Associate Client Advocate - Northeast Region

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

The Role 

• Retains existing book of business, develops, and strengthens 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 & drives retention of that business
• In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
• Collaborates with client teams during Internal and External Strategy Meetings
• Engages with sales and broking to understand marketplace changes
• Supports the fee/compensation agreement and overall client invoicing processes
• Supports defensive RFP responses
• Aids in the design and delivery of 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 of all service delivery (GSD)
• Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
• Gather and receive all client information working in collaboration with the Client Specialist
• Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.