Home › Companies › Eedu Fa Em3 Oraclecloud Com CX 1003 › Client Advocate
Client Advocate
Eedu Fa Em3 Oraclecloud Com CX 1003 · Tempe, AZ, United States; US Tempe - 1144 West Washington Street AZ, Tempe, AZ, US · Remote · Active · Oracle Recruiting Cloud / Fusion HCM
Job facts
| Field | Value |
|---|---|
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Title | Client Advocate |
| Normalized title | - |
| Department / team | Service and Delivery |
| Location | Tempe, AZ, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
| Posted / first seen | 2026-06-05 / 2026-06-06 |
| Changed / last seen | 2026-06-06 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Eedu Fa Em3 Oraclecloud Com CX 1003. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through Oracle Recruiting Cloud / Fusion HCM. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Tempe. | Open |
| Department jobs | Active postings in Service and Delivery. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Eedu Fa Em3 Oraclecloud Com CX 1003 |
| Source | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| ATS provider | Oracle Recruiting Cloud / Fusion HCM |
Description
Description
Senior Client Managers bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you.
The Role
The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.
Major Accountabilities:
Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.
Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average
Manage and assist in the sales process (RFP and proposal development, presentation, etc.)
Provides risk management analysis utilizing new business, renewal and claim reviews
Make recommendations to prospects and current clients to update and enhance policy contracts
Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client
Consistently prepares policy change requests, and submits requests to carriers
Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients
Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)
Identifies and processes coverage enhancement and cross- sales opportunities
Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies
Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)
Multi-state and large clients
Specialty line clients
Qualifications
7+ years’ experience in the Personal Insurance/Private Client industry, preferred
High school diploma required, bachelor’s degree preferred
Property and Casualty license required
Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems
Ability to provide consultation and expert advice to management on risk management issues
Knowledge of principles and methods involved in promoting and selling services
Interpersonal skills, including relationship-building skills with clients and co-workers
Ability to work independently as well as in a team setting
Strong verbal and written communication skills
Presentation, organization and critical thinking skills
Industry designations such as CIC or CISR
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
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.
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
Full job record
| Job ID | 8af66cae719850b59b0cb3dbc82922820b63bbd6 |
| Org ID | fb7be193-7b81-4a79-b4eb-d716831a6298 |
| Source ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Board ID | e7d5a5b4-600a-48ec-99bc-2d32732502c6 |
| Provider | oracle_hcm |
| Provider Job Key | 202603078 |
| Title | Client Advocate |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Tempe, AZ, United States; US Tempe - 1144 West Washington Street AZ, Tempe, AZ, US |
| Department | Service and Delivery |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | AZ |
| City | Tempe |
| Salary Raw | Description Senior Client Managers bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you. The Role The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment. Major Accountabilities: Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment. Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average Manage and assist in the sales process (RFP and proposal development, presentation, etc.) Provides risk management analysis utilizing new business, renewal and claim reviews Make recommendations to prospects and current clients to update and enhance policy contracts Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client Consistently prepares policy change requests, and submits requests to carriers Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC) Identifies and processes coverage enhancement and cross- sales opportunities Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance) Multi-state and large clients Specialty line clients Qualifications 7+ years’ experience in the Personal Insurance/Private Client industry, preferred High school diploma required, bachelor’s degree preferred Property and Casualty license required Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems Ability to provide consultation and expert advice to management on risk management issues Knowledge of principles and methods involved in promoting and selling services Interpersonal skills, including relationship-building skills with clients and co-workers Ability to work independently as well as in a team setting Strong verbal and written communication skills Presentation, organization and critical thinking skills Industry designations such as CIC or CISR Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. 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. 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 |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | — |
| Source URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202603078 |
| Apply URL | https://eedu.fa.em3.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1003/job/202603078 |
| First Seen At | 2026-06-06 11:42:41Z |
| Last Seen At | 2026-06-06 11:42:41Z |
| Last Checked At | 2026-06-06 11:42:41Z |
| Last Changed At | 2026-06-06 11:42:41Z |
| Inactive At | — |
| Source Posted At | 2026-06-05 15:48:48Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=oracle_hcm/board=eedu.fa.em3.oraclecloud.com|CX_1003/date=2026-06-06/2026-06-06T11-42-11-506Z-65b514209292a1e4bde5a61d7c93b81cdcabfcd416ad8cee24b9caf931edd976.json |
