Senior Client Advocate

WTW; Cleveland (OH); On-site; USD 195,000 - 235,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

401k Retirement Plan

Paid Time Off and Holidays

Job summary

A leading global advisory firm is looking for a Senior Client Advocate in Cleveland, Ohio. The role focuses on managing client relationships and developing strategies for effective risk management. Candidates must have over 10 years of experience in commercial Property & Casualty insurance and exceptional negotiation skills. This position offers a competitive salary range of $195,000–$235,000 USD per year, along with a comprehensive benefits package.

Qualifications

• Must have a minimum of 10 years of client-facing insurance experience.
• Proven ability to negotiate complex deals and drive consensus.
• Excellent communication skills for presentations and technical discussions.

Responsibilities

• Cultivate and maintain client relationships for insurance program strategy.
• Provide strategic planning and consulting advice to clients.
• Engage WTW resources to meet client insurance needs.

Skills

Client relationship management

Negotiation skills

Project management

Analytical skills

Communication skills

Education

10+ years of commercial Property & Casualty insurance experience

P&C Insurance License

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

Description

The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you are client-centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you!

The Role

The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. The Senior Client Advocate is responsible for marshalling WTW resources to provide coordinated service that meet the client’s insurance and risk management needs. The Senior Client Advocate must have the ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision. Duties include but are not limited to:

• Retain existing book of business; develop and strengthen client relationships.
• Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
• Provide 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 life cycle (including acquisition due diligence).
• Ensures Group policy requirements (legal, regulatory & compliance) are met.
• Design, prepare, negotiate and deliver fee/compensation agreements to clients.
• Design and deliver full client presentations/proposals, client advocacy reports, Engagement 365 client service plans and schedules.
• Work in conjunction with Broking to ensure utilization of appropriate analytical tools.
• Increase (maximize) the profitability of the client account and ensure retention of that business.
• Engage with Sales and Broking to understand marketplace changes.
• Build and develop market relationships in collaboration with Broking and Sales.
• Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
• Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
• Other duties as identified and appropriate to ensure an exceptional client experience.

Qualifications

The Requirements

• Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role (General Industry)
• Knowledge of commercial insurance renewal end-to-end process steps and owners.
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
• Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution.
• Able to interpret, analyze and present models.
• Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
• Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace.
• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations.
• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
• Serve as a mentor to colleagues and subject matter expert
• Excellent project management skills.
• Competency in Microsoft Word, PowerPoint, and Excel.
• P&C Insurance License required.
• Some travel required

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

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.

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 $195,000– $235,000 USD per year. This role is also eligible for an annual short-term incentive bonus.

Company Benefits (US locations)

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).

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.

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.

EOE, including disability/vets