Client Advocate

WTW; New York (NY); Hybrid; USD 150,000 - 210,000; Full time

Job summary

WTW is seeking a Client Advocate to cultivate and maintain strategic client relationships in Alternative Asset Insurance Solutions. You will lead pricing, profitability efforts, and coordinate internal resources for comprehensive insurance and risk management.

The role emphasizes upselling, client retention, and delivering outcomes for PE-backed portfolios. A senior mentor with SME capabilities across lines of business is expected, with some travel and hybrid office time.

Qualifications

• Targeted 5+ years of commercial Property & Casualty experience in a client-facing role.
• Ability to interpret coverage forms and analyze program design.
• Strong relationship management and negotiation abilities.

Responsibilities

• Retains existing book of business and strengthens client relationships as primary contact.
• Drives RFP responses, coordinates resources, and owns documents.
• Engages sales and broking to understand marketplace changes.
• Delivers strategic planning and consulting on insurance and risk management needs.
• Leads and mentors account team members and drives profitability.

Skills

Relationship Mgmt

Negotiation

Strategic Planning

Project Mgmt

Microsoft Office

Communication

Insurance Knowledge

Education

P&C Insurance License

Tools

CRM Systems

Excel

Job description

Responsibilities

The Client Advocate (CA) is responsible for cultivating and maintaining client relationships that include leading strategy development and execution. This specific CA role will be focused on supporting our Alternative Asset Insurance Solutions-based clients which include Private Equity back Portfolio companies who are highly acquisitive and have a fast paced nature of business. The CA has 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. An 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 is responsible for maximizing revenue from existing clients. This is not a production role but the CA needs to be comfortable “upselling” the client and growing the account through exceptional client service and providing technical acumen. 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

Description

The Role

Responsibilities

The Client Advocate (CA) is responsible for cultivating and maintaining client relationships that include leading strategy development and execution. This specific CA role will be focused on supporting our Alternative Asset Insurance Solutions-based clients which include Private Equity back Portfolio companies who are highly acquisitive and have a fast paced nature of business. The CA has 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. An 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 is responsible for maximizing revenue from existing clients. This is not a production role but the CA needs to be comfortable “upselling” the client and growing the account through exceptional client service and providing technical acumen. 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

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

The 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


• Engage 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

• Targeted 5+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities


• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation


• Ability to interpret, analyze, and present analytical models


• Relationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution


• Negotiation skills: Ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals and the ability to drive conflict resolution


• Business Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace


• Knowledge of commercial insurance renewal end-to-end process, steps and owners


• Business development skills


• Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations


• Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multidimensional projects


• Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectively


• Receptive to feedback; critical thinking and problem-solving skills, high adaptability


• Intellectual curiosity to help develop innovative and creative ideas


• Proficient Microsoft Office skills and familiarity with other relevant online tools


• Must achieve and maintain insurance brokers P&C license and complete various continuing education activities as needed


• Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)

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 $150,000.00-$210, 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