What are the responsibilities and job description for the Client Advocate position at WTW?
Description
The Role
The Client Advocate is responsible for managing client relationships and ensuring a seamless client experience. The CA leads and coordinates teams of consultants across WTW, including brokers, service colleagues, and claims advocates, to deliver efficient and effective support. This role requires strong leadership, communication, and project management skills to align resources with client needs.
A Client Advocate (CA) Will Need To Have
The Role
Qualifications
The Requirements
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
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
The Role
The Client Advocate is responsible for managing client relationships and ensuring a seamless client experience. The CA leads and coordinates teams of consultants across WTW, including brokers, service colleagues, and claims advocates, to deliver efficient and effective support. This role requires strong leadership, communication, and project management skills to align resources with client needs.
A Client Advocate (CA) Will Need To Have
- Strong negotiation skills
- Strong management skills (mentoring and leading ACAs; coordinating with brokers)
- Strong project management skills
- Strong presentation skills
The Role
- Retains and manages a complex book of business while ensuring client satisfaction
- Establishes comprehensive understanding of each client’s industry, business, and objectives
- Provides strategic planning and consulting advice to clients, monitoring insurance and risk management needs in collaboration with WTW resources, practice, and industry groups
- Coordinates delivery of the E365 Plan and Client Stewardship report
- Engages and integrates WTW resources to support the client experience
- Designs and delivers client presentations, stewardship reports, service plans, and schedules
Qualifications
The Requirements
- 10 years of commercial Property & Casualty experience in a client facing role or demonstrated ability to fulfill role responsibilities
- Strong knowledge of coverage forms to analyze program design, identify coverage gaps, and provide ongoing consultation
- Ability to interpret, analyze, and present analytical models
- Relationship management skills to leverage internal and external resources and drive conflict resolution
- Negotiation skills to develop solutions and secure consensus across stakeholders
- Strong communication skills, including group presentations and technical discussions
- Strong project management experience with large, complex, or multi-dimensional accounts
- Receptive to feedback, with strong critical thinking and adaptability
- Proficiency in Microsoft Office, especially Excel and PowerPoint, and familiarity with relevant online tools
- Active P&C insurance license with required continuing education
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