Client Advocate - Southeast

About the role

The Client Advocate is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and owning the E365 Service plan. They coordinate WTW resources to meet clients’ insurance and risk management needs, act as the primary relationship manager, and are ultimately accountable for client retention, profitability, and delivery of outcomes. This hybrid role includes some required office time and travel to client locations across the United States. Employment‑based non‑immigrant visa sponsorship is not offered for this opportunity.

Responsibilities

• Retain and grow an existing book of business, serving as the primary client relationship contact.
• Identify and develop new business opportunities with existing clients and contribute to new client acquisition.
• Lead the RFP response process, including review, resource coordination, and document ownership.
• Engage with sales and broking teams to stay informed on marketplace changes.
• Develop a comprehensive understanding of each client’s industry, business, and objectives.
• Provide strategic planning and consulting advice; monitor insurance and risk management needs in collaboration with WTW practice and industry groups.
• Recommend appropriate solutions throughout the policy term, including acquisition due diligence.
• Create and deliver the E365 Plan and Client Stewardship report.
• Identify, engage, and integrate WTW internal resources to enhance the client experience.
• Lead and mentor account team members.
• Maximize profitability and retention of the book of business.
• Negotiate, create, and deliver fee/compensation agreements.
• Collaborate with broking to inform insurance program design and strategy using analytical tools.
• Design and deliver client presentations, proposals, advocacy reports, service plans, and schedules.
• Drive the renewal process and implement client‑specific renewal strategies.
• Ensure group policy requirements (legal, regulatory, compliance) are met.
• Mentor colleagues, serve as a Subject Matter Expert for one or more lines of business, and act as a Team Leader.
• Upsell and grow accounts to maximize revenue.
• Lead RFPs, oral presentations, and pitches.
• Perform other duties as needed to ensure an exceptional client experience.

Qualifications

Experience

• 3+ 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 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).

Compensation

The base salary range for this role is $135,000 – $150,000 USD per year. The position is also eligible for an annual short‑term incentive bonus.

Benefits

• Health and welfare: Medical (including prescription), Dental, Vision, Health Savings Account, Commuter Account, Flexible Spending Accounts (health care and dependent care), Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identity Theft Protection, Wellbeing Program, Employee Assistance Program.
• Leave: Paid holidays, annual paid time off (including required state/local paid leave), short‑term disability, long‑term disability, bereavement, FMLA, ADA, jury duty, military leave, parental and adoption leave, paid time off (Washington State only).
• Retirement: Contributory pension plan and 401(k) savings plan.
• Flexible working arrangements and location‑based options.