Associate Client Advocate - Natural Resources
WTW · Houston, TX · 1 mo ago
On-siteOTHRFull-time
We need to output HTML fragment with sections: use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to parse description.
We have description text with many details. We need to extract sections: About the role (maybe summary), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to avoid repeating job title. No Job ID.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also note: "Note: Employment-based non-immigrant visa sponsorship..." is maybe not boilerplate but could be considered a note; but it's not a section heading; we can keep as part of description? Probably keep as part of responsibilities? It's a note about visa sponsorship; it's not boilerplate? It's a specific statement about sponsorship not offered. Might be considered relevant but not a section. We'll keep it maybe in About the role or Responsibilities.
We need to preserve all substantive information.
Let's extract content.
First paragraph: "Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs. The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required. As An ACA You Are Expected To Have Basic negotiation skills and demonstrated experienceBasic account management skills and demonstrated experienceBasic project management skills and demonstrated experienceStrong presentation skillsAbility to adapt to changeSolid organization skillsAbility to mentor a Client Specialist colleague As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity."
Then "The Role Retains existing book of business, develops, and strengthens client relationships Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence) Maximizes the profitability of the client account & drives retention of that business In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting Collaborates with client teams during Internal and External Strategy MeetingsEngages with sales and broking to understand marketplace changes Supports the fee/compensation agreement and overall client invoicing processesSupports defensive RFP responses Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients Ensures all policy requirements (legal, regulatory & compliance) are met Client-level coordination & management of all service delivery (GSD) Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalationsGather and receive all client information working in collaboration with the Client SpecialistResponsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards."
Then "Qualifications The Requirements 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needsNegotiation skills – the ability to drive conflict resolution and secure concessions without damaging relationships.Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace Knowledge of commercial insurance renewal end-to-end process, steps and owners Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Daily management of work assignments, mentoring, and collaboration with a Client SpecialistReceptive to feedback; critical thinking and problem-solving skills, high adaptability Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects Proficient Microsoft Office skills and familiarity with other relevant online tools Must achieve and maintain an active insurance broker’s P&C license, and complete various continuing education activities as needed Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)Qualified candidates will be those who demonstrate the following skills: effective verbal and written communication, time management and prioritization, strong attention to detail, customer service capabilities and commitment to personal growthDemonstrated proficiency in leveraging approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.Commitment to continuous learning, emerging technologies, and AI adoption initiatives. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified."
Then "Company Benefits (US locations) 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 (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. 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"
We need to remove EEO etc. So we should strip the last sentences about Fair Chance Ordinance and EOE. Also remove "Please speak to your recruiter to discuss more." maybe not needed? It's not boilerplate but maybe okay to keep? It's a suggestion; but it's not substantive about the role. Might be considered filler. Safer to remove.
We need sections: About the role (maybe first paragraph summarizing role). Responsibilities (the "The Role" bullet list). Requirements (maybe the "Qualifications The Requirements" part). Qualifications (maybe the list after "Qualified candidates will be those who demonstrate the following skills:"? Actually that seems like Skills. But we have both Requirements and Qualifications sections. The text lumps them. We need to split: Requirements: 5+ years experience, ability to apply knowledge, etc. Qualifications: maybe the list of skills like effective verbal/written communication, time management, etc. Also AI-related skills. Also maybe "Insurance industry designations preferred but not required" could be under Qualifications.
Skills: maybe the list of "Basic negotiation skills..." etc earlier? Actually earlier there is a list: "As An ACA You Are Expected To Have Basic negotiation skills and demonstrated experienceBasic account management skills and demonstrated experienceBasic project management skills and demonstrated experienceStrong presentation skillsAbility to adapt to changeSolid organization skillsAbility to mentor a Client Specialist colleague". That's a skills list. Also later there is "Strong project management skills: Support the CA..." etc. So we could have Skills section covering those.
Benefits: we have the Company Benefits paragraph.
Pay and Schedule: not present, so we omit those sections.
We must not create empty sections.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
Now we need to format with
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Need to parse description.
