Director, Senior Client Advocate

2 days ago


Montreal, Quebec, Canada WTW Full time $120,000 - $250,000 per year

Description
The
Senior Client Advocate
provides strategic relationship management and placement, taking advantage of our specialized industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk. This position will also create strategies and execute the placement of casualty lines of business for both primary and excess policies. If you are client-centric, interested in affiliating with an industry leader, and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you

The Role
The Senior Client Advocate is responsible for providing strategic relationship management, placement and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis 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 Willis 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 Willis 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.
  • Increase (maximize) the profitability of the client account and ensure retention of that business over time.
  • Engage with Sales and Broking to understand marketplace changes.
  • Create project risk profiles and prepare marketing materials for underwriting and placement
  • Facilitate binding of broadest available coverage in alignment with the risk profile.
  • Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines.
  • Conduct contract reviews to ensure alignment of obligations.
  • Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with Willis resource, practice, and industry groups to develop and deliver renewal to clients.

Qualifications
The Requirements

  • Targeted 20+ years of commercial Property & Casualty and Aviation insurance experience in a client-facing role
  • Fully bilingual in French and English
  • Knowledge of commercial insurance renewal end-to-end process steps and owners.
  • 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 Willis 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.

Equal Opportunity Employer



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