Senior Client Advocate
On-siteDallas, Texas, United States
Dallas, Texas, United StatesOn-siteFull TimeSenior LevelInsurance ServicesEnterprise
Full TimeSenior LevelEnterpriseInsurance Services
Job Summary
Manage strategic client relationships and casualty line placements by designing coverage solutions, negotiating fee agreements, and delivering comprehensive proposals and service plans. Retain existing book of business while maximizing account profitability through tailored risk management strategies and proactive renewal planning. Coordinate Willis Towers Watson resources to execute placements for primary and excess policies, conduct contract reviews, and facilitate binding of broad coverage aligned with client risk profiles. Drive RFP responses and develop growth pipelines by collaborating with sales, broking, and industry groups to address marketplace changes. Ensure regulatory compliance and technical standards are met throughout the policy lifecycle.
Required Qualifications
- Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision
- Advanced skill set with knowledge to design and consult with clients on insurance coverage and services
- Understanding of clients' needs to expand business opportunities and further solidify client relationships
- Marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client's insurance and risk management needs
- Ensuring relevant regulatory and technical standards are met
- Strategic relationship management and placement capabilities
- Crafting strategies for clients to quantify, mitigate, and transfer risk
- Creating strategies and executing the placement of casualty lines of business for both primary and excess policies
- Client-centric mindset
- Commitment to helping clients unlock their potential through effective risk management strategies
- Knowledge of insurance and risk management needs
- Experience with primary and excess policies
- Experience with property and Master Builders Risk programs
- Experience with large complex project coverage
- Experience with Request for Proposal (RFP) response process
- Experience with contract reviews
- Experience with binding coverage
- Experience with underwriting and placement of casualty coverages
- Experience with sales strategies and growth pipelines
- Experience with marketplace changes
- Experience with client presentations/proposals
- Experience with client advocacy reports
- Experience with client service plans
- Experience with schedules
- Experience with fee/compensation agreements
- Experience with policy life cycle
- Experience with acquisition due diligence
- Experience with renewal processes
- Experience with client-specific renewal strategies
- Experience with collaboration with WTW resource, practice, and industry groups
- Experience with broking and sales
- Experience with marketing materials
- Experience with risk profiles
- Experience with project risk profiles
- Experience with maximizing profitability of client accounts
- Experience with retention of business over time
- Experience with developing and strengthening client relationships
- Experience with retaining existing book of business
- Experience with identifying, engaging, and integrating delivery of all WTW internal resources
- Experience with providing strategic planning and consulting advice to clients
- Experience with monitoring insurance and risk management needs
- Experience with recommending appropriate solutions throughout the policy life cycle
- Experience with designing and delivering full client presentations/proposals
- Experience with designing and delivering client advocacy reports
- Experience with designing and delivering client service plans
- Experience with designing and delivering schedules
- Experience with designing and preparing fee/compensation agreements
- Experience with negotiating fee/compensation agreements
- Experience with delivering fee/compensation agreements
- Experience with designing and developing individual prospect sales strategies
- Experience with developing growth pipelines
- Experience with driving the Request for Proposal (RFP) response process
- Experience with reviewing RFPs
- Experience with identifying line of business groups
- Experience with coordinating line of business groups
- Experience with documenting ownership
- Experience with driving the renewal process
- Experience with establishing and implementing client-specific renewal strategies
- Experience with collaborating with WTW resource, practice, and industry groups to develop and deliver renewal to clients
- Experience with facilitating binding of broadest available coverage
- Experience with aligning coverage with risk profile
- Experience with building and developing market relationships
- Experience with collaboration with broking and sales
- Experience with designing individual prospect sales strategies
- Experience with developing growth pipelines
- Experience with creating project risk profiles
- Experience with preparing marketing materials for underwriting and placement of casualty coverages in the marketplace
- Experience with primary and excess for practice and projects
- Experience with large property and Master Builders Risk programs
- Experience with large complex project coverage
- Experience with driving the Request for Proposal (RFP) response process
- Experience with review, identification, and coordination of line of business groups
- Experience with document ownership
- Experience with driving the renewal process
- Experience with establishing and implementing the client-specific renewal strategy
- Experience with collaborating with WTW resource, practice, and industry groups to develop and deliver renewal to clients
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