Associate Client Advocate

WTW•Mobile, AL

1d•$90,000 - $120,000•Hybrid

About The Position

The Associate Client Advocate (ACA) performs client-facing functions using advanced commercial Property and Casualty insurance skills, alongside internal delivery activities. The role supports client relationships, strategy development, and execution at the insurance program level. Working with an assigned Client Specialist in the Global Service Delivery (GSD) Team, the ACA owns client service activities and engagement, and serves as the primary point of contact for service, escalations, and placement to meet clients’ insurance and risk management needs. The ACA focuses on delivering an exceptional client experience through direct client engagement and retention. The role works with sales and broking teams to understand marketplace changes, develop and deliver presentations and proposals, support defensive RFP responses, and attend oral presentations when required. The ACA also helps maximize existing-client profitability and supports new business efforts. The position coordinates service delivery, renewal strategy, client information, policy requirements, and related account activities. It works with WTW resources, practice and industry groups, and client teams to provide strategic planning and consulting support tailored to client needs. The ACA may mentor a Client Specialist and has potential to mentor other ACAs, partner with colleagues within an IVD, or become an ACA Leader.

Requirements

Targeted 5+ years of commercial Property and Casualty insurance knowledge or experience in a client-facing role, or demonstrated capability to complete the role responsibilities.
Ability to apply knowledge of coverage forms to analyze program design, identify coverage gaps, and provide ongoing coverage consultation.
Depending on accountability complexity, ability to understand, interpret, analyze, and/or present analytical models.
Relationship management skills and ability to leverage internal and external relationships to bring WTW resources and assets to client needs.
Negotiation skills, including driving conflict resolution and securing concessions without damaging relationships.
Business acumen, including knowledge of client and marketplace strategy, tactics, and solutions.
Knowledge of the end-to-end commercial insurance renewal process, including steps and owners.
Excellent verbal and written communication skills, group presentation skills, and ability to lead complex or technical conversations.
Receptiveness to feedback, critical thinking, problem-solving skills, and adaptability.
Strong project management skills.
Proficient Microsoft Office skills and familiarity with other relevant online tools.
Must achieve and maintain an active Property and Casualty insurance broker’s license and complete continuing education activities as needed.
Basic negotiation, account management, and project management skills with demonstrated experience; strong presentation and organizational skills; ability to adapt to change; and ability to mentor a Client Specialist.

Nice To Haves

Insurance industry designations such as CPCU, ARM, CIC, CRIS, or CRM; preferred but not required.

Responsibilities

Retain the existing book of business and develop and strengthen client relationships.
Identify, engage, and integrate WTW internal resources to deliver an exceptional client experience.
Provide or support strategic planning and consulting advice; monitor insurance and risk management needs with WTW resources, practice groups, and industry groups.
Recommend appropriate solutions throughout the policy term, including acquisition due diligence.
Maximize client account profitability and drive retention.
Expand existing client relationships and support new business prospecting in collaboration with the Client Advocate.
Collaborate with client teams during internal and external strategy meetings.
Engage with sales and broking teams to understand marketplace changes.
Support fee and compensation agreements and client invoicing processes.
Support defensive RFP responses.
Help design and deliver client presentations and proposals, advocacy reports, service plans, and schedules.
Coordinate renewals, establish and implement client-specific renewal strategies, and collaborate with WTW resources and industry groups to deliver renewals.
Ensure legal, regulatory, and compliance policy requirements are met.
Coordinate and manage client-level service delivery with the Global Service Delivery team.
Engage Service Liaisons, including subject matter experts or Client Operations Specialists, to address escalations.
Gather and receive client information in collaboration with the Client Specialist.
Coordinate service delivery activities, including audits, second-pair-of-eyes policy reviews, accounting issue resolution, aged receivables and bad debt management, surplus lines affidavits, client invoices, certificates of insurance, and auto identification cards.
Manage daily work assignments and collaborate with and mentor a Client Specialist.
Support the Client Advocate in advocating for change, taking ownership of client deliverables and team projects, leading key delivery areas, coordinating stakeholders, and guiding others in fulfilling their roles.
Support end-to-end oversight of large, complex, ambiguous, or multidimensional projects.

Benefits

Annual short-term incentive bonus eligibility.
Medical coverage, including prescription coverage.
Dental insurance.
Vision insurance.
Health Savings Account.
Commuter Account.
Health Care and Dependent Care Flexible Spending Accounts.
Group Accident and Group Critical Illness coverage.
Life insurance and AD&D.
Group Legal coverage.
Identity Theft Protection.
Wellbeing Program and Work/Life Resources, including Employee Assistance Program.
Paid holidays and annual paid time off, including paid state or local leave where required.
Short-Term Disability and Long-Term Disability.
Other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and parental and adoption leave.
Contributory Pension Plan and 401(k) Savings Plan.