
- Design and deliver full client presentations/proposals, client advocacy reports, client service plans, and schedules.
Qualifications
- Targeted 8-10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate.
- 8-10 years of Broking experience in all lines of business.
- Knowledge of commercial insurance renewal end-to-end process steps and owners.
- Experience with management and technical oversight of Large MBR programs and complex property schedules is required.
- Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
- Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution.
- Able to interpret, analyze and present models.
- Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
- Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace.
- Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations.
- Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
- Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects.
- Competency in Microsoft Word, PowerPoint, and Excel.
- Insurance P&C License required.
- Travel required.
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