Client Advocate - Public Sector & Education - Northeast

The Role

The Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The CA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned.

An CA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Client Advocate (CA) is responsible for maximizing revenue from existing clients. Needs to be comfortable “upselling” the client and growing the account.

The CA will lead RFPs, oral presentations and pitches. As a senior member of the organization, you will have additional responsibility serving as:

• A mentor to colleagues
• A Subject Matter Expert for one or more lines of business
• A Team Leader

This role offers a hybrid working opportunity, with some required office time and travel to client locations based out of any Northeastern US office, with a preference for Boston.

• Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
• Contributes to new business opportunities for new clients and develops business opportunities with existing clients
• Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership
• Engages with sales and broking to understand marketplace changes
• Establishes comprehensive understanding of client’s industry, business, and objectives
• Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
• Drives creation and delivery of E365 Plan and Client Stewardship report
• Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
• Leads and mentors account team members
• Maximizes the profitability and retention of their book of business
• Negotiates, creates, and delivers fee/compensation agreements to clients
• Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
• Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
• Drives the renewal process to establish and implement the client-specific renewal strategy. Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
• Ensures Group policy requirements (legal, regulatory & compliance) are met
• Other duties as identified and appropriate to ensure exceptional client experience

• Experience:
• 5+ years of commercial Property & Casualty experience in a client-facing role.
• Expertise in public sector risk programs, such as education-specific clients (schools, municipalities, higher education institutions, charter networks, state agencies, and special districts) and/or government contractor clients.
• Strong understanding of governmental risk exposures (public safety, transportation fleets, utilities, parks & recreation, public facilities, emergency services).
• Experience managing large, multi-location property schedules (schools, municipal buildings, infrastructure assets).
• Technical Knowledge:
• Strong understanding of coverage forms for program design, gap analysis, and ongoing consultation.
• Ability to interpret underwriting submissions, exposure schedules, loss runs, COPE data, and actuarial evaluations.
• Knowledge of public sector procurement processes (RFPs, competitive bidding, compliance…