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About the Role

The Associate Client Advocate (ACA) is responsible for supporting client relationships, strategy development, and execution at the insurance program level, utilizing advanced skills in Commercial Property and Casualty Insurance. The ACA owns client service activities and client engagement, serving as the primary point of contact for service, escalation, and placement to meet client needs. The role focuses on providing an exceptional client experience, direct client engagement, and retention of business.

Responsibilities

Retains existing book of business, develops, and strengthens client relationships
Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
Provides direct or supporting 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)
Maximizes the profitability of the client account & drives retention of that business
In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
Collaborates with client teams during Internal and External Strategy Meetings
Engages with sales and broking to understand marketplace changes
Supports the fee/compensation agreement and overall client invoicing processes
Supports defensive RFP responses
Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules
Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
Ensures all policy requirements (legal, regulatory & compliance) are met
Client-level coordination & management of all service delivery (GSD)
Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
Gather and receive all client information working in collaboration with the Client Specialist
Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards

Requirements

Basic negotiation skills and demonstrated experience
Basic account management skills and demonstrated experience
Basic project management skills and demonstrated experience
Strong presentation skills
Ability to adapt to change
Solid organization skills
Ability to mentor a Client Specialist colleague

Skills

Commercial Property and Casualty Insurance

Experience Level

Associate

About the Company

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