Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Client Advocate

$195k - $235k

WTW

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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Client Advocate in Cleveland, OH vacancy
  • BCG Attorney Search is seeking a Senior Associate Estate Planning Attorney in Cleveland, OH. The ideal candidate will have over 5 years...  ...expert guidance on complex techniques and maintaining long-term client relationships. Responsibilities include handling estate, wealth,... 
    Senior

    BCG Attorney Search

    Cleveland, OH
    1 day ago
  • $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

    WTW

    Cleveland, OH
    5 days ago
  •  ...Principal Associate in Cleveland, Ohio. This role involves leading complex estate planning and tax engagements for high-net-worth clients. You will collaborate with a team and build long-term relationships while providing exceptional service. Ideal candidates will have... 
    Senior

    recruitometry

    Cleveland, OH
    1 day ago
  • 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... 
    Suggested
    Hourly pay

    KeyBank

    Cleveland, OH
    3 days ago
  •  ...coaching tellers, managing branch performance, and ensuring compliance with banking regulations. The ideal candidate will have strong client relationship skills and experience in cash handling. You'll guide clients in achieving financial goals while promoting bank... 
    Suggested

    KeyBank

    Cleveland, OH
    3 days ago
  • $90k - $125k

     ...with at least 10 years of experience. The role involves managing projects from inception to completion, leading teams, and ensuring client satisfaction. Ideal candidates should possess strong interpersonal skills and have experience in healthcare design. The firm offers... 
    Senior
    Flexible hours

    LaBella Associates

    Cleveland, OH
    3 days ago
  • 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

    Distinct | North America

    Cleveland, OH
    2 days ago
  •  ...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... 

    Catholic Charities

    Cleveland, OH
    4 days ago
  • 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... 
    Senior
    Remote job
    Flexible hours

    Novogradac & Company

    Cleveland, OH
    3 days ago
  • Rehmann is seeking a Tax Senior Associate in Cleveland, Ohio, to prepare various tax returns and provide exceptional client service. The role involves conducting research, building relationships internally, and contributing to clients’ success. Ideal candidates should... 
    Senior

    Rehmann

    Cleveland, OH
    4 days ago
  •  ...seeking a tax professional to prepare a range of entity tax returns and conduct financial statement reviews. This role emphasizes client service, teamwork, and the development of associates. The ideal candidate has 2-6 years of tax experience, a CPA license preferred,... 
    Senior

    Rehmann Robson LLC

    Cleveland, OH
    3 days ago
  • A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at... 
    Senior
    Full time
    Contract work

    First Financial Bank

    Cleveland, OH
    1 day ago
  • 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

    Prevail Recruiting

    Cleveland, OH
    3 days ago
  • 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

    CLE Consulting Firm

    Cleveland, OH
    1 day ago
  • 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... 
    Senior
    Remote job
    Flexible hours

    Novogradac

    Cleveland, OH
    2 days ago
  •  ...Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of... 
    Senior

    The Strategic Implementer

    Independence, OH
    1 day ago
  •  ...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... 
    Senior
    Work at office

    Cohen & Co

    Cleveland, OH
    2 days ago
  •  ...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 Omaha
    Senior
    Full time

    Mutual of Omaha

    Cleveland, OH
    1 day ago
  • Roetzel- in Cleveland seeks a highly motivated Municipal Attorney (Senior Associate) to join its public law practice. This role offers...  ...candidate will provide strategic legal advice to municipal clients, ensuring compliance with Ohio statutes while managing day-to-day... 
    Senior

    Roetzel-

    Cleveland, OH
    4 days ago
  • MAI Capital Management is seeking a Senior Financial Planner to join our Financial Planning team. This crucial role involves working closely with advisors and clients to produce essential financial planning deliverables, ensuring accuracy and timeliness. You will help... 
    Senior

    MAI Capital Management

    Independence, OH
    2 days ago
  •  ...immigration matters. The role involves providing strategic legal counsel, preparing and reviewing immigration filings, and representing clients in immigration court. The ideal candidate should have a Juris Doctor (J.D.) degree, an active license with a U.S. State Bar, and... 

    Eureka Infotech Inc

    Cleveland, OH
    3 days ago
  • $125k - $200k

     ...have 3-5 years of legal experience and an interest in casualty and professional liability practices. The position offers meaningful client interaction, professional development, and a commitment to diversity. The competitive salary ranges from $125,000 to $200,000,... 
    Work at office

    Marshall Dennehey

    Cleveland, OH
    3 days ago
  •  ...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

    Mogi I/O : OTT/Podcast/Short Video Apps for you

    Cleveland, OH
    5 days ago
  • 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... 
    Senior
    Full time

    Mogi I/O : OTT/Podcast/Short Video Apps for you

    Cleveland, OH
    1 day ago
  • $120k - $130k

    Sedgwick in Cleveland, Ohio is seeking an experienced manager for Client Services. This role entails overseeing contract compliance, client relationships, and financial management, contributing to business planning and staffing needs. The ideal candidate will possess a... 
    Senior
    Contract work

    Sedgwick

    Cleveland, OH
    1 day ago
  • A prominent insurance services provider is seeking an experienced Insurance Client Manager to lead a portfolio of Property and Casualty insurance clients. The role involves strategic leadership, managing client relationships, and delivering tailored risk management solutions... 
    Senior
    Work at office

    Mogi I/O : OTT/Podcast/Short Video Apps for you

    Cleveland, OH
    1 day ago
  •  ...for an experienced Private Bank Wealth Advisor IV in Beachwood, Ohio. This role involves managing relationships with high-net-worth clients and ensuring the delivery of a comprehensive Wealth Plan, focusing on asset management, loans, and deposits. Applicants should have... 
    Senior
    Work at office
    Remote work
    Flexible hours

    Dormont Manufacturing Co

    Beachwood, OH
    2 days ago
  • $200k

     ...counsel in large corporate legal departments. We also assist many clients with permanent positions, including general counsel searches....  ...and market leadership What We’re Looking For Experience as a senior attorney in a law firm or corporate legal department A strong... 
    Permanent employment
    Full time
    Contract work
    Remote work
    Work from home
    Home office

    Latitude Legal

    Cleveland, OH
    4 days ago
  • $200k

     ...large corporate legal departments. We also assist many of our clients with permanent positions, including general counsel searches. Our...  ..., and boutique law firms. Latitude Partners are all former senior lawyers at law firms or legal departments, and have extensive community... 
    Remote job
    Permanent employment
    Full time
    Contract work
    Part time
    Work at office

    Latitude Legal

    Cleveland, OH
    1 day ago
  • $18 - $24 per hour

     ...Elevate Patient Financial Solutions as a Hospital Based Patient Advocate and help guide individuals through their healthcare financial...  ...documentation. As per established protocols, inform the client in a timely manner of all approvals and denials of coverage.... 
    Hourly pay
    Full time
    Work at office
    Remote work
    Work from home
    Monday to Friday
    Shift work

    Elevate Patient Financial Solutions

    Cleveland, OH
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Client Advocate. Be the first to apply!