Associate Client Advocate

Company Description

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals.

Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at

This position is a client-facing role responsible for directly supporting Commercial Property and Casualty Insurance client relationship management efforts and coordinating all service activity at the program level. The Associate Client Advocate is a key member of the client service team, responsible for facilitating the delivery of program level strategy and providing program consultation to large & complex clients.

• Prepare and facilitate internal strategy meetings, including program level oversight delivery and review of current program, expiring exposures, client service agreements, menu of services required and client service plan.
• Partner with Producer or Account Executive to facilitate and lead external strategy meetings. Ensure in-session documentation is kept, and that meeting outcomes and next steps are finalized at conclusion.

• Ensure updated exposures and coverage information is completed in a timely fashion. Provide guidance to Client Manager on completion of updated information and applications, and coordinate responses with various client contacts, locations and divisions.

• Provide guidance as needed for review of client exposure updates and identification of recommendations for upcoming program coverages.

• Design program-level proposal content, and coordinate inputs of information from Broking and other resources. Participation in the proposal delivery meeting to lead program level discussion. Ensure documentation of proposal changes or decisions are communicated to the client as applicable.

• Ensure that the Order to Bind is received from the client, and that the confirmation of coverage and binders are delivered. Provide guidance to the Client Manager throughout the binding process, including program subjectivities as applicable.
• Oversight of Final Review with Client Manager, as applicable.

• Develop the allocation methodology and coordinate billing allocations as needed.
• Monitor the timely and accurate completion of the billing process and provide support for escalations of client-level accounting issues (including discrepancies and fee arrangements).

• Management and oversight of timely and accurate completion of endorsement and audit requests.
• Responsibility to review, finalize and deliver retro adjustments.
• Respond to mid-term client inquiries (i.e., policy and coverage questions) in partnership with other Service and Broking colleagues.

• Provide oversight and guidance and/or complete contract reviews.
• Oversight and guidance on the open items listings with clients. Provide leadership and support for ongoing client projects, and subsequent reporting and analysis (i.e., Client Advocacy/Stewardship Report and Modification Factor review).
• Coordinate and facilitate meetings, seminars, and other engagement-type activities for clients.

• 5 years of large & complex insurance experience in a client facing role
• Property & Casualty insurance knowledge required
• Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
• Ability to interpret, analyze and present models
• Knowledge of commercial insurance renewal end to end process
• Strong leadership skills within Servicing function, to include delegation, coaching and mentoring. Demonstrate organizational leadership and influence with matrixed-colleagues like Broking
• Able and willing to work a flexible work schedule as…