Associate Client Advocate

WTW•Southfield, NY

1d•$80,000 - $120,000

About The Position

This position is a client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to commercial clients.

Requirements

5 years of commercial insurance experience in a client facing role
Property & Casualty insurance knowledge required
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.
Knowledge of commercial insurance renewal end to end process
Strong leadership skills within Servicing function, to include delegation, coaching and mentoring.
Demonstrate organizational leadership and influence with matrixed-colleagues like Broking
Able and willing to work a flexible work schedule as agreed
Customer and relationship management focus
Negotiation skills - ability to drive conflict resolution and secure concessions without damaging relationships
Excellent verbal and written communication skills
Problem solving skills, including critical thinking, adaptability and creativity
Project Management skills, including attention to detail, organization, time management, prioritization and decision-making
Basic MS Office skills and familiarity with other relevant online tools
Ability to work independently
Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various Continuing Education activities as needed. If already licensed, must be able to show valid confirmation of current licensing status

Nice To Haves

Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRM)

Responsibilities

Prepare and facilitate internal strategy meetings, including Program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan.
Partner with Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept, and that meeting outcomes & next steps are finalized at conclusion.
Ensure updated exposures and coverage information in completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions.
Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.
Design program-level proposal content, and coordinate inputs of information from Broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable.
Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
Oversight of Final Review with Client Manager, as applicable
Develop the allocation methodology and coordinate billing allocations as needed.
Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).
Management and oversight of timely and accurate completion of endorsement and audit requests.
Responsibility to review, finalize and deliver retro adjustments.
Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues
Provide oversight and guidance and/or complete contract reviews.
Oversight and guidance on the open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., Client Advocacy/Stewardship Report and Modification Factor review).
Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.

Benefits

Medical (including prescription coverage)
Dental
Vision
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident
Group Critical Illness
Life Insurance
AD&D
Group Legal
Identify Theft Protection
Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
Paid Holidays
Annual Paid Time Off (includes paid state/local paid leave where required)
Short-Term Disability
Long-Term Disability
Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
Paid Time Off Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)