Client Advocate

About the role

The Client Advocate is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and maximizing revenue from existing clients.

Responsibilities

• Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
• Contributes to new business opportunities for new clients and develops business opportunities with existing clients
• Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership
• Engages with sales and broking to understand marketplace changes
• Establishes comprehensive understanding of client’s industry, business, and objectives
• Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
• Drives creation and delivery of E365 Plan and Client Stewardship report
• Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
• Leads and mentors account team members
• Maximizes the profitability and retention of their book of business
• Negotiates, creates, and delivers fee/compensation agreements to clients
• Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
• Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
• Drives the renewal process to establish and implement the client-specific renewal strategy. Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
• Ensures Group policy requirements (legal, regulatory & compliance) are met

Requirements

• Experience:
  • 5+ years of commercial Property & Casualty experience in a client-facing role
  • Experience managing and servicing complex client relationships preferred
• Technical Knowledge:
  • Strong understanding of coverage structures, program design, and gap analysis
  • Ability to interpret underwriting submissions, exposure data, loss runs, and analytics
  • Familiarity with the RFP process and working within structured client requirements
  • Experience supporting complex insurance programs, including multi-location risks and specialized exposures
• Analytical & Presentation Skills:
  • Ability to analyze and interpret data to inform client strategy
  • Strong presentation skills, including experience presenting to senior stakeholders
• Professional Skills:
  • Strong relationship management and client advisory capabilities
  • Effective negotiation and problem-solving skills
  • Ability to manage complex projects and competing priorities
  • Demonstrated leadership and collaboration skills
• Licensing & Credentials:
  • Must maintain an active Property & Casualty broker license
  • Professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS)

Company Benefits (US locations)

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

Other

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.