Associate Client Advocate

WTW; Stamford (CT); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health and Welfare Benefits

Paid Holidays and PTO

401(k) retirement plan

Job summary

WTW in Stamford, CT seeks an Associate Client Advocate (ACA) to own client engagement and service delivery within the Global Service Delivery (GSD) team. You will coordinate with Client Specialists, deliver strategic client planning, and support renewal and growth efforts to maximize profitability and retention.

You will collaborate with sales and broking to understand marketplace changes, design client proposals, respond to defensive RFPs, and present to clients as needed.

Qualifications

• Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role.
• Ability to analyze coverage forms, identify gaps, and advise on program design.
• Strong relationship management, negotiation, and communication skills.
• Must maintain an active P&C broker license and complete CE activities as required.
• Industry designations (CPCU, ARM, CIC, CRIS, CRM) preferred.

Responsibilities

• Retains existing book of business and strengthens client relationships.
• Coordinates with internal resources to deliver an exceptional client experience.
• Provides strategic planning and consulting on insurance and risk management needs.
• Supports renewal strategy and client invoicing processes.
• Delivers client presentations and responds to RFPs.
• Engages with sales to understand marketplace changes.
• Mentors other ACAs and supports team leadership as needed.
• Ensures policy requirements and compliance.
• Coordinates service delivery and client operations throughout the engagement.

Skills

P&C insurance

Coverage forms analysis

Analytical skills

Relationship management

Negotiation

Business acumen

Renewal process

Communication

Mentoring

Critical thinking

Leadership

Project management

MS Office

P&C license

Industry designations

Tools

Microsoft Office

Job description

Description

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level.

The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs. The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting 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, assist and respond to defensive RFPs, and attend oral presentations where required.

The Role

• Retains existing book of business, develops, and strengthens 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 & drives retention of that business




• In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting




• Collaborates with client teams during Internal and External Strategy Meetings




• Engages with sales and broking to understand marketplace changes




• Supports the fee/compensation agreement and overall client invoicing processes




• Supports defensive RFP responses




• Aids in the design and delivery of 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 of all service delivery (GSD)




• Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations




• Gather and receive all client information working in collaboration with the Client Specialist




• Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.

As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.

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

Qualifications

The Requirements

• Targeted 5+ 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 the complexity of accountability 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 – the 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




• Daily management of work assignments, mentoring, and collaboration with a Client Specialist




• Receptive to feedback; critical thinking and problem-solving skills, high adaptability




• Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and 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 an 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)

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 $90,000-$120,000 USD per 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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only)




• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

EOE, including disability/vets