Personal Lines Strategic Client Engagement Leader -NorthEast

Personal Lines Strategic Client Engagement Leader -NorthEast

17 Jul 2024
New York, New york city 00000 New york city USA

Personal Lines Strategic Client Engagement Leader -NorthEast

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

SCEL is exclusively focused on the development of a robust pipeline of HNW, Ultra HNW, and Family Office prospects with an eye towards immediate revenue and long-term pipeline for sustainable growth in the NY Metro area and Boston Metro area

Hybrid sales, strategic consulting, executive stewardship role

SCEL is expected to access senior relationships through internal and external networking, centers of influence, and insurance carrier partnerships

Deliver the highest level of customer service as primary point of contact for clients in CRB segment

Coordinate activities from across WTW to ensure excellence in the client experience

Leads the development and strategy for client acquisition in partnership with all internal WTW IVD and all key global & regional stakeholders

Maintains relationship with client post-win but as strategic advisor, not ‘day to day’

Drives profitable growth from the region

Embraces and executes upon “One WTW” solutions, consulting and mindset

Achieves target revenues in the following areas :

Achieves revenue growth by creating effective sales strategies to new clients or upsell to current clients

New Client expectation of $1mm in annual revenue in the first 4 years with Yr 1 at $200k booked revenue with substantial wins within the first 6 months, Yr 2 at $250k booked revenue, year 3 at $250k booked revenue, year 4 at $300k booked revenue

Measurement by pipeline activity and material pursuits as well as booked revenue

95%+ client retention

Serves as the primary ‘portal’ to WTW for the client, bringing the right subject matter experts & resources to the opportunity to work collaboratively with the client in that space

Builds deep client relationships and manages the totality of the client relationship to meet Client KPIs and deliver excellence in the client experience

The Requirements

Holds all regulatory licenses, certifications, or other requirements applicable under local/national legislation.

Availability to travel on an as-needed basis

15+ years experience managing highly complex global accounts

Prior experience working with C-Suite level

Industry focus specialization a plus

Sales experience required

Leading self and others with the WTW values & behaviors as guide

Recognizing the breadth of WTW and engaging resources across the matrix

Focused delivery keeping the client needs as top of mind

Bringing strategic thinking and delivery to enhance outcomes for both the client and WTW

Delivering successes to WTW using resources across geographies, segments and the matrix

Thinking and navigating proactively across WTW to utilize the resources, knowledge and tools available

Compensation and BenefitsBase salary range and benefits information for this position are being included in accordance with requirements for various state/local pay transparency legislation. Please note that base salaries may vary for different individuals in the same role base on several factors, including but not limited to location of the role, individual qualifications, education/profession certifications, experience, performance in the role and potential for revenue generation (Producer roles only).CompensationThe base salary being offered for this role is 190,000 USD to 225,000 USD per year. The role is also eligible for a Short-Term incentive plan.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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf)

Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

EEO, including disability/vets

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