About this role
The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on complex and middle market accounts. The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. Through their understanding of the business, the Client Advocate supports new business efforts and identifies opportunities to maximize the profitability of existing clients by account rounding.
The Role
Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs.
Colleague will serve as a mentor to other colleagues.
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; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
Recommend appropriate solutions throughout the policy term (including acquisition due diligence).
Build and develop market relationships in collaboration with broking and sales.
Increase (maximize) the profitability of the client account & drive retention of that business.
In collaboration with producers, actively expand existing client relationships and participate in new business prospecting.
Engage with sales and broking to understand marketplace changes.
Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
Drives the RFP response process, including review, identification, and coordination of line of business groups, and document ownership.
Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules.
Ensure Group policy requirements (legal, regulatory & compliance) are met
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.
Other duties as identified and appropriate
Other facts
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.
What you'll do
- The Client Advocate supports client relationships and strategy at the insurance program level, working with both complex and middle market accounts. They are responsible for retaining existing business, developing client relationships, and providing strategic planning and consulting advice.
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