The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E 365 Service plan, engaging expert resources and leading pricing and profitability efforts. The SCA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Senior Client Advocate should be the top Relationship Management colleague for accounts to ... more details
The Role
The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The SCA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Senior Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned. An SCA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Senior Client Advocate (SCA) is responsible for maximizing revenue from existing clients. Needs to be comfortable “upselling” the client and growing the account. The SCA will lead RFPs, oral presentations and pitches. As a senior member of the organization, you will have additional responsibility serving as:
A mentor to colleagues
A Subject Matter Expert for one or more lines of business
A Team Leader
This role offers a hybrid working opportunity, with some required office time and travel to client locations based either out of Chicago or a West Coast location.
The Responsibilities
Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
Contributes to new business opportunities for new clients and develops business opportunities with existingclients
Drives the RFP response process, including review, identification, and coordination of resources andexpertise required, and ultimate document ownership
Engages with sales and broking to understand marketplace changes
Establishes comprehensive understanding of client’s industry, business, and objectives
Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
Drives creation and delivery of E365 Plan and Client Stewardship report
Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
Leads and mentors account team members
Maximizes the profitability and retention of their book of business
Negotiates, creates, and delivers fee/compensation agreements to clients
Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans andschedules
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.
Ensures Group policy requirements (legal, regulatory & compliance) are met
Other duties as identified and appropriate to ensure exceptional client experience
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