Associate Client Advocate - Generalist

WTW; Chicago (IL); Remote; USD 90,000 - 120,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Job summary

WTW is seeking an experienced Commercial Risk Account Manager to join our team. You will independently manage client relationships, prepare strategy renewal meetings, and collaborate with producers and underwriters to deliver competitive insurance programs.

The role is remote, nationwide in the United States, and requires a Property and Casualty license with strong communication skills. With 4+ years of brokerage experience, you will handle onboarding, client communications, and market/bid

Qualifications

• Minimum of 4+ years of brokerage experience.
• Experience with various industry and middle market clients.
• Exceptional communication, presentation, and public speaking skills.
• Strong customer service, diplomacy, and professionalism.
• Advanced knowledge of Microsoft Office.
• Ability to train, delegate, and provide feedback.
• Adaptable and able to manage changing priorities and deadlines.
• Ability to learn and train use of technology systems.

Responsibilities

• Independently manage client relationships and accounts of advanced complexity.
• Perform program comparison and form review with Account Executives.
• Prepare for and conduct strategy renewal meetings with clients.
• Serve as primary client contact for day-to-day service.
• Develop and implement competitive insurance programs and quotes.
• Manage onboarding of new clients and marketing for prospects.
• Prepare and review client communications for delivery.
• Collaborate with producers, clients and underwriters for proposals.
• Maintain files and review renewal questionnaires; evaluate coverage.
• Process new, renewal, cancellation documents; oversee billing schedules.
• Perform contract reviews and manage documents in agency systems.
• Provide training and mentorship to Account Coordinators.
• Handle special projects as assigned.

Skills

Brokerage experience

Communication skills

Microsoft Office

Client relationship management

Problem solving

Training and mentoring

Education

Property and Casualty Insurance License

Tools

Agency management systems

Job description

Description

Join our Commercial Risk Unit Team! We are a highly skilled and collaborative team, dedicated to delivering comprehensive risk management guidance to some of the most innovative companies worldwide. Our clients span a wide range of industries, ensuring a dynamic and engaging work environment with new challenges each day.

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:

• Independently manage client relationships and accounts of advanced complexity and requirements.

• Perform program comparison and form review, in partnership with Account Executive(s).

• Independently prepare for, manage and conduct strategy renewal meetings with clients.

• Act as 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 and ability to assess and oversee internal account billing schedules and discrepancies.

• Perform thorough contract reviews for clients.

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

• Provide training and mentorship to Account Coordinators.

• Perform other duties and special projects as assigned

Qualifications

• Minimum of 4+ years of brokerage experience is required.

• Experience in various industry and middle market clients is required.

• Exceptional communication skills: written, public speaking and presentation preparation.

• Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact.

• Advanced knowledge of Microsoft Office and its complex features.

• Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements.

• 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 multi-tasking and flexibility to manage ever changing priorities and deadlines.

• Intermediate strategic project planning including extended time management.

• Ability to forge relationships and build trust.

Certificates, Licenses, Registration:

Property and Casualty Insurance License is required.

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