Client Advocate

WTW; Montgomery (AL); Hybrid; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health and welfare benefits

Paid time off and holidays

Retirement plan 401(k)

Job summary

WTW in the United States is seeking a Client Advocate to retain and expand a portfolio of commercial insurance clients. You will lead strategy development, drive RFPs, coordinate E365 service delivery, and nurture executive relationships to maximize client satisfaction and profitability.

Qualifications include 5+ years in commercial Property & Casualty, strong relationship-management and presentation skills, and active P&C broker licensing.

Qualifications

• 5+ years of commercial Property & Casualty experience in a client-facing role.
• Active Property & Casualty broker license required; professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS).

Responsibilities

• Retains existing book of business and develops/strengthens client relationships.
• Drives RFPs, oral presentations and pitches; coordinates resources for client service.
• Leads and mentors account team; maximizes profitability and client retention.

Skills

Relationship management

Negotiation

Leadership

Presentation skills

Education

Property & Casualty broker license

CPCU

ARM

CIC

CRM

AINS

Job description

Description

The Client Advocate is responsible for cultivating and maintaining client relationships that includes leading strategy development and execution. They have ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The CA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs.

A Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned. A CA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients.

The Client Advocate (CA) is responsible for maximizing revenue from existing clients. Needs to be comfortable "upselling" the client and growing the account. The CA will lead RFPs, oral presentations and pitches. As a senior member of the organization, you will have additional responsibility serving as:

• A mentor to colleagues
• A Subject Matter Expert for one or more lines of business
• A Team Leader

This role offers a hybrid working opportunity, with some required office time and travel to client locations based out of any US location.

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

The Role

• 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
• Other duties as identified and appropriate to ensure exceptional client experience

Qualifications

The 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)

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

Company Benefits (US locations)

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• 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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( Washington State only )
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

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.

EOE, including disability/vets