Client Advocate (New York)

The RoleThe Client Advocate (CA) is responsible for cultivating and maintaining client relationships that include leading strategy development and execution. This specific CA role will be focused on supporting our Alternative Asset Insurance Solutions-based clients which include Private Equity back Portfolio companies who are highly acquisitive and have a fast paced nature of business. The CA has ownership of the E365 Service plan, engaging expert resources and leading pricing and profitability efforts. The CA arranges WTW resources to provide coordinated service and placement to meet the client’s insurance and risk management needs. A Client Advocate should be the top Relationship Management colleague for accounts to which they are assigned. An CA has a strong connection to the client’s business and a fundamental understanding of its industry, thus this relationship is a business partnership with client decision makers. They are ultimately responsible for client retention, client profitability, and delivery of all outcomes for their assigned clients. The Client Advocate is responsible for maximizing revenue from existing clients. This is not a production role but the CA needs to be comfortable “upselling” the client and growing the account through exceptional client service and providing technical acumen. As a senior member of the organization, you will have additional responsibility serving as: A mentor to colleaguesA Subject Matter Expert for one or more lines of businessA Team LeaderThis role offers a hybrid working opportunity, with some required office time and travel to client locations Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.The ResponsibilitiesRetains existing book of business and develop and strengthen client relationships – recognized as primary client relationship contactContributes to new business opportunities for new clients and develops business opportunities with existing clientsDrives the RFP response process, including review, identification, and coordination of resources and expertise required, and ultimate document ownershipEngage with sales and broking to understand marketplace changesEstablishes comprehensive understanding of client’s industry, business, and objectivesProvides 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 reportIdentifies, engages, and integrates delivery of all WTW internal resources to deliver on the client experienceLeads and mentors account team membersMaximizes the profitability and retention of their book of businessNegotiates, creates, and delivers fee/compensation agreements to clientsInforms client’s insurance program design and strategy by working in conjunction with Broking to ensure utilization of appropriate analytical toolsDrives design and delivery of client presentations/proposals, client advocacy reports, client service plans and schedulesDrives 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 metOther duties as identified and appropriate to ensure exceptional client experienceThe RequirementsTargeted 5+ years of commercial Property & Casualty experience in a client facing role or demonstrated capabilities to complete role responsibilitiesAble to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultationAbility to interpret, analyze, and present analytical modelsRelationship Management skills: able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolutionNegotiation skills: Ability to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals and the ability to drive conflict resolutionBusiness Acumen; knowledge of strategy, tactics, and solutions for the client, and/or in the marketplaceKnowledge of commercial insurance renewal end-to-end process, steps and ownersBusiness development skillsExcellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversationsExcellent project management skills: end-to-end oversight of large, complex, ambiguous, or multidimensional projectsEffectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, provides clear guidance to ensure others fulfill roles effectivelyReceptive to feedback; critical thinking and problem-solving skills, high adaptabilityIntellectual curiosity to help develop innovative and creative ideasProficient Microsoft Office skills and familiarity with other relevant online toolsMust achieve and maintain insurance brokers P&C license and complete various continuing education activities as neededInsurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, CRM)This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.Compensation and Benefits Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).Compensation The base salary compensation range being offered for this role is $150,000.00-$210, 000.00 USD annually.This role is also eligible for an annual short-term incentive bonus.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 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.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.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.EOE, including disability/vetsFull timePosting Date: 2026-07-21