Client Advocate

WTW; Dallas (TX); Hybrid; USD 140,000 - 180,000; Full time

Benefits offered by this job

Hybrid work

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Job summary

WTW in Dallas, TX seeks a Client Advocate to support Construction Commercial Property and Casualty client relationships, lead placement and broking, and coordinate service activities at the program level.

You will guide strategy meetings, oversee quotations, endorsements, and renewals, mentor junior brokers, and drive client reporting while collaborating with producers, underwriters, and servicing teams in a hybrid work environment.

Qualifications

• 8–10 years of client-facing experience in property and casualty insurance.
• Strong knowledge of coverage forms and program design.
• Ability to interpret and present insurance models clearly.
• End-to-end renewal and endorsement process expertise.
• Proven negotiation and leadership in servicing functions.
• Excellent cross-functional collaboration and mentoring.

Responsibilities

• Prepare and lead internal strategy meetings with program oversight.
• Collaborate on external strategy meetings and document outcomes.
• Manage exposures, coverage info, and client service plans.
• Submit proposals to carriers and negotiate quotes.
• Oversee draft proposals, terms, and binders for contract certainty.
• Coordinate endorsements and mid-term policy changes.
• Lead client open items meetings and reporting.
• Provide coaching to junior brokers and servicing staff.

Skills

Client-facing experience

P&C license

Construction insurance

Coverage forms knowledge

Insurance modeling

Renewal process

Servicing leadership

Cross-functional collaboration

Negotiation

Problem solving

Project management

Excel proficiency

Industry designations

Travel willingness

Education

P&C license

Tools

Microsoft Office

Job description

The Client Advocate (Large and Complex Segment) role is a senior client-facing role responsible for directly supporting the Construction Commercial Property and Casualty insurance client relationship management efforts, leading placement and broking functions, and coordinating all service activity at the program level. As a vital member of the client service team, the Client Advocate plays a crucial role in facilitating the implementation of program-level strategy and delivering tactical deliverables tailored to the needs of our clients.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

• 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 that meeting outcomes and next steps are clearly defined and communicated at the conclusion.
• 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 quotes from carriers, negotiate for the best program for clients, and provide coverage comparisons.
• Oversee the design and preparation of draft proposals; negotiate and finalize carrier quotes, terms, conditions, and coverage confirmations to ensure contract certainty.
• Ensure the timely receipt of the Order to Bind from the client. Oversee the delivery of confirmation of coverage and binders. Provide guidance to the Client Manager and Line of Business (LOB) brokers throughout the binding process, including addressing program subjectivities as needed.
• Provide oversight during the Final Review process with the Servicing team, as applicable.
• Submit mid-term policy changes to carriers based on client needs. Track the receipt of endorsements and review for accuracy.
• Manage and oversee the timely and accurate completion of endorsement and audit requests.
• Provide oversight, guidance, and/or conduct contract reviews.
• Oversee the client open items list. Provide leadership and support for ongoing client projects, ensuring subsequent reporting and analysis, such as the Client Advocacy/Stewardship Report.
• Lead periodic client open items meetings with a frequency/cadence agreed upon with the client.
• 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.

Qualifications

• Eight to ten years of client-facing experience in the insurance industry, with a focus on Property and Casualty; a valid Property and Casualty license is mandatory.
• Desired expertise in Construction and Real Estate within the insurance sector.
• Demonstrated technical expertise in insurance, including the ability to apply knowledge of coverage forms for comprehensive program design, identify coverage gaps, and provide ongoing coverage consultation.
• Proven excellence in interpreting, analyzing and presenting insurance models in a logical and systematic manner.
• In-depth understanding of the entire end-to-end commercial insurance renewal process.
• Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
• Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
• Proven negotiation skills, with the ability to drive conflict resolution and secure concessions without damaging relationships.
• Exceptional problem-solving skills, encompassing critical thinking, adaptability and creativity.
• Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision-making.
• Intermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
• Openness to feedback, with critical thinking and problem-solving skills, and a high level of adaptability.
• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
• Periodic travel is required.

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Compensation And Benefits

Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).

Compensation

The base salary compensation range being offered for this role is $140,000.00-$180, 000.00 USD annually. This role is also eligible for an annual short-term incentive bonus.

Company Benefits

• 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 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 (only included for Washington roles)
• Retirement Benefits: Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non-qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

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.

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in-office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

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.

EOE, including disability/vets