Job Details

Client Advocate

The Client Advocate (CA) is a key client-facing role within WTW's Construction industry vertical division (IVD), responsible for maintaining and strengthening relationships with clients in the construction sector. This role requires a deep understanding of the construction industry's unique challenges, risks, and regulatory landscape, enabling the CA to deliver tailored solutions that support clients' strategic and operational goals. As a Client Advocate, you will lead Middle to Lower Middle Market accounts and support broader Middle Market engagements. You'll identify and develop new opportunities by expanding services, products, and solutions with existing clients. You will also contribute to the RFP process, participate in oral presentations, and help shape compelling pitches. Comfort with developing innovative, client-centric solutions is essential. In addition to client responsibilities, the CA will collaborate with the Head of Client Advocacy on operational initiatives including training, performance metrics (KPIs), turnaround times, quality and adoption standards, and compliance-related matters.

A successful Client Advocate in the Construction IVD will demonstrate:

• Strong negotiation skills
• Effective management and mentoring of Associate Client Advocates (ACAs)
• Robust project management capabilities
• Clear and persuasive presentation skills
• Industry-specific insight into construction-related risks, insurance needs, and regulatory requirements

The Role:

• Owns and drives client strategy
• Retains existing book of business, develop, and strengthen client relationships
• Maximizes the profitability of the client account & drives retention of that business
• Design and deliver client presentations/proposals, client advocacy reports, client service plans and schedules
• Follow up on client requests and communicate changes
• Deliver confirmation of coverage to the client
• Identify and pursue cross sell opportunities
• Educate the client on the various offerings and solutions WTW has to offer
• Creates and manages the E365 plan for the client
• Manages new business and the RFP process

The Requirements:

• Targeted 6+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilities
• Ability 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 and secure concessions mitigating injury to client relationships
• 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
• Excellent project management skills: end-to-end oversight of large, complex, ambiguous, or multi-dimensional 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)

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
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k)

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