Retains existing book of business, develop, and strengthen 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... more details
The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development, and execution at the insurance program level in conjunction with a Producer, GCA, or CA in a Industry Vertical or Geography Division.
The Associate Client Advocate owns client service activities and client engagement of those activities through daily coordination of WTW resources (GSD). They are the primary point of contact for providing all service, escalation, and placement in order to meet the client’s insurance and risk management needs. The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry. The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts.
The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, and assist and respond to defensive RPFs and attend oral presentations where required.
As an ACA you are expected to have:
Basic negotiation skills and demonstrated experience
Basic management skills and demonstrated experience
Basic project management skills and demonstrated experience
Strong presentation skills
Ability to adapt to change
As an ACA you have the potential to serve as a mentor, or a partner/ team member or a Team Lead.
The Role
Retains existing book of business, develop, and strengthen 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 & drive retention of that business
In collaboration with the lead client relationship manager, actively expands existing client relationships and supports new business prospecting?
Engages with sales and broking to understand marketplace changes
Supports the fee/compensation agreement process
Supports defensive RFP responses
Supports the creation of the E365 plan and Client Stewardship report
Designs and delivers 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 on All service delivery (GSD)
Engage Service Liaison (SME or COS) on escalations
Gather and receive all client information working in collaboration with Client Specialist
Responsible for coordination of all service delivery activities such as: certificate guidelines, audits, complete second pair of eyes review on policies, resolve all accounting issues, manage AR and bad debt, surplus lines affidavits, issuance of Billing and Certificates
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