Senior Client Advocate jobs in United States
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WTW · 1 week ago

Senior Client Advocate

WTW is a leading global advisory, broking, and solutions company. The Senior Client Advocate is responsible for providing strategic relationship management and consultative services to clients, ensuring their insurance and risk management needs are met through coordinated service and placement activities.

ConsultingInformation TechnologyInsuranceMedicalService Industry
badNo H1Bnote

Responsibilities

Retain existing book of business; develop, and strengthen client relationships
Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience
Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups
Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence)
Design, prepare, negotiate, and deliver fee/compensation agreements to clients
Design and deliver full client presentations/proposals, client advocacy reports, client service plans, and schedules
Increase (maximize) the profitability of the client account and ensure retention of that business over time
Engage with Sales and Broking to understand marketplace changes
Create project risk profiles and prepare marketing materials for underwriting and placement of casualty coverages in the marketplace (Primary and excess for practice and projects)
Facilitate binding of broadest available coverage in alignment with the risk profile
Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines
Conduct contract reviews to ensure alignment of obligations
Provide strategic design and lead resources to manage large property and Master Builders Risk programs along with large complex project coverage
Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership
Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients

Qualification

Strategic relationship managementInsurance coverage designRisk management consultingClient presentationsContract reviewExceptional customer serviceFast-paced environment adaptability

Required

Experience in strategic relationship management and consultative services
Knowledge of insurance coverage and risk management
Ability to deliver exceptional customer service in a fast-paced environment
Experience in retaining and developing client relationships
Ability to identify and integrate internal resources for client experience
Experience in strategic planning and consulting advice
Ability to recommend solutions throughout the policy life cycle
Experience in designing, preparing, negotiating, and delivering fee/compensation agreements
Ability to design and deliver client presentations, advocacy reports, and service plans
Experience in maximizing profitability of client accounts
Ability to engage with Sales and Broking to understand marketplace changes
Experience in creating project risk profiles and preparing marketing materials for underwriting
Ability to facilitate binding of coverage in alignment with risk profiles
Experience in building market relationships and developing sales strategies
Ability to conduct contract reviews for alignment of obligations
Experience in managing large property and Master Builders Risk programs
Ability to drive the Request for Proposal (RFP) response process
Experience in driving the renewal process and developing client-specific strategies

Company

WTW is a global advisory and solutions company that helps clients around the world turn risk into a path for growth.

Funding

Current Stage
Public Company
Total Funding
$1.75B
2025-12-15Post Ipo Debt· $1B
2024-02-28Post Ipo Debt· $750M
2021-09-30Post Ipo Equity

Leadership Team

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Andrew Krasner
Chief Financial Officer
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Tom Finan
Senior Vice President / Cyber Tech E&O Insurance Broker
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Company data provided by crunchbase