Client Advocate
HybridNew York City, New York, United States or New York, United States
Job Summary
Lead client relationships by retaining the book of business, developing new opportunities, and maximizing profitability through strategic planning and consulting. Drive RFP responses, negotiate fee agreements, and deliver comprehensive service plans including E365 reports and renewal strategies. Engage internal resources to coordinate delivery, inform program design with Broking, and ensure regulatory compliance. Mentor colleagues and serve as a Subject Matter Expert while leading pitches and presentations. This hybrid role requires travel to client locations in Chicago or West Coast markets.
Required Qualifications
- Client Advocate
- Relationship Management
- E365 Service plan
- Insurance
- Risk management
- Upselling
- Growing the account
- Leading RFPs
- Oral presentations
- Pitches
- Mentoring
- Subject Matter Expert
- Team Leader
- Hybrid working
- Office time
- Travel to client locations
- Chicago
- West Coast location
- Non-immigrant visa sponsorship
- Visa assistance
- Retaining existing book of business
- Developing and strengthening client relationships
- Primary client relationship contact
- New business opportunities
- Existing clients
- RFP response process
- Review
- Identification
- Coordination of resources
- Expertise
- Document ownership
- Sales
- Broking
- Marketplace changes
- Client's industry
- Business
- Objectives
- Strategic planning
- Consulting advice
- Insurance and risk management needs
- WTW resource
- Practice
- Industry groups
- Policy term
- Acquisition due diligence
- E365 Plan
- Client Stewardship report
- WTW internal resources
- Client experience
- Account team members
- Profitability
- Retention
- Book of business
- Fee/compensation agreements
- Client's insurance program design
- Strategy
- Broking
- Analytical tools
- Client presentations
- Proposals
- Client advocacy reports
- Client service plans
- Schedules
- Renewal process
- Client-specific renewal strategy
- Group policy requirements
- Legal
- Regulatory
- Compliance
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