Willis Towers Watson

Client Advocate

Willis Towers Watson$120K — $135K *
Finance & Insurance
11 - 15 years of experience
Job Overview by Ladders

Qualifications

  • High School Diploma required; Bachelor's Degree preferred.
  • 15+ years of client management and/or insurance sales experience, ideally within the Natural Resources Oil & Gas sector.
  • Experience managing middle-market to large account risk management.
  • Deep understanding of clients' sectors and processes relevant to their businesses.
  • Comprehensive network of active contacts in the industry.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Proficiency in Microsoft Office, particularly Excel.
  • Prior leadership experience in client-facing roles is advantageous.
  • P&C insurance broker's license required.
  • Preferred but not mandatory: industry designations such as CPCU, ARM, CIC, CRM.

Responsibilities

  • Proactively manage client relationships to enhance satisfaction and loyalty.
  • Coordinate service delivery for clients, ensuring comprehensive fulfillment of all offerings.
  • Monitor compliance with policies across all operational domains and territories.
  • Focus on increasing account profitability and achieving client retention over time.
  • Manage client renewals through collaboration with various placement teams.
  • Prepare and present compelling value propositions for new business opportunities.
  • Act as a role model by demonstrating best practices for Client Advocates.

Benefits

  • Comprehensive health and welfare benefits including medical, dental, and vision insurance.
  • Flexible spending accounts for healthcare and dependent care expenses.
  • Paid holidays and annual paid time off, including state-required leaves.
  • Retirement benefits including a 401(k) plan and potential contributions from the company.
  • Access to wellbeing resources, including an Employee Assistance Program.
Full Job Description
Job Description

Client Advocates provide strategic relationship management and lead teams, 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're client centric, interested in affiliating with an industry leader and committed to helping clients unlock their potential through effective risk management this may be the perfect opportunity for you!

Note that visa employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

At Willis Towers Watson, we choose a team of people dedicated to meeting each client's particular needs. At the head of that team is the Client Advocate: someone with the experience and expertise to understand the client and their business, someone dedicated to making the client succeed. The Willis Towers Watson Client Advocate serves as a single point of contact providing every client a direct route to all the resources at Willis Towers Watson. The Willis Towers Watson Client Advocate's primary objective is client success through the provision of cost effective insurance and risk management solutions according to each client's individual requirements. This is a unique and exciting opportunity for experienced insurance individuals who are interested in a diverse & challenging role that encompasses sales, brokerage & account management responsibilities.

Major Accountabilities:

  • Proactively & positively managing Willis Towers Watson's business relationship with the client
  • Coordinating and taking ultimate responsibility for the comprehensive delivery of Willis Towers Watson's service to the client and ensuring the integrity of said provision at all times.
  • Ensuring that client engagement, contract formation and service delivery processes are fully compliant with Group policies across all territorial, legal and regulatory domains
  • Increasing the profitability of the client account & ensuring retention of that business over time
  • Manage all client renewals through the various Willis Towers Watson placement teams
  • Assist with the preparation and delivery of our value proposition on new business
  • Leading by example and providing a strong role model and influence on others for best Client Advocate practices

Contributing to the revenue growth of the office

Qualifications

The Requirements

  • High School Diploma required; Bachelor's Degree preferred
  • At least 15 + year's client management and/or insurance sales experience, preferably with an insurance brokerage industry leader, preferably in Natural Resources Oil & Gas Industry
  • Experienced in middle-market to large account risk management.
  • Demonstrable & current in-depth knowledge & understanding of the industries and sectors of their account businesses, including the main products & services produced and processes used
  • A comprehensive & broad network of active contacts
  • First-class interpersonal skills, including relationship building & maintenance
  • Excellent communication (verbal & written), numerical, presentation & organizational skills
  • Self-motivated with the ability to work effectively as part of a team in a fast-paced, dynamic environment where superior time-management and prioritization skills are essential
  • The candidate must have proficient working knowledge of Microsoft Office systems, including Excel
  • Previous managerial or leadership experience in a client-facing mandate would be highly advantageous
  • Insurance broker's P&C license required.
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, 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 $120,000.00-$135,000.00 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.


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.

About Willis Towers Watson

Willis Towers Watson is a global insurance and risk management company that provides a range of services to clients in more than 140 countries. The company was formed in 2016 through the merger of Willis Group Holdings and Towers Watson & Co. Willis Towers Watson offers a range of insurance products, including property and casualty insurance, life insurance, and health insurance. The company also provides risk management and consulting services, including actuarial services, investment consulting, and human capital consulting. Willis Towers Watson is known for its expertise in risk management and its ability to help clients navigate complex insurance and regulatory environments.
Learn more about Willis Towers Watson
Size
46,000 employees
Market Cap
$26.2 billion
Industry
Net Income
$996 million
Founded
1828
5 Year Trend
+2.7%
Revenue
$9.3 billion
NASDAQ

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