Client Advocate

About the Role

The Client Advocate (Large and Complex Segment) is a senior client‑facing role responsible for directly supporting Construction Commercial Property and Casualty insurance client relationship management, leading placement and broking functions, and coordinating all service activity at the program level. The role facilitates implementation of program‑level strategy and delivers tactical deliverables tailored to client needs. Employment‑based non‑immigrant visa sponsorship or assistance is not offered for this opportunity.

Responsibilities

• Prepare and lead internal strategy meetings, providing program‑level oversight, delivery and review of current program, expiring exposures, client service agreements, menu of services offered and client service plan.
• Collaborate with Producers or Senior Client Advocates to prepare and participate in external strategy meetings.
• Maintain in‑session documentation and ensure meeting outcomes and next steps are clearly defined and communicated.
• Ensure timely completion of updated exposures and coverage information; coordinate responses with various client contacts, locations, and divisions.
• Prepare submission/coverage specifications and submit proposals to carriers for quotes.
• Receive carrier quotes, negotiate for the best program for clients, and provide coverage comparisons.
• Oversee design and preparation of draft proposals; negotiate and finalize carrier quotes, terms, conditions, and coverage confirmations to ensure contract certainty.
• Ensure timely receipt of the Order to Bind from the client and oversee delivery of confirmation of coverage and binders.
• Provide guidance to the Client Manager and Line of Business brokers throughout the binding process, including addressing program subjectivities.
• Oversee the Final Review process with the Servicing team, as applicable.
• Submit mid‑term policy changes to carriers based on client needs; track receipt of endorsements and review for accuracy.
• Manage and oversee timely and accurate completion of endorsement and audit requests.
• Provide oversight, guidance, and/or conduct contract reviews.
• Oversee the client open items list and lead periodic client open items meetings.
• Coordinate and facilitate meetings, seminars, and other engagement‑type activities for clients.
• Request, schedule, attend, and actively participate in regular client and underwriter meetings.
• Conduct program peer reviews to enhance overall quality and effectiveness.
• Provide coaching and mentorship to junior brokers and service team members.
• Maintain and develop strong business relationships with Senior Client Advocates, Producers, and Senior Underwriting contacts.

Requirements

• Eight to ten years of client‑facing experience in the insurance industry, focused on Property and Casualty; a valid Property and Casualty license is mandatory.
• Desired expertise in Construction and Real Estate within the insurance sector.
• Technical expertise in insurance, including application of coverage forms for comprehensive program design, identification of coverage gaps, and ongoing coverage consultation.
• Proven ability to interpret, analyze, and present insurance models logically and systematically.
• In‑depth understanding of the end‑to‑end commercial insurance renewal process.
• Strong leadership capabilities within Servicing functions, including delegation, coaching, and mentoring.
• Demonstrated organizational leadership and influence in matrixed collaborations (e.g., Broking).
• Proven negotiation skills with the ability to resolve conflicts and secure concessions while preserving relationships.
• Exceptional problem‑solving skills, encompassing critical thinking, adaptability, and creativity.
• Proficiency in project management: attention to detail, organization, time management, prioritization, delegating, and decision‑making.
• Intermediate‑plus proficiency in Microsoft Office, especially Excel (pivot tables, formulas, macros, etc.).
• Openness to feedback, strong critical‑thinking abilities, and high adaptability.
• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
• Periodic travel is required.

Compensation

The base salary range for this role is $140,000 – $180,000 USD annually. The position is also eligible for an annual short‑term incentive bonus.

Benefits

• Health and Welfare:
  • 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 and AD&D
  • Group Legal
  • Identity Theft Protection
  • Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits:
  • Paid Holidays
  • Annual Paid Time Off (including state/local paid leave where required)
  • Short‑Term Disability
  • Long‑Term Disability
  • Other leaves (Bereavement, FMLA, ADA, Jury Duty, Military, Parental and Adoption)
  • Paid Time Off (specific to Washington roles)
• Retirement:
  • Qualified contributory pension plan (if eligible)
  • 401(k) plan with annual nonelective company contribution
  • Non‑qualified retirement plans available to senior‑level colleagues who meet eligibility requirements