Senior Client Advocate

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.

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