Sr. Client Advocate

The Role 

The Northeast Education Leader is responsible for providing strategic relationship development within the purchasing communities of all related education entities while balancing two main responsibilities: Driving and deepening relationships of education buyers and managing a portfolio of clients. 

The Northeast Education Leader is:

• Responsible for understanding and marshaling Willis Towers Watson’s resources to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. 
• Responsible for ensuring relevant regulatory and technical standards are met. 
• Leverages advanced skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. 
• Has the ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision.  

 Specific duties include, but are not limited to: 

• Developing new and existing relationships with prospects and current clients in order to expand the presence of the Education Industry
• Holding and retaining existing book of business; develop, and strengthen client relationships 
• Identifying, engaging, and integrating delivery of all WTW internal resources to enhance branding and the education community’s understanding of the benefit of selecting WTW as their provider 
• Driving the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership. 
• Providing strategic planning and consulting advice to clients; monitoring insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. 
• Recommending appropriate solutions throughout the policy life cycle (including acquisition due diligence). 
• Designing, preparing, negotiating, and delivering fee/compensation agreements to clients. 
• Designing and delivering full client presentations/proposals, client advocacy reports, client service plans, and schedules. 
• Increasing (maximizing) the profitability of the client account and ensuring retention of that business over time. 
• Developing relevant thought leadership and engaging the risk management communities; such as regional and local RIMS chapters.
• Engaging with Sales and Broking to understand marketplace changes. 
• Creating project risk profiles and preparing marketing materials for underwriting and placement of casualty coverages in the marketplace (Primary and excess for practice and projects) 
• Facilitating binding of broadest available coverage in alignment with the risk profile. 
• Building and developing market relationships in collaboration with broking and sales; designing individual prospect sales strategies and develop growth pipelines. 
• Conducting contract reviews to ensure alignment of obligations. 
• Providing strategic design and lead resources to manage large property and Master Builders Risk programs along with large complex project coverage.  
• Driving the renewal process to establish and implement the client-specific renewal strategy. Collaborating with WTW resource, practice, and industry groups to develop and deliver renewal to clients.

Targeted Requirements 

• 8-10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Education. 
• Strong Education risk management background of 10+ years
• Knowledge of commercial insurance renewal end-to-end process steps and owners. 
• Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution. 
• Able to interpret, analyze and present models. 
• Superior negotiation skills to develop innovative and creative solutions for complex deals, driving consensus across internal and external stakeholders to close deals. 
• Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace. 
• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations. 
• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.  
• Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects. 
• Competency in Microsoft Word, PowerPoint, and Excel. 
• Insurance P&C License required. 
• Travel require