Client Advocate M&A

The Role

• Colleagues in this role will support assigned clients.They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs.
• Client facing responsibilities expected to be 90%.
• Colleague will serve as a mentor and may also be a role or coverage Subject Matter Expert or Team Lead.
• This is a flexible location role offering a hybrid working opportunity. 
• Travel to client locations will be required.
• 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 term (including acquisition due diligence). 
• Build and develop market relationships in collaboration with broking and sales. 
• Increase (maximize) the profitability of the client account & drive retention of that business. 
• In collaboration with producers, actively expand existing client relationships and participate in new business prospecting.  
• Engage with sales and broking to understand marketplace changes. 
• Design, prepare, negotiate, and deliver fee/compensation agreements to clients. 
• Drives the RFP response process, including review, identification, and coordination of line of business groups, and document ownership. 
• Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules. 
• Ensure Group policy requirements (legal, regulatory & compliance) are met 
• 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. 
• Other duties as identified and appropriate

The Requirements

• Targeted 8-10 years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities 
• Must maintain required licensing by completing various continuing education activities as needed.
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.   
• Ability to interpret, analyze, and present models  
• Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships.
• Relationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution 
• Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace 
• Knowledge of commercial insurance renewal end to end process steps and owners 
• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations 
• Receptive to feedback; critical thinking and problem-solving skills, high adaptability  
• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively.   
• Excellent project management skills: end to end oversight of large, complex, ambiguous, or multi-dimensional projects  
• Proficient Microsoft Office skills and familiarity with other relevant online tools. 
• Insurance broker’s P&C license required. 
• Intellectual curiosity to help develop innovative and creative ideas. 
• Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)