Talent.com
Associate Client Advocate - West Region
Associate Client Advocate - West RegionWillis Towers Watson • San Francisco, CA, United States
Associate Client Advocate - West Region

Associate Client Advocate - West Region

Willis Towers Watson • San Francisco, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Job Description

Company Description

WTW is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, WTW has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at wtwco.com .

Description

The Associate Client Advocate (ACA) client-facing functions utilizing the colleague's advanced skills in Commercial Property and Casualty Insurance and is responsible for a blend of internal delivery activities. The ACA is responsible for supporting client relationships, strategy development, and execution at the insurance program level.

The Associate Client Advocate (ACA) owns client service activities and client engagement in those activities through daily coordination with an assigned Client Specialist in our Global Service Delivery (GSD) Team. The ACA is the primary point of contact for providing all service, escalation, and placement to meet the client's insurance and risk management needs. The ACA has a strong connection to the client's business with a fundamental understanding of its industry and aids in opportunities to maximize the profitability of existing clients by supporting new business efforts.

The primary responsibility of the Associate Client Advocate is to provide an exceptional client experience, with a primary focus on direct client engagement and retention of that business. This includes engaging with sales and broking to understand marketplace changes, design and deliver client presentations / proposals, assist and respond to defensive RFPs, and attend oral presentations where required.

As an ACA you are expected to have :

  • Basic negotiation skills and demonstrated experience
  • Basic account management skills and demonstrated experience
  • Basic project management skills and demonstrated experience
  • Strong presentation skills
  • Ability to adapt to change
  • Solid organization skills
  • Ability to mentor a Client Specialist colleague

As an ACA you have the potential to serve as a mentor to other ACAs, a partner / team member for others within your IVD, or an ACA Leader.

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

The Role

  • Retains existing book of business, develops, and strengthens client relationships
  • Identifies, engages, and integrates delivery of all WTW internal resources to deliver an exceptional client experience
  • Provides direct or supporting 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 term (including acquisition due diligence)
  • Maximizes the profitability of the client account & drives retention of that business
  • In collaboration with the Client Advocate, actively expands existing client relationships and supports new business prospecting
  • Collaborates with client teams during Internal and External Strategy Meetings
  • Engages with sales and broking to understand marketplace changes
  • Supports the fee / compensation agreement and overall client invoicing processes
  • Supports defensive RFP responses
  • Aids in the design and delivery of full client presentations / proposals, client advocacy reports, client service plans and schedules
  • Coordinates the renewal process to establish and implement the client-specific renewal strategy, collaborates with WTW resources and industry groups to develop and deliver renewal to clients
  • Ensures all policy requirements (legal, regulatory & compliance) are met
  • Client-level coordination & management of all service delivery (GSD)
  • Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on escalations
  • Gather and receive all client information working in collaboration with the Client Specialist
  • Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.
  • Qualifications

    The Requirements

  • Targeted 5+ years of commercial Property & Casualty insurance knowledge / experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
  • Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation
  • Depending on the complexity of accountability to understand, interpret, analyze, and / or present analytical models
  • Relationship Management skills : ability to leverage internal and external relationships to bring WTW resources and assets tailored to client needs
  • Negotiation skills - the ability to drive conflict resolution and secure concessions without damaging relationships.
  • Business Acumen; knowledge of strategy, tactics, and solutions for the client, and / or in the marketplace
  • Knowledge of commercial insurance renewal end-to-end process, steps and owners
  • Excellent verbal and written communication skills; group presentation skills, ability to drive complex / technical conversations
  • Daily management of work assignments, mentoring, and collaboration with a Client Specialist
  • Receptive to feedback; critical thinking and problem-solving skills, high adaptability
  • Supports Client Advocate (CA) in advocating for change. Provides encouragement, takes control of client deliverables, and team projects, leads key delivery areas, collaborates with internal / external stakeholders, and provides clear guidance to ensure others fulfill roles effectively
  • Strong project management skills : Support the CA in end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects
  • Proficient Microsoft Office skills and familiarity with other relevant online tools
  • Must achieve and maintain an active insurance broker's P&C license, and complete various continuing education activities as needed
  • Insurance industry designations preferred but not required (CPCU, ARM, CIC, CRIS, 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 base 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.

    Compensation

    The base salary compensation range being offered for this role is $90,000-$120,000 USD per year.

    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 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).
  • 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.

    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.

    EOE, including disability / vets

    Create a job alert for this search

    Associate Client Advocate West Region • San Francisco, CA, United States

    Similar jobs
    Client Navigator

    Client Navigator

    Homeless Children S Network • San Francisco, CA, United States
    Full-time
    Position Title : BBHI Client Navigator.BENEFITS : Health, Dental, and Vision insurance; Commuter stipend.HOMELESS CHILDREN'S NETWORK MISSION STATEMENT. Homeless Children's Network's (HCN) mission is t...Show more
    Last updated: 30+ days ago • Promoted
    Client Partner

    Client Partner

    Links Technology Solutions, Inc. • San Francisco, CA, United States
    Full-time
    Posted : 01 / 17 / 2026 | Job Number : 1041 | Pay Rate : $200k - $225k | Remote Work : Hybrid.Focus : Data, AI / ML, Cloud Transformation). Our client (data engineering and cloud modernization firm) is looking...Show more
    Last updated: 4 days ago • Promoted
    Strategic Partnerships Associate

    Strategic Partnerships Associate

    NimbleRx • Redwood City, CA, United States
    Full-time
    We are starting by building the largest, most loved pharmacy business in the world.We are a fast-growing, technology‑first startup driven by perfecting the patient and pharmacist experience.Nimble ...Show more
    Last updated: 30+ days ago • Promoted
    ACI Client Partner

    ACI Client Partner

    ClifyX • San Francisco, CA, United States
    Full-time
    Be among the first 25 applicants.Direct message the job poster from ClifyX.The Client Partner will be responsible for Strategic account planning to drive growth. P&L ownership for assigned portfolio...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior Associate - Private Client Services

    Tax Senior Associate - Private Client Services

    EisnerAmper • San Francisco, CA, United States
    Full-time
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you are starting out in your career or taking your next step as a season...Show more
    Last updated: 17 days ago • Promoted
    Associate General Counsel, Product & Privacy

    Associate General Counsel, Product & Privacy

    Suno • San Francisco, CA, United States
    Full-time
    Associate General Counsel, Product & Privacy.Join to apply for the Associate General Counsel, Product & Privacy role at Suno. Suno is a music company built to amplify imagination.Powered by the worl...Show more
    Last updated: 30+ days ago • Promoted
    Associate

    Associate

    Skidmore, Owings & Merrill LLP • San Francisco, CA, United States
    Full-time
    At SOM, we are a collective committed to shaping a better future for our clients, communities and planet.We aspire to create the most sustainable, impactful work through creative, interdisciplinary...Show more
    Last updated: 2 days ago • Promoted
    Client Success & Operations Associate (Hybrid)

    Client Success & Operations Associate (Hybrid)

    Mintz Group • San Francisco, CA, United States
    Full-time
    A global investigative services firm in San Francisco is seeking a Client Success Associate to enhance case management efficiency and ensure excellent client service. The ideal candidate has a stron...Show more
    Last updated: 14 days ago • Promoted
    Associate - Public Companies / Capital Markets

    Associate - Public Companies / Capital Markets

    Advocates Legal Recruiting • San Francisco, CA, United States
    Full-time
    Corporate Associate - Public Companies & Capital Markets AmLaw 100.Prefer San Fran or Palo Alto, but open to NYC, LA, Boston, Austin, DC, Seattle, San Diego, and Salt Lake City.BigLaw or boutique l...Show more
    Last updated: 2 days ago • Promoted
    M&A and Private Equity Associate - Miami, New York, Orange County, San Francisco

    M&A and Private Equity Associate - Miami, New York, Orange County, San Francisco

    Orrick, Herrington & Sutcliffe LLP • San Francisco, CA, United States
    Full-time
    Orrick earned a Top 5 raking for M&A Deal Volume for the first half of 2025.We are seeking an associate with three to six years of experience to join our market-leading M&A and Private Equity team....Show more
    Last updated: 30+ days ago • Promoted
    Lead M&A Associate Attorney - Elite National Firm

    Lead M&A Associate Attorney - Elite National Firm

    Amanwithaplanservices • San Francisco, CA, United States
    Full-time
    A top-tier law firm is seeking a Mergers & Acquisitions Associate Attorney in San Francisco.This full-time role requires a minimum of 6 years of M&A experience with a large national firm and except...Show more
    Last updated: 23 days ago • Promoted
    Community Relations Associate

    Community Relations Associate

    NurseAmerica Healthcare • Redwood City, CA, United States
    Full-time
    Quick Apply
    Community Relations Associate Redwood City, CA Full-Time $85,000 $90,000 / year Show more
    Last updated: 6 days ago
    Associate Attorney - Transactional Tax

    Associate Attorney - Transactional Tax

    Pernini Recruiting Company • San Francisco, CA, US
    Full-time
    Quick Apply
    Associate Attorney - Transactional Tax.Location : San Franisco & Menlo Park, CA.This is the perfect role for a driven and detail-oriented attorney looking to work on complex, high-value tax matters ...Show more
    Last updated: 23 days ago • Promoted
    Associate, Investment Banking New San Francisco and New York

    Associate, Investment Banking New San Francisco and New York

    Financial Technology Partners LP • San Francisco, CA, United States
    Full-time
    Location : San Francisco, CA & New York City, NY (Hybrid, 3 days in office).Financial Technology Partners (FT Partners) is a premier investment banking firm dedicated exclusively to the financial te...Show more
    Last updated: 30+ days ago • Promoted
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 94707 Berkeley, CA, US
    Full-time
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...Show more
    Last updated: 30+ days ago • Promoted
    Investment Banking Associate 2 Business & Tech-Enabled Services M&A (Global Advisory)

    Investment Banking Associate 2 Business & Tech-Enabled Services M&A (Global Advisory)

    Prospect Rock Partners • San Francisco, CA, United States
    Full-time
    Investment Banking Associate 2 Business & Tech-Enabled Services M&A (Global Advisory).About the job Investment Banking Associate 2 Business & Tech-Enabled Services M&A (Global Advisory).Our client,...Show more
    Last updated: 30+ days ago • Promoted
    Associate Counsel

    Associate Counsel

    Visa • San Francisco, CA, United States
    Full-time
    We are seeking a passionate and driven attorney to join Visa’s Legal and Ethics & Compliance group.As a key member of the team supporting the North America Sales and Client Management team, you wil...Show more
    Last updated: 30+ days ago • Promoted
    Associate Attorney

    Associate Attorney

    Jobot • San Francisco, CA, US
    Full-time
    Team Lead – Amazon Catalog Management opportunity available with growing e-commerce agency! (San Diego, CA) - send your resume to alicia@jobot. This Jobot Job is hosted by : Marcus Curiel.Are you a f...Show more
    Last updated: 6 days ago • Promoted