We have description text with many details. We need to extract sections: About the role (maybe summary), Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to avoid repeating job title. No Job ID.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. Also note: "Note: Employment-based non-immigrant visa sponsorship..." is maybe not boilerplate but could be considered a note; but it's not a section heading; we can keep as part of description? Probably keep as part of responsibilities? It's a note about visa sponsorship; it's not boilerplate? It's a specific statement about sponsorship not offered. Might be considered relevant but not a section. We'll keep it maybe in About the role or Responsibilities.
We need to preserve all substantive information.
Let's extract content.
First paragraph: "Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague’s advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level. This role works in conjunction with a Producer and Client Advocate within our Global Natural Resources Industry Vertical Division (IVD). The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client’s insurance and risk management needs. The ACA has a strong connection to the client’s business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts. The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations/proposals, assist and respond to defensive RFPs, and attend oral presentations where required. As An ACA You Are Expected To Have Basic negotiation skills and demonstrated experienceBasic account management skills and demonstrated experienceBasic project management skills and demonstrated experienceStrong presentation skillsAbility to adapt to changeSolid organization skillsAbility to mentor a Client Specialist colleague As an ACA you have the potential to serve as a mentor to other ACAs, a partner/ team member for others within your IVD, or an ACA Leader. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity."
Then "The Role Retains existing book of business, develops, and strengthens client relationships Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence) Maximizes the profitability of the client account & drives retention of that business In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting Collaborates with client teams during Internal and External Strategy MeetingsEngages with sales and broking to understand marketplace changes Supports the fee/compensation agreement and overall client invoicing processesSupports defensive RFP responses Aids in the design and delivery of full client presentations/proposals, client advocacy reports, client service plans and schedules Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients Ensures all policy requirements (legal, regulatory & compliance) are met Client-level coordination & management of all service delivery (GSD) Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalationsGather and receive all client information working in collaboration with the Client SpecialistResponsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards."
Then "Qualifications The Requirements 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation Depending on the complexity of accountability to understand, interpret, analyze, and/or present analytical models Relationship Management skills: ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needsNegotiation skills – the ability to drive conflict resolution and secure concessions without damaging relationships.Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace Knowledge of commercial insurance renewal end-to-end process, steps and owners Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations Daily management of work assignments, mentoring, and collaboration with a Client SpecialistReceptive to feedback; critical thinking and problem-solving skills, high adaptability Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal/external stakeholders, and provides clear guidance to ensure others fulfill roles effectively Strong project management skills: Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects Proficient Microsoft Office skills and familiarity with other relevant online tools Must achieve and maintain an active insurance broker’s P&C license, and complete various continuing education activities as needed Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)Qualified candidates will be those who demonstrate the following skills: effective verbal and written communication, time management and prioritization, strong attention to detail, customer service capabilities and commitment to personal growthDemonstrated proficiency in leveraging approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.Commitment to continuous learning, emerging technologies, and AI adoption initiatives. This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified."
Then "Company Benefits (US locations) 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 (Washington State only) Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more. 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"
We need to remove EEO etc. So we should strip the last sentences about Fair Chance Ordinance and EOE. Also remove "Please speak to your recruiter to discuss more." maybe not needed? It's not boilerplate but maybe okay to keep? It's a suggestion; but it's not substantive about the role. Might be considered filler. Safer to remove.
We need sections: About the role (maybe first paragraph summarizing role). Responsibilities (the "The Role" bullet list). Requirements (maybe the "Qualifications The Requirements" part). Qualifications (maybe the list after "Qualified candidates will be those who demonstrate the following skills:"? Actually that seems like Skills. But we have both Requirements and Qualifications sections. The text lumps them. We need to split: Requirements: 5+ years experience, ability to apply knowledge, etc. Qualifications: maybe the list of skills like effective verbal/written communication, time management, etc. Also AI-related skills. Also maybe "Insurance industry designations preferred but not required" could be under Qualifications.
