Associate Client Advocate

The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts. 

The Associate Client Advocate coordinates WTW resources to provide service and placement to meet the client’s insurance and risk management needs.  The Associate Client Advocate has a strong connection to the client’s business and fundamental understanding of its industry and is the client’s primary contact for ongoing insurance needs.  The Associate Client Advocate supports opportunities to maximize the profitability of existing clients by account rounding and may support new business efforts.

The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement.  Responsibilities include engagement and interaction with internal resources and functions to enable the exceptional client experience.

WTW A&E is the Center of Excellence for WTW exclusively dedicated to providing insurance and risk management solutions to design professionals in North America. The Client Manager is responsible for a blend of internal delivery activities and client facing functions utilizing the colleague’s developed skills in Commercial Property and Casualty Insurance. Colleagues in this role will continue to perform all the duties of a Client Manager at an above average level incorporating advanced responsibilities associated with the Lead role. They will work independently and be responsible for direct completion of tasks such as: creation of allocations, independent contract reviews followed by implementation of necessary actions with clients/carriers. 

Colleagues in this role will support internal clients and assigned external clients. External clients would likely have complex program.

Client facing responsibilities expected to be 30-50%

Upon development of necessary skills, colleague may serve as a mentor, Subject Matter Expert or Team Leader.

This role offers a hybrid working opportunity, with some required office time and travel to client locations. 

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• Maintain accurate policy detail in Management System
• Provide support on invoicing process including review for SOX compliance and coordination of Surplus Lines documentation
• Initiate timely renewal process by updating/reviewing exposure gathering workbook
• Attach information in Client Portal system
• Participation in internal pre-renewal strategy meeting, review of management of expiration list
• Request and compile necessary information in advance of renewal strategy meeting, coordinating responses from client
• Incorporate information from broking into a proposal format for review by Senior team members
• Upon receipt of binder, create confirmation of coverage or evidence of coverage to deliver with binders to client
• Oversee the client billing process including timely and accurate delivery of invoices.
• Resolve client level accounting issues including discrepancies and fee agreements
• Manage the certificate renewal process with clients to determine requirements, coordinating with cert center to insurance timely and accurate issuance.
• Second pair of eyes review on policy checked by policy services team 
• Request Carrier revisions as needed and deliver to client within 30 days of receipt. 
• Ensure timely and accurate completion of endorsement and audit requests.  
• Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues.  
• Complete contract reviews with assistance as necessary. 
• Maintain and manage open items listings with clients and team.   
• Deliver client reports, e.g., Accounts Receivable for Allocations, Open Claims, etc.  
• Support process and data management for premium allocations as needed.
• Other duties as identified and appropriate.

• 5+ years of commercial Property & Casualty experience in a client facing role required. 
• Must successfully complete appropriate licensing exam(s) and/or maintain required licensing by completing various continuing education activities as needed.
• Ability to review and understand coverage questions with support as needed.
• A good understanding of insurance terminology, the general functions of an insurance broker and the various lines of business insurance.