CRB Producer
WTW · Philadelphia
The Role
Most of the activity in this role is directed toward the generation of new sales to existing and prospective clients. Success in this role is based on the incumbent’s ability to win and retain new business and meet or exceed established sales goal targets related to revenue growth, mix of business and penetration into industry specific targets.
Sales Process:
- Prepare proposals and presentations using marketing resources, practice groups and other WTW producers.
- Design individual prospect sales strategies and develop unique prospect programs.
- Align with individual client sales strategies.
- Conduct thorough needs analysis/risk assessment to uncover prospects/clients’ unique coverage needs.
- Provide consultative advice in key risk areas.
- Identify and close potential cross-sell opportunities.
Client Management:
- Maintain consistent/high quality touch points by phone and face to face with clients.
- Champion the proper advocacy of claims.
- Participate in stewardship meetings.
- Support Client Management team in identifying and closing rounding opportunities.
Pipeline Management:
- Identify prospects for business from existing and prospective clients.
- Develop new relationships with individuals responsible for insurance and risk management decisions.
- Obtain referral leads from existing clients.
- Aggressively identify and pursue cross-selling opportunities.
- Participate and take leadership roles in targeted community and professional associations.
People Management:
- Provide annual input for the performance review of team members.
- Provide timely/quality feedback to service team members; assist team members in acquiring new skills.
- Help to identify and develop future producer talent.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Company Benefits
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- 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 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 (only included for Washington roles)
- Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
We’re committed to equal employment opportunity and provide application, interview and workplace adjustments and accommodations to all applicants. If you foresee any barriers, from the application process through to joining WTW, please email candidate.helpdesk@willistowerswatson.com.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
In this role, you will be responsible for aggressively developing and managing an active pipeline through seeking out prospects, calling on potential clients, conducting in depth needs analysis/risk assessments, developing ideas for meeting their needs, presenting information on the organization’s capabilities, strategically cross-selling products aligned with clients’ needs and introducing technical specialists, as required, to win and retain the business.