Client Advocate (Power/Renewables)

WTW•Houston, TX

About The Position

The Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The Client Advocate arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. The Client Advocate has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products, and solutions with existing clients. Client Advocates will have a growth target for existing clients and may have a new business revenue target for new/new business. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Client Advocate’s main responsibility will be to provide an exceptional end-to-end client experience. This will include a primary focus on direct client engagement and will also require partnership and interaction with internal resources and functions to achieve the exceptional client experience. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements

Cultivating and maintaining client relationships
Strategy development and execution at the insurance program level
Ownership of the E365 Service plan
Engaging expert resources
Leading pricing and profitability efforts
Arranging WTW resources for coordinated service and placement
Meeting client’s insurance and risk management needs
Strong connection to the client’s business and fundamental understanding of its industry
Business partnership with client decision makers
Generating new opportunities with prospects
Developing and closing on expanded business services, products, and solutions with existing clients
Growth target for existing clients
New business revenue target for new/new business
Client retention
Client profitability
Delivery of all outcomes for assigned clients
Exceptional end-to-end client experience
Primary focus on direct client engagement
Partnership and interaction with internal resources and functions
Understanding marketplace changes
Recognized as primary client relationship contact
Strategic planning and consulting advice to clients
Monitoring insurance and risk management needs
Recommending appropriate solutions throughout the policy term (including acquisition due diligence)
Creation and delivery of E365 Plan and Client Stewardship report
Identifying, engaging, and integrating delivery of all WTW internal resources
Leading and mentoring account team members
Negotiating, creating, and delivering fee/compensation agreements to clients
Informing client’s insurance program design and strategy
Ensuring utilization of appropriate analytical tools
Design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
Establishing and implementing the client-specific renewal strategy
Ensuring Group policy requirements are met (legal, regulatory & compliance)

Responsibilities

Contributes to new business opportunities for new clients and develops business opportunities with existing clients
Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership
Engages with sales and broking to understand marketplace changes
Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
Establishes comprehensive understanding of client’s industry, business, and objectives
Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
Drives creation and delivery of E365 Plan and Client Stewardship report
Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
Leads and mentors account team members
Maximizes the profitability and retention of their book of business
Negotiates, creates, and delivers fee/compensation agreements to clients
Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
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.
Ensures Group policy requirements are met (legal, regulatory & compliance)