Client Advocate

WTW • Minneapolis, MN

6d • $120,000 - $200,000 • Hybrid

About The Position

The Role 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

Requirements

• Targeted 7-10 years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities.
• Must maintain required licensing by completing various continuing education activities as needed.
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
• Proven excellence in interpret, analyze, and present models
• Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships.
• In-depth understanding of the entire end-to-end commercial insurance renewal process.
• Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
• Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
• Proven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
• Exceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
• Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
• Intermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
• Openness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
• Periodic travel is required.

Nice To Haves

• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.

Responsibilities

• 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

Benefits

• Health and Welfare 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)
• Leave Benefits: 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 ( Washington State only )
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees