Associate Client Advocate

The Role

The Associate Client Advocate (ACA) is responsible for client-facing tasks and managing the day-to-day needs of Commercial Property and Casualty clients. ACAs work with Producers and Client Advocates to support relationships, develop placement strategies with brokers, and execute insurance programs. They lead client service activities in partnership with a Client Specialist from our Global Service Delivery (GSD) Team, whom they also manage and mentor. As the primary contact for service, escalation, and placement needs, the ACA develops a strong understanding of each client’s business and industry to maximize program efficiencies. The role is centered on delivering an excellent client experience, while also working with leadership and broking teams to track market changes, prepare client proposals, and participate in key client meetings.

As an ACA you are expected to have:

• Advanced account management skills and demonstrated experience.
• Advanced project management skills and demonstrated experience.
• Strong presentation and public speaking skills.
• Ability to adapt to short notice changes.
• Exceptional organization skills.
• Ability to directly oversee a Client Specialist colleague.

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

The Responsibilities

• Manage and retain a moderately complex book of business, strengthening client relationships and ensuring retention
• Coordinate WTW resources to deliver exceptional client service and strategic risk management advice
• Monitor client insurance needs, recommend solutions throughout the policy term, and support acquisition due diligence
• Ensure all policy requirements (legal, regulatory, and compliance) are met.
• Gather and receive all client information in collaboration with the Client Specialist.
• Oversee all service delivery activities, including audits, policy reviews, resolving accounting issues, managing aged receivables and bad debt, surplus lines affidavits, client invoicing, and issuance of certificates of insurance and auto identification cards.

The Requirements

• 5–7 years of client-facing Commercial P&C insurance experience required
• Active P&C broker license with continuing education
• Healthcare industry expertise (e.g., Medical Malpractice, Hospital Liability) preferred
• Strong knowledge of coverage forms, renewal processes, and program design
• Excellent communication skills, including presentations and technical discussions
• Proven ability to manage work, mentor colleagues, and collaborate across business lines
• Adaptable, with strong critical thinking and problem-solving skills
• Skilled in project management, supporting large and complex client initiatives
• Proficient in Microsoft Office (Excel, PowerPoint) and related tools

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• 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, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program)
• Leave Benefits: 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)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k).

At WTW, we trust you to know your work and the people, tools and environment you need to be successful. The majority of our colleagues work in a ”hybrid” style, with a mix of remote, in-person and in- office interactions dependent on the needs of the team, role and clients. Our flexibility is rooted in trust and “hybrid” is not a one-size-fits-all solution.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.

EOE, including disability/vets