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Overview: In this Client Advocate role you own and grow a book of business by strengthening client relationships and delivering outcomes across risk management needs. You act as the primary relationship partner, coordinating WTW resources to meet client objectives and profitability targets. You lead RFPs, presentations, and strategy discussions, while mentoring colleagues and guiding account teams. The role blends strategic consulting with hands-on delivery in a hybrid, travel-enabled position from any US location. You will drive client retention, revenue expansion, and a superior client experience aligned with WTW’s services. Compensation / Benefits Health and welfare benefits package Retirement plan and 401(k) matching Paid time off and holidays Long-term disability and life insurance Work-life resources and wellbeing programs Flexible working arrangements
Responsibilities: Retain and deepen the existing book of business; serve as primary client relationship contact Develop opportunities with existing clients and contribute to new business Lead RFP responses and coordinate resources for proposals Collaborate with sales, broking, and practice groups to stay aligned with market changes Deliver strategic planning and advisory services; monitor client risk management needs Oversee E365 Plan and Client Stewardship reporting Engage internal resources to fulfill client delivery and experience Mentor account team members and maximize profitability and retention Negotiate and execute fee/compensation terms with clients Guide client program design and renewal strategy with internal teams Drive client presentations, advocacy reports, service plans, and renewal execution Ensure compliance with legal, regulatory, and policy requirements Manage complex projects with competing priorities and cross-functional collaboration Provide ongoing client advocacy and exceptional experience
Key requirements: 5+ years of commercial Property & Casualty experience in a client-facing role Experience managing and servicing complex client relationships preferred Strong understanding of coverage structures, program design, and gap analysis Ability to interpret underwriting submissions, exposure data, loss runs, and analytics Familiarity with the RFP process and structured client requirements Experience supporting complex insurance programs, including multi-location risks and specialized exposures Strong analytical and presentation skills; experience presenting to senior stakeholders Professional relationship management and advisory capabilities; negotiation and problem-solving skills Ability to manage complex projects and competing priorities; demonstrated leadership and collaboration skills Active Property & Casualty broker license; professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS) Relationship-building Strategic thinking Negotiation Strong understanding of coverage structures and program design Analytics interpretation (exposure data, loss runs) RFP process knowledge

Also on the board Same function, level within a rung

Level

Senior

Location

Birmingham, AL

Occupation

Insurance Sales Agents

Industry

All Other Insurance Related Activities

Posted

today

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