Associate Client Advocate

This client-facing role is responsible for supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team, responsible for facilitating the delivery of program-level strategy and providing program consultation to large and complex clients.

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

Role Responsibilities

Pre-Renewal Strategy

• Prepare and facilitate internal strategy meetings, including Program-level oversight delivery, and review of current program, expiring exposures, client service agreements, required menu of services, and client service plan.
• Partner with the Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept, and that meeting outcomes and next steps are finalized at conclusion.

Information Gathering

• Ensure updated exposures and coverage information is completed in a timely fashion. Provide guidance to the Client Manager on completing updated information and applications, and coordinate responses with various client contacts, locations, and divisions.

Needs/Gap Analysis

• Provide guidance as needed for reviewing client exposure updates and identifying recommendations for upcoming program coverages.

Proposal

• Design program-level proposal content, and coordinate the input of information from Broking and other resources.
• Participate in the proposal delivery meeting to lead program-level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable.

Binding

• Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
• Oversee the Final Review with the Client Manager, as applicable.

Invoicing

• Develop the allocation methodology and coordinate billing allocations as needed.
• Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).

Ongoing Services

• Management and oversight of timely and accurate completion of endorsement and audit requests.
• Responsibility to review, finalize, and deliver retro adjustments.
• Respond to mid-term client inquiries (e.g., policy and coverage questions) in partnership with other Service and Broking colleagues.
• Provide oversight and guidance and/or complete contract reviews.
• Oversee and guide open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (e.g., Client Advocacy/Stewardship Report and Modification Factor review).
• Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.

About WTW

WTW is a leading global advisory, broking, and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com.