Southeast Large Account Leader

Description
As a Global Client Advocate and Strategic Client Engagement Leader within Corporate Risk and Broking (CRB), you will be responsible for driving new business development through proactive prospecting, generating expansion opportunities within existing accounts, and contributing to the overall financial performance of CRB NA. This includes managing and retaining a portfolio of Fortune 1000 clients, deploying resources efficiently to ensure profitability, and cultivating strong relationships with key stakeholders, including risk buyers.

This role is focused on a portfolio of assigned large and/or complex clients and prospects. Key responsibilities include account planning, pricing strategy, client profitability, and delivering exceptional service as the primary point of contact within CRB.

Additionally, you will collaborate cross-functionally—working with the Head of Client Service on performance metrics (KPIs), turnaround times, quality standards, adoption metrics, and compliance requirements. You will also partner closely with leaders across Industry, Placement, Risk & Analytics, and Geography to support and advance our Specialization Strategy.

Major Responsibilities:

Drive profitable growth from the assigned portfolio of clients and prospects

Achieve target revenues in the following areas:

Maintain and grow a core book of revenue from existing clients

Achieve revenue growth focused in the Fortune 1000 by creating effective sales strategies to new clients or upselling to current clients

Maintain an active pipeline of new clients with short- and long-term revenue opportunities

Coordinate cross-selling efforts with our Health, Wealth and Career clients, especially in the F1000

Lead the RFP process for new and expanded opportunities

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

Drive pricing of services and appropriate allocation

Strong client retention

Ensure all clients have an Independent Client Service review at least every two years

Serve 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

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

Embrace the responsibility to demonstrate inclusive, positive, and colleague empowered leadership as a member of the Client Management function’s senior leadership team.

Develop and use a deep understanding of WTW’s capabilities and expertise across the company

Build diverse and inclusive teams through strategic internal and external talent identification and recruitment

Develop and mentor others

Qualifications
Knowledge/Skills/Behaviors:

15+ years of experience managing highly complex global accounts

Must hold all regulatory licenses, certifications, or other requirements applicable under local
ational legislation.

Must be availability to travel on an as needed basis

Prior experience working with C‑Suite level required

Industry focus specialization a plus

Sales experience a definite plus

Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

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

Company Benefits

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

Retirement Benefits:

Contributory Pension Plan and Savings Plan (401k). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans

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.

EOE, including disability/vets

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