Client Advocate

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial P&C accounts, handling coverage questions, certificate requests, and claims inquiries
• Lead the renewal process by gathering exposure data, preparing submissions, and coordinating market activity with the broking team
• Conduct mid-year check-ins, pre-renewal strategy meetings, and post-renewal debriefs to ensure proactive service
• Review policy documents, binders, and endorsements for accuracy against negotiated terms
• Partner with Senior Client Advocates on strategy development and execution for complex or large-scale accounts
• Maintain accurate account records, including exposures, contacts, and policy data, within the agency management system

Requirements

• 5 to 8 years of commercial P&C broking or account management experience
• Proven success managing renewals and service for middle-market or upper-middle-market accounts
• Solid working knowledge of P&C coverages, including property, general liability, auto, workers' compensation, and umbrella
• Active P&C license is required
• Strong written and verbal communication skills with the ability to present renewal strategies clearly
• Proficiency with agency management systems and standard broking workflows

Preferred Qualifications

• B.A. or B.S. degree
• Professional designations such as CISR, CIC, ARM, or CPCU

Benefits

• Comprehensive health and welfare benefits including medical, dental, vision, and mental health support
• Retirement benefits including a 401(k) plan with annual non-elective company contribution
• Paid time off, including annual leave and company-paid holidays
• Various leave benefits including parental, adoption, and disability leave

About the Company

WTW is a leading global advisory, broking, and solutions company that helps clients manage risk and optimize outcomes. We provide expertise across risk, health, wealth, and career to help organizations navigate complex challenges.