What are the responsibilities and job description for the Client advocate position at WTW?
This is a remote opportunity open to candidates located in the United States.
The Role
- Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and / or with a team for those with the most complex programs.
- Client facing responsibilities expected to be 90%.
- Colleague will serve as a mentor and may also be a role or coverage Subject Matter Expert or Team Lead.
- This is a flexible location role offering a hybrid working opportunity.
- Travel to client locations will be required.
- 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 term (including acquisition due diligence).
- Build and develop market relationships in collaboration with broking and sales.
- Increase (maximize) the profitability of the client account & drive retention of that business.
- In collaboration with producers, actively expand existing client relationships and participate in new business prospecting.
- Engage with sales and broking to understand marketplace changes.
- Design, prepare, negotiate, and deliver fee / compensation agreements to clients.
- Drives the RFP response process, including review, identification, and coordination of line of business groups, and document ownership.
- Design and deliver full client presentations / proposals, client advocacy reports, client service plans and schedules.
- Ensure Group policy requirements (legal, regulatory & compliance) are met
- Drives the renewal process to establish and implement the client-specific renewal strategy. Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
- Other duties as identified and appropriate
Last updated : 2024-07-31
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