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FINEX Professional Indemnity Client Advocate

3 months ago

London, Greater London, United Kingdom WTW Full time

The Role

The Client Advocate is responsible for a portfolio of law firm clients and prospects with accountability for the retention of clients and new business development. Will manage and develop client and WTW relationships and grow the portfolio. The Client Advocate is responsible for broking into Lloyds and company markets.

  • Communicate effectively with clients, associates, markets and others
  • Liaise with clients and build strong relationships, lead and deliver the end to end ongoing client service
  • Proactively develop appropriate solutions and proposals for clients
  • Assist with and design programme and pricing structures
  • Check policies, market presentations and client documentation
  • Manage KPIs/SLAs to ensure targets are adhered to
  • Grow existing portfolio by delivering high levels of client services
  • Understand a client or prospect's business, situations, opportunities, problems and key issues
  • Identify primary budget holders and decision makers within clients and prospects
  • Responsibility for supporting the drive of the sales process and business area practice
  • Deliver optimisation of revenue from new and existing clients
  • Respond quickly and accurately to new business introductions
  • Support the BU in accurate budgeting, forecasting and tracking of revenue
  • Actively identify opportunities to work with colleagues across the business
  • Develop and maintain knowledge of relevant products and services
  • Provide technical, industry and subject matter expertise
  • Create and grow relationships with underwriters in London and international markets

The Requirements

  • Preferably ACII qualified or working towards the ACII qualification
  • Preferably educated to degree level or relevant industry experience
  • Experienced practitioner in professional indemnity insurance for law firms, who is seen as a trusted advisor by existing clients
  • Skilled at building effective relationships, at all levels, with clients, prospects, associates, insurers and external specialists
  • Proven track record of delivering high levels of client service
  • Track record of developing new business opportunities
  • Experienced knowledge of insurance markets globally
  • Ability to represent the practice and WTW with integrity and credibility
  • Strong communication, negotiation and influencing skills
  • Experience of working with and adhering to processes and systems to support client service delivery

WTW is an equal opportunity employer