Senior Client Advocate - Project Management Officer

Willis Towers Watson; São Paulo; Presencial; USD 150.000 - 170.000; Tempo integral

Resumo da oferta

An established industry player is seeking a skilled Project Management Officer to lead diverse projects, ensuring timely execution and client satisfaction. This role emphasizes collaboration with cross-functional teams and stakeholders, requiring strong leadership and communication skills. You will develop comprehensive project plans and manage all phases of execution while identifying potential risks. The position offers a competitive salary and a robust benefits package, making it an exciting opportunity for those looking to advance their careers in project management within the insurance brokerage sector.

Serviços

Medical Insurance

Dental Insurance

Vision Insurance

Flexible Spending Accounts

Paid Time Off

401k Retirement Plan

Qualificações

• 5+ years of project management experience in insurance or financial services.
• Proven ability to manage multiple projects and lead teams effectively.

Responsabilidades

• Lead project planning, execution, and monitoring to meet client expectations.
• Coordinate with stakeholders and manage project documentation.

Conhecimentos

Project Management

Communication Skills

Problem-Solving

Leadership

Negotiation Skills

Time Management

Critical Thinking

Formação académica

Bachelor's Degree in Business Administration

PMP Certification

Ferramentas

Microsoft Office

Engagement 365 (E365)

Descrição da oferta de emprego

Description

The Project Management Officer will lead individual projects within the team, ensuring that each initiative is executed on time and within client scope. This role requires close collaboration with WTW Client Service Team members and Brokers (stakeholders) to define project goals, timelines, and deliver results that meet or exceed client expectations.Intermittent client engagement may be necessary to properly scope project deliverables.

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

The Role

• Project Planning: Develop:
  • Comprehensive project plans, including timelines, resource requirements, and client expectations.
  • Use of Engagement 365 (E365) is preferred.
• Execution and Monitoring: Manage all phases of:
  • Project execution to ensure deliverables meet quality standards along with client and stakeholder expectations.
  • Project peer review to enhance overall quality and effectiveness of our processes.
• Stakeholder Engagement: Serve as the primary point of contact for:
  • Project stakeholders, providing regular and constructive feedback on the Service Team’s performance.
• Coordinate and facilitate meetings, seminars, and other engagement-type activities for CID stakeholders to ensure project success.
• Team Coordination: Collaborate with:
  • Cross-functional teams, facilitating communication and ensuring alignment on client deliverables and objectives.
  • Producers or Senior Client Advocates to prepare and participate in external strategy meetings.
  • Maintain in-session documentation (OneNote, RMS, Excel, Word, PowerPoint, etc.) and ensure that meeting outcomes and next steps are clearly defined and communicated at session conclusion.
• Risk Management: Identify and mitigate any potential Errors & Omissions (E&O) exposures to WTW or the service team.
• Documentation:
  • Maintain detailed project documentation, including plans, status reports, and lessons learned.
  • Develop a dashboard to be shared with CID leadership (monthly) and our stakeholders (quarterly).

Qualifications

The Requirements

• Bachelor’s degree in business administration, Project Management, or a related field; PMP or similar certification preferred.
• 5+ years of experience managing projects, preferably within the insurance brokerage or financial services industry.
• Proven ability to manage multiple projects simultaneously.
• Excellent communication, negotiation, and problem-solving skills.
• Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
• Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
• Proven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
• Exceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
• Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
• Intermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
• Openness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
• Periodic travel is required.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation and Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.

Compensation

The base salary compensation range being offered for this role is $150,000-$170,000 USDper year.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

EOE, including disability/vets