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
• Learns 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:
  • 7+ 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)

Qualifications

• Experience:
  • 7+ 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:
  • Maintain an active Property & Casualty broker license
  • Professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS)