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Associate Client Advocate - Technology, Media and Telecom image - Rise Careers
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Associate Client Advocate - Technology, Media and Telecom

DescriptionThe Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Technology, Media & Telecom Industry Vertical Division (IVD).The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs. The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting 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 and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required.As an ACA you are expected to have:• Basic negotiation skills and demonstrated experience• Basic account management skills and demonstrated experience• Basic project management skills and demonstrated experience• Strong presentation skills• Ability to adapt to change• Solid organization skills• Ability to mentor a Client Specialist colleagueAs an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader.Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The Role• Retains existing book of business, develops, and strengthens client relationships• Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience• Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.• Recommend appropriate solutions throughout the policy term (including acquisition due diligence)• Maximizes the profitability of the client account & drives retention of that business• In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting • Collaborates with client teams during Internal and External Strategy Meetings• Engages with sales and broking to understand marketplace changes• Supports the fee/compensation agreement and overall client invoicing processes• Supports defensive RFP responses• Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules• Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients• Ensures all policy requirements (legal, regulatory & compliance) are met• Client-level coordination & management of all service delivery (GSD)• Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations• Gather and receive all client information working in collaboration with the Client Specialist• Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.QualificationsThe Requirements• Targeted at least 4-6 years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation• Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models• Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs• Negotiation skills – the ability to drive conflict resolution and secure concessions without damaging relationships.• Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace• Knowledge of commercial insurance renewal end-to-end process, steps and owners• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations• Daily management of work assignments, mentoring, and collaboration with a Client Specialist• Receptive to feedback; critical thinking and problem-solving skills, high adaptability• Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively• Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects• Proficient Microsoft Office skills and familiarity with other relevant online tools• Must achieve and maintain an active insurance broker’s P&C license, and complete various continuing education activities as needed• Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.Compensation and BenefitsBase 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.CompensationThe base salary compensation range being offered for this role is $90,000 - $130,000 USD per year.This role is also eligible for an annual short-term incentive bonus.Company BenefitsWTW provides a competitive benefit package which includes the following (eligibility requirements apply):• Health 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)• Leave Benefits: Paid Holidays, Annual Paid Time Off (includes paid 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 (Washington State only)• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).At 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.We 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.EOE, including disability/vets
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What You Should Know About Associate Client Advocate - Technology, Media and Telecom, WTW

As an Associate Client Advocate at WTW in New York, NY, you'll play a pivotal role in supporting our clients within the Technology, Media, and Telecom sectors. Your mission is to enhance client relationships through exceptional service and a deep understanding of their insurance and risk management needs. Working closely with a team of seasoned professionals, you’ll have the opportunity to engage in strategic planning while also being the primary contact for client inquiries and service coordination. Your days will be filled with exciting tasks, such as conducting market research, creating engaging presentations, and collaborating with internal teams to ensure our clients receive comprehensive coverage solutions. As you build rapport with clients, you’ll help identify opportunities to enhance profitability and strengthen client retention. If you thrive in a dynamic environment and enjoy mentoring fellow colleagues while tackling challenges, this role will empower you to grow your skills in negotiation, project management, and relationship building. With WTW’s commitment to flexible working arrangements, you can expect a work-life balance that suits your unique needs while delivering top-notch service. Embrace this chance to make a real impact on our clients' success and advance your career in a vibrant industry!

Frequently Asked Questions (FAQs) for Associate Client Advocate - Technology, Media and Telecom Role at WTW
What are the main responsibilities of an Associate Client Advocate at WTW?

The Associate Client Advocate at WTW is responsible for a variety of key tasks, including retaining existing client relationships, identifying and integrating internal resources to enhance client service, and providing strategic planning support. This role involves liaising with clients to monitor their ongoing insurance and risk management needs while collaborating closely with sales teams to respond effectively to market changes. The ACA also plays a crucial role in the renewal processes, ensuring all client requirements are met in a timely and compliant manner.

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What qualifications are needed for the Associate Client Advocate position at WTW?

Candidates for the Associate Client Advocate role at WTW should ideally possess at least 4-6 years of experience in commercial Property & Casualty insurance, particularly in a client-facing capacity. Proficiency in negotiation, account management, and project management is essential. Additionally, strong communication skills, both verbal and written, are crucial for effective client interactions and presentations. Attaining and maintaining an active insurance broker's P&C license is also necessary for this position.

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How does WTW support career growth for Associate Client Advocates?

WTW encourages career progression for Associate Client Advocates by fostering a supportive environment where mentoring relationships flourish. In this role, professionals have the potential to mentor newcomers and work collaboratively with more experienced colleagues, ensuring continuous learning and skill enhancement. Moreover, WTW emphasizes ongoing education opportunities and professional certifications, which can help ACAs advance their careers within the company.

