Associate Client Advocate - Construction

WTW group; Oregon; Hybrid; USD 90,000 - 120,000; Full time

Job summary

WTW is seeking an experienced Account Manager to support construction client accounts from a remote location in the United States. You will manage relationships, respond to client inquiries, and coordinate with Account Executives, underwriters, and coordinators.

Responsibilities include onboarding new clients, preparing market and renewal quotes, and overseeing marketing efforts for prospective accounts. A Property & Casualty license and strong communication skills are required.

Qualifications

• 3–5 years of brokerage experience.
• Property and casualty account management experience required.
• Excellent communication and presentation skills.
• Excellent telephone etiquette and customer service skills.
• Advanced knowledge of Microsoft Office and its more complex features.

Responsibilities

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise an Account Coordinator/Senior Account Coordinator.
• Independently manage client relationships and accounts up to $1MM in revenue.
• Act as first and primary client contact to respond to questions and requests.
• Develop, analyze, and implement competitive insurance programs and prepare market/quote rates.
• Manage onboarding process of new clients and marketing process for prospect companies.
• Prepare and review client communications and finalize for delivery.
• Collaborate with producers, clients and underwriters to obtain information and proposals.
• Maintain and review policy renewal questionnaires and suggest coverage enhancements.
• Compile client information for new, renewal, cancellation and endorsements.

Skills

Client relationship management

Communication

Time management

Leadership and training

Education

Property and Casualty Insurance license

Tools

Microsoft Office

Job description

Position Summary

This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.

Location

: Remote – This position is open to candidates residing anywhere within the United States.

Note

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

What You’ll Be Responsible For

Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.

Independently manages client relationships and accounts up to $1MM in volume revenue.

Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.

Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.

Manage the onboarding process of new clients.

Manage the marketing process for prospect companies.

Prepare and review client communications and finalize for delivery.

Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.

Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.

Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.

Perform thorough contract reviews for clients.

Perform database file management and input information. Accurately manage and maintain documents in agency management systems.

Provide training to Account Coordinators.

May manage Account Coordinators and Account Assistants.

May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)

Perform other duties and special projects as assigned.

Qualifications

Minimum of 3 - 5 years of brokerage experience is required.

Property and Casualty account management experience is required.

Excellent communication skills: written, public speaking and presentation preparation.

Excellent telephone etiquette and customer service skills, professionalism and tact.

Advanced knowledge of Microsoft Office and its more complex features.

Ability to be resourceful, take initiative, solve problems and offer solutions.

Works well with others in a fast-paced environment and is responsive to co-workers and colleagues. Ability to train, delegate, provide oversight and give feedback.

Adaptability and flexibility to address issues and client needs.

Excellent time management skills.

Ability to learn and adopt and train use of technology systems and software applications.

Excellent at multitasking and flexibility to manage ever-changing priorities and deadlines.

Ability to review internal/external deliverables to ensure accuracy.

Intermediate project planning and management.

Ability to forge relationships and build trust.

Required Certificates, Licenses, Registration:

Property and Casualty Insurance license

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 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.

Compensation

The base salary compensation range being offered for this role is $90,000 - $120,000 USD annually.

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 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

Retirement Benefits

: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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.

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

EOE, including disability/vets