CRB Client Advocate

WTW; Los Angeles (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Health benefits

401(k) plan

Paid time off

Hybrid work

Job summary

WTW is seeking a Client Advocate to manage strategic relationships with national clients in the Property & Casualty space. You will own client strategy, respond to RFPs, and pursue cross-sell opportunities while ensuring retention and profitability.

You will collaborate with the Head of Client Advocacy on training, KPIs and regulatory compliance, while leveraging your deep industry knowledge and strong presentation skills to deliver compelling proposals. Hybrid US-based role.

Qualifications

• 5+ years in commercial P&C client-facing roles.
• Ability to analyze coverage forms and identify gaps.
• Strong negotiation and relationship-building skills.
• Excellent verbal and written communication.

Responsibilities

• Owns and drives client strategy.
• Retains and strengthens client relationships.
• Maximizes profitability and retention.
• Designs client presentations and service plans.
• Manages RFP process and new business opportunities.

Skills

Relationship management

Negotiation

Project management

Communication

Cross-sell

Microsoft Office

CRM software

Education

Property & Casualty license

Continuing education

Tools

CRM software

Job description

DescriptionThe Client Advocate is responsible for maintaining client relationships. The CA role has a strong connection the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions

The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts.

The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time, quality and adoption metrics, regulatory and compliance issues among other operational responsibilities.

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.

The Role

• Owns and drives client strategy
• Retains existing book of business, develop, and strengthen client relationships
• Maximizes the profitability of the client account & drives retention of that business
• Design and deliver client presentations/proposals, client advocacy reports, client service plans and schedules
• Follow up on client requests and communicate changes
• Deliver confirmation of coverage to the client
• Identify and pursue cross sell opportunities
• Educate the client on the various offerings and solutions WTW has to offer
• Creates and manages the E365 plan for the client
• Manages new business and the RFP process

Qualifications

• Targeted 5+ years of commercial Property & Casualty experience in a client facing role and/or Broking role
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
• Ability to interpret, analyze, and present analytical models
• Relationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution
• Negotiation skills: Ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals and the ability to drive conflict resolution and secure concessions mitigating injury to client 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
• Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively
• Receptive to feedback; critical thinking and problem-solving skills, high adaptability
• Intellectual curiosity to help develop innovative and creative ideas
• Proficient Microsoft Office skills and familiarity with other relevant online tools
• Must achieve and maintain insurance brokers P&C license and complete various continuing education activities as needed
• Insurance industry designations preferred but not required
• M&A Experience is a plus.

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 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 (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $130,000.00-$150, 000.00 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 (only included for Washington roles)
• 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.

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.

EOE, including disability/vets