农夫导航

The Client Advocate is responsible for maintaining client relationships. The CA role has a strong connection the client鈥檚 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 Leading Middle to Lower Middle Market Accounts and supporting Middle Market accounts and the like.

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

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

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

The Requirements

• Targeted 6+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities
• 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
• 农夫导航 industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

EOE, including disability/vets