Associate Client Advocate - Real Estate

WTW•Philadelphia, NV

About The Position

The Associate Client Advocate (ACA) plays a critical role in executing complex, program-based accounts, including large-scale hospitality clients. This role focuses on managing day-to-day operational workflows, maintaining data integrity, and coordinating across stakeholders to deliver consistent, high-quality service in a fast-paced, high-volume environment. The ACA serves as a central connector across client, carrier, TPA, and internal teams, ensuring efficient and accurate program execution. The ideal candidate for this position must demonstrate strong attention to detail and data accuracy, with the ability to manage high-volume, fast-moving workflows effectively. Must be highly organized, collaborative, and accountable for execution, with a process-driven mindset focused on driving efficiency, consistency, and continuous improvement to support the scale and demands of program-based business. Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

Requirements

Minimum 10 years of insurance experience in a client-facing role
Strong knowledge of Property & Casualty (P&C) insurance
P&C Insurance License required
Experience supporting large-scale, multi-line programs (Property, GL, Auto, etc.)
Proficiency in Excel (required)
Experience with RMIS platforms (e.g., Origami)
Experience managing vendor portals (e.g., OneTrust)

Responsibilities

Support the delivery of large-scale, multi-line programs (Property, GL, Auto, etc.)
Execute daily workflows in alignment with established timelines and service standards
Ensure consistent, end-to-end coordination across internal teams and external partners
Execute core processes including scheduling, certificate tracking, document management, and reporting
Adhere to standardized workflows, naming conventions, and documentation protocols
Identify inefficiencies and support continuous improvement of processes
Review and validate invoices, claim service fees, and carrier billing
Support payment processing and approval workflows
Maintain accurate financial records within systems of record
Serve as a liaison between internal teams, TPAs, carriers, vendors, and client stakeholders
Ensure timely follow-up on outstanding items and maintain clear documentation of communications
Support escalation and resolution of operational issues
Manage claim intake, reporting, and documentation within RMIS platforms (e.g., Origami)
Manage COI intake and documentation within client vendor portal (e.g., OneTrust)
Maintain accurate, consistent claim and loss data across systems
Support production and reconciliation of reports, including loss runs and client reporting
Deliver timely, accurate completion of all operational workflows across the program.
Maintain high-quality, consistent data across all systems and reporting outputs.
Adhere to and reinforce standardized processes; identify and escalate process gaps.
Ensure seamless communication and follow-through across internal teams, carriers, and TPAs.
Take responsibility for assigned tasks, follow through on deliverables, and proactively manage issues.
Contribute to consistent, professional client experience aligned with program expectations.
Vendor portal management

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
Work/Life Resources (including Employee Assistance Program)
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 )
Contributory Pension Plan
Savings Plan (401k)