Client Advocate

Description

Description
The Client Advocate supports client relationship and strategy at the insurance program level, in conjunction with a Senior Relationship Manager on complex and middle market accounts. The Client Advocate marshals WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. Through their understanding of the business, the Client Advocate supports new business efforts and identifies opportunities to maximize the profitability of existing clients by account rounding.

Note:

Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

• Colleagues in this role will support assigned clients. They will work independently with Middle Market clients, some complex and/or with a team for those with the most complex programs.
• This role is based in the Minneapolis area.
• Retain and grow existing book of business, develop, and strengthen client relationships.
• Identify new clients and expanded opportunities.
• Identify, engage, and integrate delivery of all WTW resources to deliver on the client experience.
• Provide strategic planning and consulting advice to clients; monitors insurance and risk management needs in collaboration with WTW resource, practice, and industry groups. Recommend appropriate solutions throughout the policy term (including acquisition due diligence).
• Build and develop market relationships in collaboration with broking.
• Design and deliver full 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.
• Other duties as identified and appropriate.

• Targeted 7-10 years of commercial Property & Casualty insurance knowledge/experience in a client‑facing role or demonstrated capabilities to complete role responsibilities.
• Must maintain required licensing by completing various continuing education activities as needed.
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
• Proven excellence in interpreting, analyzing, and presenting models.
• Negotiation skills – ability to drive conflict resolution and secure concessions without damaging relationships.
• In‑depth understanding of the entire end‑to‑end commercial insurance renewal process.
• Strong leadership capabilities within Servicing function, including delegation, coaching and mentoring.
• Demonstrated organizational leadership and influence, particularly with matrixed collaborations with colleagues such as Broking.
• Exceptional problem‑solving skills, encompassing critical thinking, adaptability and creativity.
• Proficient in project management, including attention to detail, organization, time management, prioritization, delegating and decision‑making.
• Intermediate+ proficiency in Microsoft Office, with particular experience in Excel including pivot tables, formulas, macros, etc.
• Openness to feedback, with critical thinking and problem‑solving skills, and a high level of adaptability.
• Insurance industry designations (e.g., CRIS, CPCU, ARM, CIC, CRM) preferred but not required.
• Periodic travel is required.

Base salary range: $–$ USD annually.

Eligible for an annual short‑term incentive bonus.

• Health and Welfare 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, Identity Theft Protection, Wellbeing Program, and Work/Life Resources (including Employee Assistance Program).
• Leave Benefits:
  Paid Holidays, Annual Paid Time Off (including 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 (only included for Washington roles).
• Retirement Benefits:
  Qualified contributory pension plan (if eligible) and 401(k) plan with annual nonelective company contribution. Non‑qualified retirement plans available to senior level colleagues who satisfy the plans’ eligibility requirements.

We consider qualified applicants with arrest and conviction records as required by the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance.