Associate Client Advocate - Generalist

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

Benefits offered by this job

Health benefits

Paid holidays

401(k) plan with company contribution

Job summary

WTW is seeking an experienced Senior Commercial Risk Specialist to independently manage complex client relationships across diverse industries. You will review programs, prepare renewal strategies, and serve as the primary day-to-day client contact while collaborating with Account Executives and underwriters.

The role supports onboarding, market and rate preparation, and ongoing client communications in a fully remote US-wide environment. Licensure and strong MS Office skills are essential.

Qualifications

• Brokerage experience 4+ years with complex accounts.
• Experience with diverse industries and middle-market clients.
• Property and Casualty Insurance License is required.

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.
• Act as primary client contact for day-to-day service.

Skills

Brokerage experience

Client relationship management

Communication

Public speaking

Time management

Multi-tasking

Problem solving

Training/coaching

Adaptability

Project planning

Relationship building

Education

Property and Casualty Insurance License

Tools

Microsoft Office

Job 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

• 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