Senior Client Advocate bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you.

　　The Role

　　The Senior Client Advocate manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.

　　Major Accountabilities:

　　Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.

　　Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average

　　Manage and assist in the sales process (RFP and proposal development, presentation, etc.)

　　Provides risk management analysis utilizing new business, renewal and claim reviews

　　Make recommendations to prospects and current clients to update and enhance policy contracts

　　Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client

　　Consistently prepares policy change requests, and submits requests to carriers

　　Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients

　　Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)

　　Identifies and processes coverage enhancement and cross- sales opportunities

　　Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies

　　Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)

　　Multi-state and large clients

　　Specialty line clients

　　The Requirements

　　7+ years’ experience in the Personal Insurance/Private Client industry, preferred

　　High school diploma required, bachelor’s degree preferred

　　Property and Casualty license required

　　Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems

　　Ability to provide consultation and expert advice to management on risk management issues

　　Knowledge of principles and methods involved in promoting and selling services

　　Interpersonal skills, including relationship-building skills with clients and co-workers

　　Ability to work independently as well as in a team setting

　　Strong verbal and written communication skills

　　Presentation, organization and critical thinking skills

　　Industry designations such as CIC or CISR

　　The Company

　　Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.

　　EOE, including disability/vets