Client Advocate
WTW · Minneapolis
Client Advocate – Property & Casualty Broking
The Client Advocate is responsible for day-to-day placement and broking responsibilities for North American accounts, developing business relationships with markets, and negotiating with underwriters regarding coverage terms, conditions and pricing on new and existing programs; evaluating quotes, preparation of marketing reports, managing pro-forma analysis information and distribution; assisting regional teams with RFP and new business proposal development. This includes client relationship and strategy at the insurance program level in conjunction with a Producer or Client Executive, to meet the client’s insurance and risk management needs. Because of the Client Advocate’s strong connection to the client’s business and fundamental understanding of its industry, this relationship is a business partnership with client decision makers.
The Role
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
- Support assigned clients and will in most cases include clients with complex programs
- Coordinate with Producers and Client Executives on Client Service Strategy for assigned clients
- Manage broking responsibilities for a book of new and recurring exposures
- Retain existing book of business, while developing and strengthening client relationships
- Lead broking communication efforts for assigned accounts, including but not limited to obtaining exposure information, preparation of specs and dissemination of submissions, and evaluation of quotes
- Drive the renewal process to establish and implement the client-specific renewal strategy, collaborating with WTW resource, practice and industry groups as needed
- Identify, engage, and integrate delivery of WTW internal resources to deliver on the client experience
- Build and develop market relationships
- Provide strategic planning and consulting advice to clients; monitoring 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)
- Prepare/oversee creation of proposals, client advocacy reports, client service plans and schedules
- Increase/maximize the profitability of the client account and drive retention of that business
- Ensure policy requirements (legal, regulatory and compliance) are met