Associate Client Advocate - Generalist

WTW•Los Angeles, CA

4h•$90,000 - $120,000•Remote

About The Position

The Associate Client Advocate - Generalist joins WTW’s Commercial Risk Unit, a collaborative team providing risk management guidance to clients across a wide range of industries. This role is remote and open to candidates residing anywhere in the United States. The position independently manages client relationships and complex accounts, serves as a primary day-to-day client contact, and supports the development and servicing of competitive commercial insurance programs. Responsibilities span client strategy and renewal meetings, market and quote preparation, onboarding and prospect marketing, policy and contract review, account documentation and billing oversight, and coordination with clients, producers, underwriters, and internal colleagues. The role also provides training and mentorship to Account Coordinators. A minimum of four years of brokerage experience, experience with various industry and middle-market clients, and a Property and Casualty Insurance License are required. The role offers an annual base salary of $90,000–$120,000 and is eligible for an annual short-term incentive bonus. WTW offers health and welfare, leave, and retirement benefits, subject to eligibility requirements.

Requirements

Minimum of 4 years of brokerage experience.
Experience with various industry and middle-market clients.
Exceptional written communication, public speaking, and presentation preparation skills.
Excellent telephone etiquette and customer service skills, with diplomacy, professionalism, and tact.
Advanced knowledge of Microsoft Office and its complex features.
Ability to be resourceful, take initiative, solve problems, offer solutions, and improve processes.
Ability to work collaboratively in a fast-paced environment and respond to coworkers and colleagues.
Ability to train, delegate, provide oversight, and give feedback.
Adaptability and flexibility in addressing issues and client needs.
Excellent time management skills.
Ability to learn, adopt, and train others in technology systems and software applications.
Ability to multitask and manage changing priorities and deadlines.
Intermediate strategic project planning skills, including extended time management.
Ability to forge relationships and build trust.
Property and Casualty Insurance License.

Responsibilities

Independently manage client relationships and accounts with advanced complexity and requirements.
Perform program comparisons and form reviews in partnership with Account Executives.
Prepare for, manage, and conduct strategy renewal meetings with clients.
Serve as the primary client point of contact for day-to-day service and respond to client questions and requests.
Develop, analyze, and implement competitive insurance programs; provide alternatives for client consideration; and prepare market and quote rates for renewals and new business.
Manage onboarding for new clients.
Manage the marketing process for prospect companies.
Prepare and review client communications and finalize them for delivery.
Collaborate with producers, clients, and underwriters to obtain information, quote rates, prepare proposals, and service existing accounts.
Maintain current files and prepare policy renewal questionnaires, recommending coverage enhancements.
Review, evaluate, rate, and market commercial insurance applications and documents for accuracy.
Compile and organize client information required to process new business, renewals, cancellations, and endorsements.
Assess and oversee internal account billing schedules and discrepancies.
Perform thorough contract reviews for clients.
Manage database files and input information; accurately maintain documents in agency management systems.
Train and mentor Account Coordinators.
Perform other duties and special projects as assigned.

Benefits

Annual short-term incentive bonus.
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 coverage.
Group legal benefits.
Identity theft protection.
Wellbeing Program and Work/Life Resources, including an Employee Assistance Program.
Paid holidays.
Annual paid time off, including state and local paid leave where required.
Short-term disability.
Long-term disability.
Other leaves, including bereavement, FMLA, ADA, jury duty, military leave, and parental and adoption leave.
Qualified contributory pension plan, if eligible.
401(k) plan with annual nonelective company contribution.
Non-qualified retirement plans for eligible senior-level colleagues.