Associate Client Advocate - Generalist

WTW•Los Angeles, CA

4d•$90,000 - $120,000•Remote

About The Position

Join WTW’s Commercial Risk Unit, a collaborative team providing risk management guidance to companies across a range of industries. This remote role is open to candidates residing anywhere in the United States. The Associate Client Advocate manages advanced-complexity client relationships and insurance accounts, supports clients throughout renewals and other account activity, and collaborates with Account Executives, producers, clients, and underwriters. The position also provides training and mentorship to Account Coordinators. Employment-based non-immigrant visa sponsorship or assistance is not offered for this opportunity.

Requirements

At least 4 years of brokerage experience.
Experience with clients across various industries and in the middle market.
Exceptional written communication, public speaking, and presentation preparation skills.
Exceptional telephone etiquette and customer service skills, with diplomacy, professionalism, and tact.
Advanced knowledge of Microsoft Office and its complex features.
Ability to be resourceful, take initiative, solve problems, offer solutions, and improve processes.
Ability to work well with others in a fast-paced environment and respond to coworkers and colleagues.
Ability to train, delegate, provide oversight, and give feedback.
Adaptability and flexibility in addressing issues and client needs.
Excellent time-management skills.
Ability to learn, adopt, and train others in the use of technology systems and software applications.
Strong multitasking skills and flexibility in managing changing priorities and deadlines.
Intermediate strategic project-planning skills, including extended time management.
Ability to forge relationships and build trust.
Property and Casualty Insurance License required.

Responsibilities

Independently manage client relationships and accounts with advanced complexity and requirements.
Perform program comparisons and review forms in partnership with Account Executives.
Prepare for, manage, and conduct client strategy and renewal meetings independently.
Serve as the primary day-to-day client contact, responding to questions and requests.
Develop, analyze, and implement competitive insurance programs and present alternatives for client consideration.
Prepare market submissions and quote rates for renewals and new business.
Manage onboarding for new clients and marketing processes for prospective companies.
Prepare and review client communications and finalize them for delivery.
Collaborate with producers, clients, and underwriters to obtain information, quote rates, prepare proposals, and 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 client information for new business, renewals, cancellations, and endorsements; assess and oversee internal account billing schedules and discrepancies.
Conduct thorough contract reviews for clients.
Manage database files and enter information; accurately maintain documents in agency management systems.
Train and mentor Account Coordinators.
Perform other duties and special projects as assigned.

Benefits

Medical insurance, including prescription coverage
Dental insurance
Vision insurance
Health Savings Account
Commuter Account
Health Care and Dependent Care Flexible Spending Accounts
Group Accident coverage
Group Critical Illness coverage
Life insurance
AD&D coverage
Group Legal benefits
Identity Theft Protection
Wellbeing Program
Work/Life Resources, including Employee Assistance Program
Paid holidays
Annual paid time off, including state/local paid leave where required
Short-Term Disability
Long-Term Disability
Other leaves, including bereavement, FMLA, ADA, jury duty, military, parental, and adoption leave
Qualified contributory pension plan, if eligible
401(k) plan with annual nonelective company contribution
Non-qualified retirement plans for eligible senior-level colleagues
Annual short-term incentive bonus