Client Advocate
About The Position
Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs. This role is based in the Minneapolis area. Retain and grow existing book of business, develop, and strengthen client relationships. Identify new clients and expanded opportunities. Identify, engage, and integrate delivery of all WTW resources to deliver on the client experience. Provide 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). Build and develop market relationships in collaboration with broking. Design and deliver full 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. Other duties as identified and appropriate
Responsibilities
- Support assigned clients
- Retain and grow existing book of business
- Develop and strengthen client relationships
- Identify new clients and expanded opportunities
- Identify, engage, and integrate delivery of all WTW resources to deliver on the client experience
- Provide strategic planning and consulting advice to clients
- Monitor insurance and risk management needs
- Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
- Build and develop market relationships in collaboration with broking
- Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules
- Drive the renewal process to establish and implement the client-specific renewal strategy
- Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients
- Other duties as identified and appropriate
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
1-10 employees
