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Added 5 hours ago
Senior Trade Compliance Specialist
CCM Hockey
Montreal, QC
CCM Hockey is looking for a Senior Trade Compliance Specialist to run our global trade compliance program day to day and continuously improve it. You'll report directly to the Director,…
Added 1 day ago
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EDF Production Support
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Toronto, ON · Greater Toronto Area, Canada
- Other
As an EDF (Enterprise Data Framework / Event Delivery Framework) Production Support Specialist, you will join the Enterprise Event Streaming team responsible for supporting, monitoring, and…
Added 2 days ago
Customs Compliance Official
L3Harris Technologies
Montreal, QC
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Added 2 days ago
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- $60,000 to $70,000 CAD / year
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Manager, Customs & Trade Compliance
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Associate Client Advocate
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Associate Underwriter - Cyber & Tech E&O
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Associate Underwriter - Cyber & Tech E&O
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Associate Underwriter - Cyber & Tech E&O
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WTW

Associate Client Advocate

1800, avenue McGill College, 22e étage, Montreal, QC, H3A 3J6, Canada

Full-time

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Job details

Job type: Full-time
Experience: Targeted 5+ years of commercial Property & Casualty insurance knowledge/experience in a client-facing role, or demonstrated capabilities to complete role responsibilities
Posting language: English
Posted: Oct 20, 2026

Original job 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. This role works in conjunction with a Producer and Client Advocate within our Retail & Distribution Industry Vertical Division (IVD).

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

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.
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, issuance of client invoicing and certificates of insurance and auto identification cards.

Responsibilities

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 (CIP, FCIP, CAIB, CRM)

Artificial Intelligence (AI) tools may be used in the process to screen, assess, or select applicants for a position but all final decisions and determinations are made exclusively by authorized human personnel.

This job posting is an advertisement for an existing vacancy.

Equal Opportunity Employer

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More about this job

Responsibilities

The Associate Client Advocate manages client relationships and insurance program strategy while coordinating service delivery with internal teams. They are responsible for driving client retention, supporting new business efforts, and ensuring all policy requirements are met.

Requirements

Candidates must have at least 5 years of commercial Property & Casualty insurance experience and possess strong negotiation and project management skills. An active insurance broker’s P&C license is required, and professional insurance designations are preferred.

Skills

Commercial Property and Casualty Insurance
Account Management
Project Management
Strategic Planning
Risk Management
Negotiation
Presentation Skills
Business Acumen
Insurance Brokerage
Policy Analysis
Renewal Strategy
Client Advocacy
Conflict Resolution
Microsoft Office

Visa sponsorship

Not detected in the job text

Keywords

Commercial Property and Casualty
Insurance Broker
Client Advocate
Risk Management
Account Management
Project Management
Renewal Process
RFP
Strategic Planning
Client Engagement
Business Acumen
Policy Compliance
Negotiation
Microsoft Office
CIP
FCIP
CAIB
CRM
Retail & Distribution
Global Service Delivery

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