Associate Client Advocate - Generalist
WTW•San Francisco, CA
•$90,000 - $120,000•Remote
About The Position
Join our Commercial Risk Unit Team! We are a highly skilled and collaborative team, dedicated to delivering comprehensive risk management guidance to some of the most innovative companies worldwide. Our clients span a wide range of industries, ensuring a dynamic and engaging work environment with new challenges each day. This position is open to candidates residing anywhere within the United States. Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
Requirements
- Independently manage client relationships and accounts of advanced complexity and requirements.
- Perform program comparison and form review, in partnership with Account Executive(s).
- Independently prepare for, manage and conduct strategy renewal meetings with clients.
- Act as primary client point of contact to provide day-to-day service by responding to client questions and requests.
- Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
- Manage the onboarding process of new clients.
- Manage the marketing process for prospect companies.
- Prepare and review client communications and finalize for delivery.
- Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
- Compile and organize all client information necessary to process new, renewal, cancellation and endorsements and ability to assess and oversee internal account billing schedules and discrepancies.
- Perform thorough contract reviews for clients.
- Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
- Provide training and mentorship to Account Coordinators.
- Perform other duties and special projects as assigned
Responsibilities
- Independently manage client relationships and accounts of advanced complexity and requirements.
- Perform program comparison and form review, in partnership with Account Executive(s).
- Independently prepare for, manage and conduct strategy renewal meetings with clients.
- Act as primary client point of contact to provide day-to-day service by responding to client questions and requests.
- Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
- Manage the onboarding process of new clients.
- Manage the marketing process for prospect companies.
- Prepare and review client communications and finalize for delivery.
- Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
- Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
- Compile and organize all client information necessary to process new, renewal, cancellation and endorsements and ability to assess and oversee internal account billing schedules and discrepancies.
- Perform thorough contract reviews for clients.
- Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
- Provide training and mentorship to Account Coordinators.
- Perform other duties and special projects as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