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"ExternalDescriptionStr": "<p style=\"line-height: normal; margin-bottom: 0in;\">Senior Client Managers bring the breadth and depth of their deep technical insurance experience to add significant value to our clients risk management strategies and programs. As senior members of the account management team they lead the ongoing service relationships with client decision-makers, effectively consult on insurance brokerage and risk management services, actively participate in presentations with clients and prospects and work collaboratively with both the brokerage service team and other subject matter experts. If contributing at a high level while working with other experienced insurance professionals and with the resources of a global powerhouse in the risk management, brokerage and consulting environment is the challenge you seek this is the perfect role for you. </p><p style=\"line-height: normal; margin-bottom: 0in;\"> </p><p style=\"line-height: normal; margin-bottom: 0in;\"><strong>The Role</strong></p><p style=\"line-height: normal; margin-bottom: 0in;\"> </p><p style=\"line-height: normal; margin-bottom: 0in;\">The Senior Client Manager manages the placement and service of clients for the Personal Lines Department. This role is client facing and leverages established competencies related to Personal Lines services and clients, with an emphasis on High Net Worth clientele. Responsible for providing timely, professional account service to clients in order to achieve quality sales and service standards using our automated (electronic) work environment.</p><p style=\"line-height: normal; margin-bottom: 0in;\"> </p><p style=\"line-height: normal; margin-bottom: 0in;\"><strong>Major Accountabilities:</strong></p><p style=\"line-height: normal; margin-bottom: 0in;\"> </p><ul style=\"list-style-type: disc; padding-left: 24px;\"><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Manage all aspects of the placement and service of Personal Lines for Willis Towers Watson Clients in an automated and electronic work environment.</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Maintain client relationships with assigned accounts and support retention ratio at or above the Personal Lines average</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Manage and assist in the sales process (RFP and proposal development, presentation, etc.)</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Provides risk management analysis utilizing new business, renewal and claim reviews</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Make recommendations to prospects and current clients to update and enhance policy contracts</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Perform all phases of new business, renewal and remarket processing including preparation of applications, negotiation with underwriters, obtaining quotes , creating proposals, monitoring status, and follows up to delivery of policy documents to client</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Consistently prepares policy change requests, and submits requests to carriers</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Monitors status of change requests, reviews policy documents for accuracy and follows up to delivery of change documents to clients</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Maintains insurance records for accounts including hard copy files, data management, coding and calculating information into Agency management system (EPIC)</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Identifies and processes coverage enhancement and cross- sales opportunities</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Independently resolves client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements, billing controversies</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Ensure compliance with all Willis Towers Watson and regulatory procedures; such as WEM (Willis Towers Watson Excellence Model) & AOD (assurance of discontinuance)</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Multi-state and large clients</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Specialty line clients</p></li></ul><p style=\"line-height: normal; margin-bottom: 0in;\"> </p>",
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"InternalQualificationsStr": "<ul style=\"list-style-type: disc; padding-left: 24px;\"><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">7+ years’ experience in the Personal Insurance/Private Client industry, preferred</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">High school diploma required, bachelor’s degree preferred</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Property and Casualty license required</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Working knowledge of Personal Lines insurance products and carriers and carrier quote and policy issuance systems</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Ability to provide consultation and expert advice to management on risk management issues</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Knowledge of principles and methods involved in promoting and selling services</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Interpersonal skills, including relationship-building skills with clients and co-workers</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Ability to work independently as well as in a team setting</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Strong verbal and written communication skills</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Presentation, organization and critical thinking skills</p></li><li><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\">Industry designations such as CIC or CISR</p></li></ul><p style=\"line-height: normal; margin-bottom: 0in; margin-right: 0in; margin-top: 0in;\"> </p><p>Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. </p><p>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.</p><p> </p><p><strong>Company Benefits </strong></p><p>WTW provides a competitive benefit package which includes the following (eligibility requirements apply):</p><ul style=\"list-style-type: disc;\"><li><strong>Health and Welfare Benefits:</strong> 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)</li><li><strong>Leave Benefits:</strong> 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), <a href=\"https://nam11.safelinks.protection.outlook.com/?url=https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf&data=05|02|[email protected]|395c83b5896c4f4c15c408dda9caf9c9|76e3921f489b4b7e95479ea297add9b5|0|0|638853411468220103|Unknown|TWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ==|0|||&sdata=hHV4H2Dis3ztsMbxapmNiIhl6QlngmymYVKcqcl3808=&reserved=0\">Paid Time Off</a> (only included for Washington roles)</li><li><strong>Retirement Benefits:</strong> 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.</li></ul><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p>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.</p><p> </p><p><strong>EOE, including disability/vets</strong></p>",
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