Senior Client Advocate
$195k - $235kWTW
Description The Senior Client Advocate provides strategic relationship management, taking advantage of our specialized industry experience and unparalleled market know how, to craft strategies for clients to quantify, mitigate, and transfer risk. If you are client-centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you! The Role The Senior Client Advocate is responsible for cultivating and maintaining client relationships that includes strategy development and execution at the insurance program level. The Senior Client Advocate is responsible for marshalling WTW resources to provide coordinated service that meet the client’s insurance and risk management needs. The Senior Client Advocate must have the ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision. Duties include but are not limited to: 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; monitors 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). Ensures Group policy requirements (legal, regulatory & compliance) are met. Design, prepare, negotiate and deliver fee/compensation agreements to clients. Design and deliver full client presentations/proposals, client advocacy reports, Engagement 365 client service plans and schedules. Work in conjunction with Broking to ensure utilization of appropriate analytical tools. Increase (maximize) the profitability of the client account and ensure retention of that business. Engage with Sales and Broking to understand marketplace changes. Build and develop market relationships in collaboration with Broking and Sales. 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. Other duties as identified and appropriate to ensure an exceptional client experience. Qualifications The Requirements Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role (General Industry) Knowledge of commercial insurance renewal end-to-end process steps and owners. Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation. Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution. Able to interpret, analyze and present models. Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals. Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace. Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations. Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively. Serve as a mentor to colleagues and subject matter expert Excellent project management skills. Competency in Microsoft Word, PowerPoint, and Excel. P&C Insurance License required. Some travel required Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. This position will remain posted for a minimum of three business days from the date posted or until a 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 $195,000– $235,000 USD per year. This role is also eligible for an annual short-term incentive bonus. Company Benefits (US locations) 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). 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 #J-18808-Ljbffr WTW
- Buckingham, Doolittle & Burroughs is seeking an estate planning attorney with eight to twelve years of experience to service clients of our veteran attorneys and continue our tradition of providing excellent client service. The role emphasizes high-net-worth individuals...Senior
- PCs for People is seeking a Client Experience Representative to join our Mission Market team. You will be the primary contact for clients, guiding them through their technology shopping journey and delivering personalized support to enhance their experience. Responsibilities...SuggestedFlexible hours
$195k - $235k
A leading global advisory firm is looking for a Senior Client Advocate in Cleveland, Ohio. The role focuses on managing client relationships and developing strategies for effective risk management. Candidates must have over 10 years of experience in commercial Property...Suggested- A prominent financial institution in Cleveland is seeking a Teller to provide exceptional client service and assist customers with their banking transactions. The ideal candidate will have a high school diploma, experience in cash handling, and a passion for helping clients...SuggestedHourly pay
- ...knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets...Senior
- A respected CPA firm in Cleveland is looking for an experienced Senior Bookkeeper to manage bookkeeping for small and mid-sized business clients. The ideal candidate will have a strong public accounting background, with responsibilities including month-end closes and reconciliations...Senior
$85k - $90k
A progressive accounting firm in Cleveland, OH is seeking a Senior Tax Manager to oversee tax engagements, manage client relationships, and mentor junior staff. The ideal candidate will have over 7 years of experience in public accounting, strong technical knowledge of...Senior- A regional accounting firm in Cleveland is seeking a Senior Tax Manager to lead the tax practice. This role involves managing client relationships, overseeing complex tax engagements, and mentoring staff. The ideal candidate will have over 7 years of public accounting experience...Senior
- ...seeking a Case Manager at the OLA St Joseph Center in Cleveland, OH. The role involves providing case management and support services to clients aiming to improve their social, economic, cultural, or educational status. Ideal candidates will have a bachelor’s degree and one...
- Gallagher Benefit Services is seeking a Senior Client Associate to support account teams and deliver exceptional client service. You will learn the business through hands-on experience and collaborate with seasoned colleagues to make client-related decisions. As you grow...Senior
- RGP is seeking a Senior Director of Client Development in Cleveland to drive growth through new business development and expansion of existing client relationships. This role oversees consultant engagements and builds a strategic client portfolio aligned with business objectives...Senior
- Prudential Advisors in the Cleveland area is seeking an experienced financial professional to work with our existing client base. This role offers you the chance to grow your business within Prudential’s platform while delivering tailored financial solutions. Ideal candidates...Senior
$65k - $98k
A leading logistics firm in Cleveland is seeking an experienced Senior Broker to manage client relationships and deliver effective logistics solutions. The role involves coordinating with internal teams for timely goods delivery, ensuring compliance with regulations, and...Senior- Gallagher is seeking a Senior Client Associate in Cleveland to support account teams in delivering exceptional service to clients. You will assist with renewals, prepare client materials, and help with RFPs while learning Gallagher’s resources and standards. You will build...Senior
- Novogradac & Company LLP is seeking a Senior Client Bookkeeper in Cleveland, OH to provide comprehensive bookkeeping services for various clients. This position is pivotal in ensuring accurate and timely financial records, supporting higher-volume assignments, and mentoring...SeniorRemote jobFlexible hours
- Job-ID: 13107City: ClevelandCountry: United StatesState/Province: OhioAbout This Role: We are seeking a Senior Director, Client Development, who will play a key role in growing the Cleveland market through new business development, the management and expansion of existing...Senior
- Novogradac is seeking a Senior Client Bookkeeper in Cleveland, OH to execute focused bookkeeping services for clients. Responsibilities include transaction recording, journal entries, and maintaining accurate financial records. Applicants should have an associate’s degree...SeniorRemote jobFlexible hours
- A well-established insurance agency in Cleveland is seeking a Senior Commercial Lines Account Manager. This role requires strong client relationship management, risk assessment, and account servicing skills. The ideal candidate will have 5-7 years of experience in commercial...Senior
- CLE Consulting Firm is seeking a Senior Accountant in Cleveland, Ohio, responsible for client accounting and bookkeeping for various projects. The role involves leadership and expertise in delivering high-quality financial services. The ideal candidate will have a CPA...Senior
- ...experienced staff member for their Family Office (Business & Accounting) team. The successful candidate will support a high-touch client environment through accounting and operational support across multiple clients. The ideal applicant has 1-5+ years of experience in...SeniorWork at office
- Aligned Talent Acquisition seeks a Trust Administrator for its Private Client Services team in the United States. You will administer a portfolio of revocable, irrevocable, charitable, and other trust accounts for high-net-worth individuals, delivering exceptional client...Senior
- ...Candidates should have expertise in loan origination, strong analytical skills, and a bachelor's degree in finance or business. This position offers the opportunity to work closely with clients to help them achieve financial security and success. #J-18808-Ljbffr Mutual of OmahaSeniorFull time
- Bank of America in Cleveland is seeking a senior Private Banking professional to acquire and deepen client relationships, leading a cross‑functional team to deliver a Branded Client Experience across wealth services. You will manage client needs, provide integrated recommendations...Senior
$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA...Senior- Wade Trim in Cleveland, Ohio is seeking a Senior Construction Manager to join our Construction Team. The candidate must hold a Bachelor... ...is required and CCM or PE preferred. The role involves on-site client liaison, staff mentorship, and management of project scope, schedule...Senior
- ...Tax Senior Manager- Private Client Services We are seeking a client focused and outgoing Senior Manager to join our Private Client Services team - with promotional growth within the firm! Responsibilities Effectively establish workload delegations Supervise...Senior
$77k - $94k
Novogradac, located in Cleveland, Ohio, is seeking a Senior Accountant to manage tax and audit projects while mentoring staff. This role... ...of accounting principles. The Senior Accountant will enhance client relationships, contribute to team profitability, and ensure quality...SeniorRemote jobFlexible hours- A leading insurance firm in Cleveland, Ohio, is seeking an experienced Property and Casualty Client Executive. This full-time role involves managing a client portfolio, delivering client advisory services, and overseeing all aspects of account management. The ideal candidate...SeniorFull time
- ...leading insurance brokerage in Cleveland, Ohio is seeking a Commercial Lines Executive to manage a portfolio of commercial insurance clients. Responsibilities include educating clients on policy coverage, leading the marketing and renewal process, and delivering...Senior
- A leading insurance firm in Cleveland, Ohio is seeking an experienced Property and Casualty Client Executive to manage a portfolio of commercial insurance clients. This full-time position requires a minimum of 5 years of experience and a strong knowledge of commercial...SeniorFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Advocate. Be the first to apply!
- health advocate Cleveland, OH
- member advocate Cleveland, OH
- domestic violence advocate Cleveland, OH
- provider relations advocate Cleveland, OH
- client advocate Cleveland, OH
- customer experience advocate Cleveland, OH
- family advocate Cleveland, OH
- customer service advocate Cleveland, OH
- advocate Cleveland, OH
- customer care advocate Cleveland, OH
