Senior Commercial Risk Client Advocate (Remote)

WTW; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health & Welfare Benefits

Paid Time Off

401(k) plan

Job summary

WTW's Commercial Risk Unit is seeking an experienced client relations professional to manage advanced accounts across the United States in a remote capacity.

You will lead strategy renewals, coordinate with underwriters and producers, and tailor competitive insurance programs with clear proposals for renewals and new business. A P&C license is required and 5+ years of brokerage experience is expected.

Qualifications

• Minimum of 5 years of brokerage experience.
• Experience in Blue Collar industry and middle market client.
• Exceptional communication skills: written, public speaking and presentation preparation.
• Advanced knowledge of Microsoft Office and its complex features.
• Ability to train, delegate, provide oversight and give feedback.
• Adaptability and flexibility to address issues and client needs.
• Excellent time management and multi-tasking abilities.
• Ability to build relationships and trust with clients.

Responsibilities

• 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.
• Perform thorough contract reviews for clients.
• Perform database file management and input information.
• Provide training and mentorship to Account Coordinators.
• Perform other duties and special projects as assigned.

Skills

Brokerage experience

Communication skills

Time management

Training and mentoring

Adaptability

Education

Property and Casualty Insurance License

Tools

Microsoft Office

Agency management systems

Job description

WTW's Commercial Risk Unit is seeking an experienced client relations professional to manage advanced accounts across the United States in a remote capacity.

You will lead strategy renewals, coordinate with underwriters and producers, and tailor competitive insurance programs with clear proposals for renewals and new business. A P&C license is required and 5+ years of brokerage experience is expected.