Client Advocate - Southeast

WTW•Potomac, MD

1d•Hybrid

About The Position

The Client Advocate is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and owning the E365 Service plan. This role involves engaging expert resources, leading pricing and profitability efforts, and arranging WTW resources to provide coordinated service and placement to meet client insurance and risk management needs. The Client Advocate is expected to be the primary relationship management contact for assigned accounts, possessing a strong connection to the client's business and a fundamental understanding of their industry, operating as a business partner with client decision-makers. They are ultimately responsible for client retention, client profitability, and the delivery of all outcomes for their assigned clients. The role focuses on maximizing revenue from existing clients, including upselling and account growth. The Client Advocate will lead RFPs, oral presentations, and pitches. As a senior member, this role also includes mentoring colleagues, serving as a Subject Matter Expert for one or more lines of business, and acting as a Team Leader. This position offers a hybrid working opportunity, with some required office time and travel to client locations, and can be based out of any US location. Employment-based non-immigrant visa sponsorship is not offered for this opportunity.

Requirements

3+ years of commercial Property & Casualty experience in a client-facing role
Experience managing and servicing complex client relationships preferred
Strong understanding of coverage structures, program design, and gap analysis
Ability to interpret underwriting submissions, exposure data, loss runs, and analytics
Familiarity with the RFP process and working within structured client requirements
Experience supporting complex insurance programs, including multi-location risks and specialized exposures
Ability to analyze and interpret data to inform client strategy
Strong presentation skills, including experience presenting to senior stakeholders
Strong relationship management and client advisory capabilities
Effective negotiation and problem-solving skills
Ability to manage complex projects and competing priorities
Demonstrated leadership and collaboration skills
Must maintain an active Property & Casualty broker license

Nice To Haves

Professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS)

Responsibilities

Retains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contact
Contributes to new business opportunities for new clients and develops business opportunities with existing clients
Drives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownership
Engages with sales and broking to understand marketplace changes
Establishes comprehensive understanding of client’s industry, business, and objectives
Provides strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
Recommends appropriate solutions throughout the policy term (including acquisition due diligence)
Drives creation and delivery of E365 Plan and Client Stewardship report
Identifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experience
Leads and mentors account team members
Maximizes the profitability and retention of their book of business
Negotiates, creates, and delivers fee/compensation agreements to clients
Informs client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical tools
Drives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedules
Drives the renewal process to establish and implement the client-specific renewal strategy.
Collaborates with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
Ensures Group policy requirements (legal, regulatory & compliance) are met
Other duties as identified and appropriate to ensure exceptional client experience

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)