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09/12/2026

CRB Client Advocate

Job Description

The Client Advocate is responsible for maintaining client relationships. The CA role has a strong connection the client’s business and a fundamental understanding of its industry. The Client Advocate contributes to and generates new opportunities with prospects by developing and closing on expanded business services, products and solutions with existing clients. Client Advocates assist in responding to RFPs, oral presentation and help make the pitch. Participation in RFPs may be required on some accounts. As a Client Advocate you should be comfortable with developing innovative solutions

The Client Advocate will be responsible for Specialty Accounts on a National basis. It is expected that the Client Advocate have relationships with Insurers and may be asked to assist with the placement of accounts.

The Client Advocate will be required to work with the Head of Client Advocacy on training needs, KPIs, turnaround time, quality and adoption metrics, regulatory and compliance issues among other operational responsibilities.

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.

The Role

  • Owns and drives client strategy 
  • Retains existing book of business, develop, and strengthen client relationships
  • Maximizes the profitability of the client account & drives retention of that business
  • Design and deliver client presentations/proposals, client advocacy reports, client service plans and schedules
  • Follow up on client requests and communicate changes 
  • Deliver confirmation of coverage to the client 
  • Identify and pursue cross sell opportunities
  • Educate the client on the various offerings and solutions WTW has to offer
  • Creates and manages the E365 plan for the client
  • Manages new business and the RFP process

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WTW
WTW

Where we are

We have colleagues all around the world, working remotely or in our offices. Together, we make a difference for clients in over 140 countries and markets, from the Middle East to Latin America, from Manila to New York.