Associate Client Advocate - Atlanta, United States - Willis Towers Watson

Willis Towers Watson Atlanta, United States

2 weeks ago

Description

The Associate Client Advocate owns client service activities and client engagement of those activities through daily coordination of WTW resources (GSD).

They are the primary point of contact for providing all service, escalation, and placement in order to meet the client's insurance and risk management needs.

The Associate Client Advocate has a strong connection to the client's business and fundamental understanding of its industry.

The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support 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, and assist and respond to defensive RPFs and attend oral presentations where required.

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

The Role:

As an ACA you are expected to have:
Basic negotiation skills and demonstrated experience
Basic management skills and demonstrated experience
Basic project management skills and demonstrated experience
Strong presentation skills
Ability to adapt to change

As an ACA you have the potential to serve as a mentor, or apartner/ team member or a Team Lead.

This role offers a hybridor remote working opportunity, with some required office time and travel to client locations.

The Requirements:
Retains existing book of business, develop, and strengthen client relationships
Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience

Provides direct or supporting 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)
Maximizes the profitability of the client account & drive retention of that business
In collaboration with the lead client relationship manager, actively expands existing client relationships and supports new business prospecting
Engages with sales and broking to understand marketplace changes
Supports the fee/compensation agreement process
Supports defensive RFP responses
Supports the creation of the E365 plan and Client Stewardship report
Designs and delivers full client presentations/proposals, client advocacy reports, client service plans and schedules
Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
Ensures all policy requirements (legal, regulatory & compliance) are met
Client level coordination & management on All service delivery (GSD)
Engage Service Liaison (SME or COS) on escalations
Gather and receiveall client information working in collaboration with Client Specialist
Responsible for coordination of all service delivery activities such as: certificate guidelines, audits, complete second pair of eyes review on policies, resolve all accounting issues, manage AR and bad debt, surplus lines affidavits, issuance of Billing and Certificates
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
Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
Depending on complexity of account ability to understand, interpret, analyze, and/or present analytical models

Relationship Management skills:
ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships.
Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace
Knowledge of commercial insurance renewal end-to-end process, steps and owners
Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
Supports CA inadvocating for change. Provides encouragement, takes control of client deliverables, team projects, leads key delivery areas, collaborates with internal / external stakeholders, provides clear guidance to ensure others fulfill roles effectively

Strong project management skills:
Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
Proficient Microsoft Office skills and familiarity with other relevant online tools
Must achieve and maintain active insurance broker's P&C license, and complete various continuing education activities as needed
Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)
All colleagues are expected to adhere to and demonstrate our Company Values consistently in every internal and external experience. Our Company Values - Client Focus, Teamwork, Integrity, Respect and Excellence – are more than words.

Living our values every day drives our success – they frame our approaches and ways of working and embed the behaviors that drive our performance.

Overall individual colleague performance is determined by achievement toward meeting annual goals/ objectives and demonstration of Company values through behaviors.

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Associate Client Advocate - Atlanta, United States - Willis Towers Watson

Description

Client Advocate

Client Advocate

Client Advocate 1