About The Position

The Associate Client Advocate is responsible for developing and communicating with Construction clients, meeting their service needs, and retaining large, complex accounts through relationship management. The role is remote and open to candidates residing anywhere in the United States. Employment-based non-immigrant visa sponsorship or assistance is not offered for this position. The role supports multi-tiered serviced accounts under an Account Executive or Senior Account Manager and may supervise or train Account Coordinators and Account Assistants. It independently manages client relationships and accounts with up to $1 million in volume revenue. The Associate Client Advocate serves as the primary day-to-day client contact, develops and markets insurance programs, supports renewals and new business, manages client onboarding, and maintains accurate client records and policy documentation. The position requires at least 3–5 years of brokerage experience, Property and Casualty account management experience, and a Property and Casualty Insurance license. The offered base salary range is $90,000–$120,000 annually, and the role is eligible for an annual short-term incentive bonus. WTW offers a competitive benefits package, subject to eligibility requirements.

Requirements

  • Minimum of 3–5 years of brokerage experience.
  • Property and Casualty account management experience.
  • Property and Casualty Insurance license.
  • Excellent written communication, public speaking, and presentation-preparation skills.
  • Excellent telephone etiquette, customer service skills, professionalism, and tact.
  • Advanced knowledge of Microsoft Office and its more complex features.
  • Ability to be resourceful, take initiative, solve problems, and offer solutions.
  • Ability to work well with others 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 the use of technology systems and software applications.
  • Ability to multitask and manage changing priorities and deadlines.
  • Ability to review internal and external deliverables for accuracy.
  • Intermediate project-planning and management skills.
  • Ability to build relationships and trust.

Responsibilities

  • Support multi-tier serviced accounts under an Account Executive or Senior Account Manager and supervise an Account Coordinator or Senior Account Coordinator.
  • Independently manage client relationships and accounts up to $1 million in volume revenue.
  • Serve as the primary point of contact for clients, responding to day-to-day questions and requests.
  • Develop, analyze, and implement competitive insurance programs and present alternatives for client consideration.
  • Prepare market submissions and quote rates for renewals and new business.
  • Manage onboarding for new clients and the marketing process for prospect companies.
  • Prepare, review, and finalize client communications for delivery.
  • Collaborate with producers, clients, and underwriters to obtain information, quote rates, prepare proposals, and service 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 needed to process new business, renewals, cancellations, and endorsements.
  • Conduct thorough contract reviews for clients.
  • Manage database files and input information; maintain documents accurately in agency management systems.
  • Train Account Coordinators and, as applicable, manage Account Coordinators and Account Assistants.
  • Perform other duties and special projects as assigned.

Benefits

  • Medical insurance, including prescription coverage
  • Dental insurance
  • Vision insurance
  • Health Savings Account
  • Commuter Account
  • Health Care and Dependent Care Flexible Spending Accounts
  • Group Accident coverage
  • Group Critical Illness coverage
  • Life Insurance
  • AD&D coverage
  • Group Legal coverage
  • Identity Theft Protection
  • Wellbeing Program
  • Work/Life Resources, including Employee Assistance Program
  • Paid holidays
  • Annual paid time off, including state or 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
  • Annual short-term incentive bonus
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