Senior Client Advocate - Project Management Officer
WTW
**Description**
The Project Management Officer will lead individual projects within the team, ensuring that each initiative is executed on time and within client scope. This role requires close collaboration with WTW Client Service Team members and Brokers (stakeholders) to define project goals, timelines, and deliver results that meet or exceed client expectations. Intermittent client engagement may be necessary to properly scope project deliverables.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
**The Role**
+ **Project Planning:** Develop:
+ Comprehensive project plans, including timelines, resource requirements, and client expectations.
+ Use of Engagement 365 (E365) is preferred.
+ **Execution and Monitoring:** Manage all phases of:
+ Project execution to ensure deliverables meet quality standards along with client and stakeholder expectations.
+ Project peer review to enhance overall quality and effectiveness of our processes.
+ **Stakeholder Engagement:** Serve as the primary point of contact for:
+ Project stakeholders, providing regular and constructive feedback on the Service Team’s performance.
+ Coordinate and facilitate meetings, seminars, and other engagement-type activities for CID stakeholders to ensure project success.
+ **Team Coordination:** Collaborate with:
+ Cross-functional teams, facilitating communication and ensuring alignment on client deliverables and objectives.
+ Producers or Senior Client Advocates to prepare and participate in external strategy meetings.
+ Maintain in-session documentation (OneNote, RMS, Excel, Word, PowerPoint, etc.) and ensure that meeting outcomes and next steps are clearly defined and communicated at session conclusion.
+ **Risk Management:** Identify and mitigate any potential Errors & Omissions (E&O) exposures to WTW or the service team.
+ **Documentation:**
+ Maintain detailed project documentation, including plans, status reports, and lessons learned.
+ Develop a dashboard to be shared with CID leadership (monthly) and our stakeholders (quarterly).
**Qualifications**
**The Requirements**
+ Bachelor’s degree in business administration, Project Management, or a related field; PMP or similar certification preferred.
+ 5+ years of experience managing projects, preferably within the insurance brokerage or financial services industry.
+ Proven ability to manage multiple projects simultaneously.
+ Excellent communication, negotiation, and problem-solving skills.
+ Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
+ Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
+ Proven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
+ Exceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
+ Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
+ Intermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
+ Openness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
+ Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
+ Periodic travel is required.
This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.
**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 base 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 and potential for revenue generation.
**Compensation**
The base salary compensation range being offered for this role is $150,000-$170,000 USD per year.
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 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) ( _Washington State only_ )
+ Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).
EOE, including disability/vets
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