Associate Client Advocate - Construction
WTW · United States
Position Summary
This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.
Location: Remote – This position is open to candidates residing anywhere within the United States.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
What You’ll Be Responsible For
Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.
Independently manages client relationships and accounts up to $1MM in volume revenue.
Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.
Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
Manage the onboarding process of new clients.
Manage the marketing process for prospect companies.
Prepare and review client communications and finalize for delivery.
Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or 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 all client information necessary to process new, renewal, cancellation and endorsements.
Perform thorough contract reviews for clients.
Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
Provide training to Account Coordinators.
May manage Account Coordinators and Account Assistants.
May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs)
Perform other duties and special projects as assigned.