Associate Client Advocate, Multiple Teams

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Overview

Join our Commercial Risk Unit Team! We are a highly skilled and collaborative team, dedicated to delivering comprehensive risk management guidance to some of the most innovative companies worldwide. Our clients span a wide range of industries, ensuring a dynamic and engaging work environment with new challenges each day.

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:

  • Independently manage client relationships and accounts of advanced complexity and requirements.

  • Perform program comparison and form review, in partnership with Account Executive(s).

  • Independently prepare for, manage and conduct strategy renewal meetings with clients.

  • Act as 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 and ability to assess and oversee internal account billing schedules and discrepancies.

  • Perform thorough contract reviews for clients.

  • Perform database file management and input information.Accurately manage and maintain documents in agency management systems.

  • Provide training and mentorship to Account Coordinators.

  • Perform other duties and special projects as assigned

  • Minimum of 8+ years of brokerage experience is required.

  • Experience in Blue Collar industry and middle market client is required.

  • Exceptional communication skills:written, public speaking and presentation preparation.

  • Exceptional telephone etiquette and customer service skills, diplomacy, professionalism and tact.

  • Advanced knowledge of Microsoft Office and its complex features.

  • Ability to be resourceful, take initiative, solve problems, offer solutions and make process improvements.

  • 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 multi-tasking and flexibility to manage ever changing priorities and deadlines.

  • Intermediate strategic project planning including extended time management.

  • Ability to forge relationships and build trust.

Certificates, Licenses, Registration:

Property and Casualty Insurance License is required.

Compensation and Benefits

Base 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.

Compensation

The base salary compensation range being offered for this role is $77,000 - $144,000 USD annually.

This role is also eligible for an annual short-term incentive bonus.

Company Benefits

WTW 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 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

  • 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.

Pursuant 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.

This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified

EOE, including disability/vets

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...