Associate Client Advocate – Construction, Account Manager
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Job Description
Construction insurance account manager serving complex client accounts for WTW. Developing coverage programs, managing renewals, onboarding, marketing, and client relationships.
Responsibilities:
- Support multi-tier serviced accounts under an Account Executive/Senior Account Manager and supervise an Account Coordinator/Senior Account Coordinator
- Independently manage client relationships and accounts up to $1MM in volume revenue
- Serve as the first and primary client point of contact for day-to-day service, questions, and requests
- Develop, analyze, and implement competitive insurance programs and provide alternatives for client consideration
- Prepare market and quote rates for renewals and new business
- Manage onboarding of new clients
- Manage the marketing process for prospect companies
- Prepare, review, and finalize client communications for delivery
- Communicate and collaborate with producers, clients, and underwriters to obtain information, quote rates, prepare proposals, and 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 client information for new, renewal, cancellation, and endorsement processing
- Perform thorough contract reviews for clients
- Manage database files 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
- Perform other duties and special projects as assigned
Requirements:
- Minimum of 3 - 5 years of brokerage experience is required
- Property and Casualty account management experience is required
- Excellent written communication, public speaking, and presentation preparation skills
- 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
- Ability to work well with others in a fast-paced environment and respond 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, adopt, and train use of technology systems and software applications
- Excellent multitasking skills and flexibility to manage changing priorities and deadlines
- Ability to review internal/external deliverables for accuracy
- Intermediate project planning and management
- Ability to forge relationships and build trust
- Required Property and Casualty Insurance license
- Employment-based non-immigrant visa sponsorship and/or assistance is not offered
Benefits:
- Annual short-term incentive bonus
- Medical insurance including prescription coverage
- Dental insurance
- Vision insurance
- Health Savings Account
- Commuter Account
- Health Care Flexible Spending Account
- Dependent Care Flexible Spending Account
- Group Accident insurance
- Group Critical Illness insurance
- Life Insurance
- AD&D insurance
- Group Legal
- Identity Theft Protection
- Wellbeing Program
- Work/Life Resources including Employee Assistance Program
- Paid Holidays
- Annual Paid Time Off, including state/local paid leave where required
- Short-Term Disability
- Long-Term Disability
- Bereavement leave
- FMLA leave
- ADA leave
- Jury Duty leave
- Military Leave
- Parental and Adoption Leave
- Qualified contributory pension plan, if eligible
- 401(k) plan with annual nonelective company contribution
- Non-qualified retirement plans for eligible senior-level colleagues
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