Skills: maybe the list of "Basic negotiation skills..." etc earlier? Actually earlier there is a list: "As An ACA You Are Expected To Have Basic negotiation skills and demonstrated experienceBasic account management skills and demonstrated experienceBasic project management skills and demonstrated experienceStrong presentation skillsAbility to adapt to changeSolid organization skillsAbility to mentor a Client Specialist colleague". That's a skills list. Also later there is "Strong project management skills: Support the CA..." etc. So we could have Skills section covering those.
Benefits: we have the Company Benefits paragraph.
Pay and Schedule: not present, so we omit those sections.
We must not create empty sections.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits.
Now we need to format with headings and - for lists,
for prose.
We need to preserve all substantive information; not invent or summarize away detail. So we need to keep details as they appear, but we can format into lists.
We must avoid duplication. Ensure we don't repeat same info across sections unnecessarily, but we can keep if it's distinct.
Let's extract each piece.
About the role: Could be the initial description up to "Note: Employment-based non-immigrant visa sponsorship..." maybe combine.
Let's craft About the role paragraph: Summarize the role: The Associate Client Advocate (ACA) client-facing functions utilizing advanced skills in Commercial Property and Casualty Insurance, responsible for blend of internal delivery activities, supporting client relationships, strategy development, execution at insurance program level, works with Producer and Client Advocate in Global Natural Resources Industry Vertical Division, owns client service activities and engagement via daily coordination with assigned Client Specialist in Global Service Delivery Team, primary point of contact for service, escalation, placement to meet client’s insurance and risk management needs, strong connection to client’s business, understands industry, aids in maximizing profitability of existing clients by supporting new business efforts, primary responsibility to provide exceptional client experience focusing on direct client engagement and retention, includes engaging with sales and broking to understand marketplace changes, design/deliver client presentations/proposals, assist/respond to defensive RFPs, attend oral presentations where required. Also note visa sponsorship not offered.
We need to keep all details; we can keep as prose.
Responsibilities: The bullet list from "The Role" paragraph. Let's list each responsibility as separate
- . Need to split by sentences or phrases.
The Role paragraph: "Retains existing book of business, develops, and strengthens client relationships Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence) Maximizes the profitability of the client account & drives retention of that business In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting Collaborates with client teams during Internal and External Strategy MeetingsEngages with sales and broking to understand marketplace changes Supports the fee/compensation agreement and overall client invoicing processesSupports defensive RFP responses Aids in the design and delivery of full
- for lists,
for prose. We need to preserve all substantive information; not invent or summarize away detail. So we need to keep details as they appear, but we can format into lists. We must avoid duplication. Ensure we don't repeat same info across sections unnecessarily, but we can keep if it's distinct. Let's extract each piece. About the role: Could be the initial description up to "Note: Employment-based non-immigrant visa sponsorship..." maybe combine. Let's craft About the role paragraph: Summarize the role: The Associate Client Advocate (ACA) client-facing functions utilizing advanced skills in Commercial Property and Casualty Insurance, responsible for blend of internal delivery activities, supporting client relationships, strategy development, execution at insurance program level, works with Producer and Client Advocate in Global Natural Resources Industry Vertical Division, owns client service activities and engagement via daily coordination with assigned Client Specialist in Global Service Delivery Team, primary point of contact for service, escalation, placement to meet client’s insurance and risk management needs, strong connection to client’s business, understands industry, aids in maximizing profitability of existing clients by supporting new business efforts, primary responsibility to provide exceptional client experience focusing on direct client engagement and retention, includes engaging with sales and broking to understand marketplace changes, design/deliver client presentations/proposals, assist/respond to defensive RFPs, attend oral presentations where required. Also note visa sponsorship not offered. We need to keep all details; we can keep as prose. Responsibilities: The bullet list from "The Role" paragraph. Let's list each responsibility as separate
- . Need to split by sentences or phrases. The Role paragraph: "Retains existing book of business, develops, and strengthens client relationships Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience Provides direct or supporting strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence) Maximizes the profitability of the client account & drives retention of that business In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting Collaborates with client teams during Internal and External Strategy MeetingsEngages with sales and broking to understand marketplace changes Supports the fee/compensation agreement and overall client invoicing processesSupports defensive RFP responses Aids in the design and delivery of full