Client Advocate

Client Advocate

• 202604357

• Dallas, Texas, United States

• Full time

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:

• 7+ 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.

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 – $175,000 USD per year.
This role is also eligible for an annual short-term incentive bonus.

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 ( Washington State only )
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

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.

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