About this opportunity
WTW inc. lists this Client Advocate opportunity in dallas, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Description
nThe Client Advocate (Large and Complex Segment) role is a senior client-facing role responsible for directly supporting the Construction Commercial Property and Casualty insurance client relationship management efforts, leading placement and broking functions, and coordinating all service activity at the program level. As a vital member of the client service team, the Client Advocate plays a crucial role in facilitating the implementation of program-level strategy and delivering tactical deliverables tailored to the needs of our clients.
nNote: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
nThe Role
nnnPrepare and lead internal strategy meetings, providing program-level oversight, delivery and review of current program, expiring exposures, client service agreements, menu of services offered and client service plan.
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nnCollaborate with Producers or Senior Client Advocates to prepare and participate in external strategy meetings. Maintain in-session documentation and ensure that meeting outcomes and next steps are clearly defined and communicated at the conclusion.
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nnEnsure timely completion of updated exposures and coverage information. Coordinate responses with various client contacts, locations, and divisions.
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nnPrepare submission/coverage specifications and submit proposals to carriers for quotes.
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nnReceive quotes from carriers, negotiate for the best program for clients, and provide coverage comparisons.
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nnOversee the design and preparation of draft proposals; negotiate and finalize carrier quotes, terms, conditions, and coverage confirmations to ensure contract certainty.
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nnEnsure the timely receipt of the Order to Bind from the client. Oversee the delivery of confirmation of coverage and binders. Provide guidance to the Client Manager and Line of Business (LOB) brokers throughout the binding process, including addressing program subjectivities as needed.
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nnProvide oversight during the Final Review process with the Servicing team, as applicable.
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nnSubmit mid-term policy changes to carriers based on client needs. Track the receipt of endorsements and review for accuracy.
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nnManage and oversee the timely and accurate completion of endorsement and audit requests.
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nnProvide oversight, guidance, and/or conduct contract reviews.
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nnOversee the client open items list. Provide leadership and support for ongoing client projects, ensuring subsequent reporting and analysis, such as the Client Advocacy/Stewardship Report.
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nnLead periodic client open items meetings with a frequency/cadence agreed upon with the client.
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nnCoordinate and facilitate meetings, seminars, and other engagement-type activities for clients.
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nnRequest, schedule, attend, and actively participate in regular client and underwriter meetings.
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nnConduct program peer reviews to enhance overall quality and effectiveness.
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nnProvide coaching and mentorship to junior brokers and service team members.
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nnMaintain and develop strong business relationships with Senior Client Advocates, Producers, and Senior Underwriting contacts.
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n nQualifications
nThe Requirements
nnnEight to ten years of client-facing experience in the insurance industry, with a focus on Property and Casualty; a valid Property and Casualty license is mandatory.
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nnDesired expertise in Construction and Real Estate within the insurance sector.
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nnDemonstrated technical expertise in insurance, including the ability to apply knowledge of coverage forms for comprehensive program design, identify coverage gaps, and provide ongoing coverage consultation.
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nnProven excellence in interpreting, analyzing and presenting insurance models in a logical and systematic manner.
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nnIn-depth understanding of the entire end-to-end commercial insurance renewal process.
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nnStrong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
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nnDemonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
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nnProven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
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nnExceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
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nnProficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
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nnIntermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
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nnOpenness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
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nnInsurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
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nnPeriodic travel is required.
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n nThis position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
nCompensation and Benefits
nBase salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
nCompensation
nThe base salary compensation range being offered for this role is $140,000.00-$180, 000.00 USD annually.
nThis role is also eligible for an annual short-term incentive bonus.
nCompany Benefits
nWTW provides a competitive benefit package which includes the following (eligibility requirements apply):
nnnHealth and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
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nnLeave Benefits: Paid Holidays, Annual Paid Time Off (includes state/local paid leave where required), Short-Term Disability, Long-Term Disability, Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave), Paid Time Off ( (only included for Washington roles)
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nnRetirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.
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n nPursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
nAt WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.
nWe understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
nEOE, including disability/vets
Worksite address
dallas, TX, 75215, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.