Senior Client Advocate - Commercial Insurance Strategy

Willis Towers Watson

Dallas (TX)

On-site

USD 140,000 - 180,000

Full time

6 days ago
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Benefits offered by this job

Health benefits
401(k) retirement plan
Paid time off

Job summary

Willis Towers Watson is seeking a senior Client Advocate (Large and Complex Segment) in Dallas, TX. This role supports Construction Commercial Property and Casualty client relationships, leads placement and broking, and coordinates service activities at the program level.

Responsibilities include strategy meetings, carrier quote management, and guiding junior staff. The position requires extensive client-facing insurance experience, a finance-ready mindset, and strong leadership skills.

Qualifications

  • 8–10 years of client-facing experience in insurance, Property & Casualty.
  • License in Property & Casualty is mandatory.
  • Construction/Real Estate within insurance is preferred.
  • Ability to interpret coverage forms and address gaps.
  • Strong skills in analyzing and presenting insurance models.
  • Understanding end-to-end commercial renewal processes.
  • Demonstrated leadership in Servicing and mentoring staff.
  • Proficiency in Microsoft Excel and related tools.
  • Occasional travel may be required.
  • Industry designations (CRIS, CPCU, ARM, CIC, CRM) are a plus.

Responsibilities

  • Lead strategy meetings and provide program-level oversight and delivery.
  • Collaborate with Producers and Senior Client Advocates for external meetings; document outcomes.
  • Coordinate responses across client contacts, locations, and divisions.
  • Prepare submission and coverage specs; submit proposals to carriers.
  • Receive and negotiate quotes; compare coverage options for clients.
  • Oversee draft proposals and finalize carrier terms and binders.
  • Ensure timely order-to-bind delivery and coverage confirmations.
  • Guide Client Manager and LOB brokers through the binding process.
  • Coach junior brokers and service team members.
  • Maintain relationships with Senior Client Advocates and Underwriting.
  • Lead client open items meetings and report on progress.
  • Coordinate meetings, seminars, and client engagement activities.
  • Attend regular client and underwriter meetings.
  • Conduct program peer reviews to improve quality.

Skills

Client-facing
Property & Casualty
License
Construction/Real Estate
Negotiation
Leadership
Project management
Excel / Pivot tables
Communication
Analytical thinking

Education

Property & Casualty license

Tools

Excel

Job description

Willis Towers Watson is seeking a senior Client Advocate (Large and Complex Segment) in Dallas, TX. This role supports Construction Commercial Property and Casualty client relationships, leads placement and broking, and coordinates service activities at the program level.

Responsibilities include strategy meetings, carrier quote management, and guiding junior staff. The position requires extensive client-facing insurance experience, a finance-ready mindset, and strong leadership skills.

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