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What skills should an Associate Client Advocate possess to be successful at WTW?

Success as an Associate Client Advocate at WTW demands a varied skill set, including strong negotiation capabilities, effective relationship management, and keen project management skills. Being organized and adaptable to the fast-paced changes in the industry will help ACAs efficiently manage their responsibilities. Furthermore, having the ability to deliver compelling presentations and communicate intricate insurance information clearly is key to building trust with clients and ensuring their needs are met.

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What are the typical challenges faced by Associate Client Advocates at WTW?

Associate Client Advocates at WTW may face challenges such as adapting to ever-changing industry regulations, addressing complex client needs while working under tight deadlines, and ensuring the seamless coordination of various service activities. Successfully engaging clients and navigating negotiations can also be demanding, requiring both strategic thinking and effective interpersonal skills to maintain positive relationships and meet client expectations.

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Common Interview Questions for Associate Client Advocate - Technology, Media and Telecom
How do you handle difficult client situations as an Associate Client Advocate?

When confronted with a difficult client situation, it's essential to remain calm and focused. I would first listen actively to the client's concerns to understand their perspective clearly. Then, I'd analyze the situation and employ effective communication to resolve any issues while ensuring the client feels valued. This approach establishes trust and demonstrates my commitment to addressing their needs.

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Can you describe your experience with commercial Property & Casualty insurance?

Certainly! In my previous role, I gained comprehensive experience with commercial Property & Casualty insurance. I assisted clients with policy acquisitions, identified coverage gaps, and provided ongoing consultation to ensure their coverage remained relevant to their risk exposure. Being well-versed in the end-to-end renewal process, I coordinated closely with clients to facilitate seamless transitions and maintain compliance.

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How do you prioritize tasks in a fast-paced environment?

To prioritize tasks effectively, I typically start by assessing deadlines and the impact of each task on client relations and business objectives. I create a to-do list, categorize tasks based on urgency and importance, and review it throughout the day to adjust as priorities shift. This organizational strategy ensures that I'm always focused on delivering value to clients promptly.

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What negotiation strategies do you find most effective in client advocacy?

In client advocacy, I find that preparation and empathy are crucial negotiation strategies. Understanding the client's motivations and potential objections allows me to tailor my approach effectively. Additionally, fostering a collaborative dialogue rather than an adversarial stance ensures that both parties work toward a mutually beneficial solution, ultimately leading to stronger relationships.

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Describe a time when you successfully contributed to a team project.

In my last position, our team was tasked with developing a comprehensive client presentation. I collaborated closely with my colleagues to gather insights and data, and we brainstormed creative ways to present our findings effectively. As the team was preparing for the final delivery, I volunteered to lead our practice sessions, enhancing our overall performance. The client was impressed with our presentation, leading to renewed business.

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How do you keep up with the latest industry trends in insurance?

To stay informed about the latest trends in insurance, I regularly follow industry publications, participate in webinars, and engage in networking opportunities within professional associations. I also make it a practice to attend conferences and seminars to gain insights directly from thought leaders in the field. This continuous learning helps me provide the best possible service to clients.

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What role does communication play in your work as an Associate Client Advocate?

Communication plays a central role in my work as an Associate Client Advocate. Being effective at conveying complex insurance information in a clear, understandable manner is vital, especially when interacting with clients who may not be familiar with the technical details. Regular communication ensures that clients feel informed, involved, and confident in the services we provide.

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How do you ensure compliance with legal and regulatory requirements?

I ensure compliance with legal and regulatory requirements by staying current with industry regulations and relevant laws. I regularly review client policies and procedures to identify any potential compliance gaps, collaborating with the internal compliance team to address them proactively. I believe that thorough documentation and ongoing education play significant roles in maintaining compliance.

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What methods do you use to build strong relationships with clients?

Building strong relationships with clients requires a personal touch. I make an effort to understand their unique needs and preferences and ensure they feel heard. Regular check-ins, timely responses to their inquiries, and providing value beyond basic services—like sharing relevant market insights—are effective methods that I use to foster long-term, trusting relationships.

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What do you enjoy most about the Associate Client Advocate role?

What I enjoy most about the Associate Client Advocate role is the opportunity to make a tangible impact on clients' experiences. I find fulfillment in problem-solving and helping clients navigate their insurance needs effectively. This role allows me to leverage my skills in relationship building and strategic planning while contributing to the success of both clients and my organization.

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Full-time, hybrid
DATE POSTED
December 7, 2024

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