[Hiring] Associate Client Advocate - Construction - Account Manager @WTW

Role Description

This position is responsible for development, communication, and service needs for our Construction client companies and for retaining large, complex accounts through relationship management.

Location: Remote – This position is open to candidates residing anywhere within the United States.

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

What You’ll Be Responsible For

• Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervising an Account Coordinator/Senior Account Coordinator.
• Independently manages client relationships and accounts up to $1MM in volume revenue.
• Act as first and primary client point of contact to provide day-to-day service by responding to client questions and requests.
• Develop, analyze, and implement competitive insurance programs, providing various alternatives for client consideration. Prepare market, quote rates for renewals and new business.
• Manage the onboarding process of new clients.
• Manage the marketing process for prospect companies.
• Prepare and review client communications and finalize for delivery.
• Communicate and collaborate with producers, clients and underwriters to obtain information, quote rates, prepare proposals, or service existing accounts.
• Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements. Review, evaluate, rate and market Commercial Insurance applications and documents for accuracy.
• Compile and organize all client information necessary to process new, renewal, cancellation and endorsements.
• Perform thorough contract reviews for clients.
• Perform database file management and input information. Accurately manage and maintain documents in agency management systems.
• Provide training to Account Coordinators.
• May manage Account Coordinators and Account Assistants.
• May manage and/or train the next level down (i.e. AE may manage and train AMs or ACs.; AM may manage and train ACs).
• Perform other duties and special projects as assigned.

Qualifications

• Minimum of 3 - 5 years of brokerage experience is required.
• Property and Casualty account management experience is required.
• Excellent communication skills: written, public speaking and presentation preparation.
• Excellent telephone etiquette and customer service skills, professionalism and tact.
• Advanced knowledge of Microsoft Office and its more complex features.
• Ability to be resourceful, take initiative, solve problems and offer solutions.
• Works well with others in a fast-paced environment and is responsive to co-workers and colleagues.
• Ability to train, delegate, provide oversight and give feedback.
• Adaptability and flexibility to address issues and client needs.
• Excellent time management skills.
• Ability to learn and adopt and train use of technology systems and software applications.
• Excellent at multitasking and flexibility to manage ever-changing priorities and deadlines.
• Ability to review internal/external deliverables to ensure accuracy.
• Intermediate project planning and management.
• Ability to forge relationships and build trust.

Requirements

• Property and Casualty Insurance license.

Benefits

• Base salary range: $90,000 - $120,000 USD annually.
• This role is also eligible for an annual short-term incentive bonus.
• 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 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).
• Retirement 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.