Client Advocate jobs in United States
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WTW · 22 hours ago

Client Advocate

WTW is a company focused on client relationship management in the insurance sector. The Client Advocate role involves supporting client relationships and strategies, managing complex accounts, and maximizing profitability through effective service delivery and resource coordination.

ConsultingInformation TechnologyInsuranceMedicalService Industry
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H1B Sponsor Likelynote

Responsibilities

Support assigned clients and work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs
Serve as a mentor to other colleagues
Retain existing book of business, develop, and strengthen client relationships
Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience
Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups
Recommend appropriate solutions throughout the policy term (including acquisition due diligence)
Build and develop market relationships in collaboration with broking and sales
Increase (maximize) the profitability of the client account & drive retention of that business
In collaboration with producers, actively expand existing client relationships and participate in new business prospecting
Engage with sales and broking to understand marketplace changes
Design, prepare, negotiate, and deliver fee/compensation agreements to clients
Drive the RFP response process, including review, identification, and coordination of line of business groups, and document ownership
Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules
Ensure Group policy requirements (legal, regulatory & compliance) are met
Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients
Other duties as identified and appropriate

Qualification

Commercial Property & Casualty insuranceRelationship ManagementNegotiation skillsProject managementBusiness AcumenInsurance broker’s P&C licenseCommunication skillsIntellectual curiosityCritical thinkingAdaptability

Required

Targeted 8+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role or demonstrated capabilities to complete role responsibilities
Must maintain required licensing by completing various continuing education activities as needed
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 models
Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships
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
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
Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations
Receptive to feedback; critical thinking and problem-solving skills, high adaptability
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
Excellent project management skills: end to end oversight of large, complex, ambiguous, or multi-dimensional projects
Proficient Microsoft Office skills and familiarity with other relevant online tools
Insurance broker's P&C license required
Intellectual curiosity to help develop innovative and creative ideas

Preferred

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

Benefits

Health and Welfare Benefits: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identify theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance and other work/life resources
Leave Benefits: Paid holidays, annual paid time off (includes state/local paid leave where required), company-paid disability (short-term and long-term disability), other leaves (e.g., bereavement, FMLA, ADA, jury duty, military leave, and Parental and Adoption Leave), [Paid Time Off](https://d36rd0l160k43h.cloudfront.net/8d92c6fbfdb5739ec8cb1b21f6cd3a0c/703e80da0a922267c1dd46e4419348e8/Washington-State-Time-Off%202025.pdf) (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.

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

H1B Sponsorship

WTW has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
2023 (4)
2022 (5)
2021 (2)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase