Client Advocate Jobs
Client Advocate jobs are open across healthcare, financial services, insurance, and technology, at every level from entry-level to senior and team lead, with specializations in patient advocacy, member services, and account support. Find a role that fits below and apply directly.
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Showing 5 of 24+ Client Advocate jobs
Description
The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized Construction industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk. This position will also create strategies and execute the placement of Builders Risk, Property and Casualty lines of business for both primary and excess policies. If you are client-centric, interested in affiliating with an industry leader, and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you!
The Role
The Senior Client Advocate is responsible for providing strategic relationship management, placement of Builders Risk , Property and casualty lines, and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision.
Duties include but are not limited to:
- Retain existing book of business; develop, and strengthen client relationships
- Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
- Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
- Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
- Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
- Design and deliver full client presentations/proposals, client advocacy reports, client service plans, and schedules.
- Increase (maximize) the profitability of the client account and ensure retention of that business over time.
- Engage with Sales and Broking to understand marketplace changes.
- Create project risk profiles and prepare marketing materials for underwriting and placement of casualty coverages in the marketplace (Primary and excess for practice and projects)
- Facilitate binding of broadest available coverage in alignment with the risk profile.
- Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines.
- Conduct contract reviews to ensure alignment of obligations.
- Provide strategic design and lead resources to manage large property and Master Builders Risk programs along with large complex project coverage.
- Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
- Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
Qualifications
The Requirements
- Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate.
- 8-10 years of Broking experience in Property, Casualty and Builders Risk
- Knowledge of commercial insurance renewal end-to-end process steps and owners.
- Experience with management and technical oversight of Large MBR programs and complex property schedules is required
- Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
- Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution.
- Able to interpret, analyze and present models.
- Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
- Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace.
- Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations.
- Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
- Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects.
- Competency in Microsoft Word, PowerPoint, and Excel.
- Insurance P&C License required.
- Travel required.
- This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
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.
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.
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
Description
The Senior Client Advocate provides strategic relationship management and placement, taking advantage of our specialized Construction industry experience and unparalleled market know-how, to craft strategies for clients to quantify, mitigate, and transfer risk. This position will also create strategies and execute the placement of Builders Risk, Property and Casualty lines of business for both primary and excess policies. If you are client-centric, interested in affiliating with an industry leader, and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you!
The Role
The Senior Client Advocate is responsible for providing strategic relationship management, placement of Builders Risk , Property and casualty lines, and consultative services to our clients. The Senior Client Advocate is responsible for marshaling Willis Towers Watson resources to provide coordinated service and placement activities that meet the client’s insurance and risk management needs. Responsible for ensuring relevant regulatory and technical standards are met. Leverages advanced skill set with knowledge to design and consult with clients on insurance coverage and services; uses understanding of clients’ needs to expand business opportunities and further solidify client relationships. Ability to focus on delivering exceptional customer service while working in a fast-paced environment with minimal supervision.
Duties include but are not limited to:
- Retain existing book of business; develop, and strengthen client relationships
- Identify, engage, and integrate delivery of all WTW internal resources to deliver on the client experience.
- Provide strategic planning and consulting advice to clients; monitor insurance and risk management needs in collaboration with WTW resource, practice, and industry groups.
- Recommend appropriate solutions throughout the policy life cycle (including acquisition due diligence).
- Design, prepare, negotiate, and deliver fee/compensation agreements to clients.
- Design and deliver full client presentations/proposals, client advocacy reports, client service plans, and schedules.
- Increase (maximize) the profitability of the client account and ensure retention of that business over time.
- Engage with Sales and Broking to understand marketplace changes.
- Create project risk profiles and prepare marketing materials for underwriting and placement of casualty coverages in the marketplace (Primary and excess for practice and projects)
- Facilitate binding of broadest available coverage in alignment with the risk profile.
- Build and develop market relationships in collaboration with broking and sales; Design individual prospect sales strategies and develop growth pipelines.
- Conduct contract reviews to ensure alignment of obligations.
- Provide strategic design and lead resources to manage large property and Master Builders Risk programs along with large complex project coverage.
- Drive the Request for Proposal (RFP) response process, including review, identification, and coordination of line of business groups, and document ownership.
- Drive the renewal process to establish and implement the client-specific renewal strategy. Collaborate with WTW resource, practice, and industry groups to develop and deliver renewal to clients.
Qualifications
The Requirements
- Targeted 10+ years of commercial Property & Casualty insurance experience in a client-facing role with industry knowledge in Construction and Real Estate.
- 8-10 years of Broking experience in Property, Casualty and Builders Risk
- Knowledge of commercial insurance renewal end-to-end process steps and owners.
- Experience with management and technical oversight of Large MBR programs and complex property schedules is required
- Able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
- Able to leverage internal and external relationships to bring WTW resources and assets tailored to client needs; ability to drive conflict resolution.
- Able to interpret, analyze and present models.
- Negotiation Skills: able to develop innovative and creative solutions to do complex deals, drive consensus across internal and external stakeholders to close deals.
- Knowledge of strategy, tactics, and solutions for the client, and/or in the marketplace.
- Excellent verbal and written communication skills; group presentation skills, ability to drive complex/technical conversations.
- Effectively advocates for change. Provides encouragement, takes control of team projects, leads key work areas, collaborates with others, and provides clear guidance to ensure others fulfill roles effectively.
- Excellent project management skills including end-to-end oversight of large, complex, ambiguous, or multi-dimensional projects.
- Competency in Microsoft Word, PowerPoint, and Excel.
- Insurance P&C License required.
- Travel required.
- This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
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.
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.
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
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Find Client Advocate JobsClient Advocate Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in client advocate jobs.
- Demonstrated experience in customer service, account management, or client-facing support roles
- Proficiency with CRM platforms such as Salesforce or similar case management systems
- Strong written and verbal communication skills with the ability to handle escalations
- Bachelor's degree in business, communications, healthcare administration, or a related field
- Ability to interpret policy documents, benefits plans, or service agreements and explain them clearly
- Familiarity with HIPAA, financial compliance regulations, or relevant industry standards depending on sector
Tips for Your Client Advocate Job Search
Tailor your resume to each sector
Client advocate roles in healthcare emphasize HIPAA awareness and patient communication, while those in financial services focus on account retention and compliance. Swap the dominant language on your resume to match the sector you're targeting before each application.
Quantify resolution and retention outcomes
Hiring managers for client advocate roles respond to measurable results. Replace vague statements like 'resolved customer issues' with the type of issue, the process you followed, and the outcome, such as reducing escalations or improving first-contact resolution rates.
Apply early to roles that fit
Migrate Mate lists client advocate openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target mid-size companies for broader scope
At large enterprises, client advocate roles are often narrowly specialized by channel or product. Mid-size companies typically offer broader ownership, which strengthens your resume faster and gives you experience across the full client lifecycle.
Prepare a case study for your interview
Client advocate interviews frequently include scenario questions about difficult clients or service failures. Walk in with one real example that shows how you identified the client's underlying concern, what you did, and what changed as a result.
Negotiate for access to client data tools
When evaluating an offer, ask which CRM and case management platforms you'll work in day to day. Hands-on experience with widely used systems adds direct value to your next application, so access to those tools is a meaningful part of compensation.
Client Advocate Jobs: Frequently Asked Questions
Which companies are hiring the most client advocates?
WTW, Payentry, and Aon are hiring the most client advocates right now, with openings concentrated in Illinois, California, and Alabama, based on current listings on Migrate Mate as of November 2026. Healthcare systems, insurance carriers, and financial services firms consistently post the highest volume of openings in this role.
How many client advocate jobs are remote?
About 67% of client advocate openings are fully remote or hybrid as of November 2026, with remote availability highest in insurance benefits administration and technology account support roles. Positions tied to in-person patient services or branch-based financial advising are more likely to require on-site presence.
How do you become a client advocate?
Start by building experience in a customer-facing role such as customer service, case coordination, or account support, since most client advocate positions require demonstrated ability to manage client relationships and resolve issues. Develop familiarity with at least one CRM platform, strengthen your written communication skills, and pursue any industry-specific credentials relevant to your target sector, such as healthcare navigation or insurance licensing.
Can you get hired as a client advocate with little or no experience?
Yes, entry-level client advocate roles exist, particularly in healthcare member services and insurance, where employers often prioritize communication skills and a service mindset over years of experience. Highlight any volunteer work, internships, or service-industry roles that required de-escalating difficult situations or explaining complex information clearly, since those transferable skills directly map to what client advocate employers screen for.
What does the client advocate interview process look like?
Most client advocate interview processes include an initial phone screen focused on communication style and service experience, followed by one or two structured interviews that use behavioral questions around conflict resolution, client retention, and cross-functional collaboration. Some employers add a written or role-play component where you respond to a simulated client complaint, so preparing a clear, calm, and solution-focused example scenario is important before you go in.
Where can I find and apply to client advocate jobs?
You can find and apply to client advocate jobs on Migrate Mate, which lists current openings from across the United States. Search the listings to find roles that match your experience and target industry, then apply directly to each one that fits.
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