W

WTW

Global risk management, insurance brokerage, consulting

Associate Client Advocate - Natural Resources

Full-Time
No salary listed
Mid, Senior
Calgary, AB, Canada
HybridHybrid work is described as a mix of remote, in-person, and in-office interactions.
InsuranceInsurance Sales & Agency

About the job

Requirements
  • Four to seven years of commercial Property & Casualty insurance experience in a client-facing role, or equivalent demonstrated capability.
  • Strong knowledge of policy coverage, program design, coverage gap analysis, and the end-to-end commercial insurance renewal process.
  • Proven client relationship management, account management, negotiation, and consulting skills, with the ability to leverage internal and external resources to deliver client solutions.
  • Strong business acumen and ability to understand client strategies, industry trends, and market dynamics.
  • Effective project management skills, including experience supporting complex, multi-dimensional projects and leading key deliverables.
  • Excellent verbal, written, and presentation skills, with the ability to communicate complex technical concepts to diverse audiences.
  • Strong organizational, analytical, critical thinking, problem-solving, and decision-making abilities; adaptable to change and receptive to feedback.
  • Experience mentoring, coaching, and collaborating with Client Specialists and cross-functional teams.
  • Ability to interpret, analyze, and communicate analytical models and data-driven insights.
  • Demonstrated proficiency in leveraging approved AI-enabled and digital tools to improve productivity, workflow efficiency, knowledge sharing, and client outcomes.
  • Sound judgment in evaluating AI-generated outputs for accuracy, relevance, compliance, and business impact.
  • Understanding of Responsible AI principles, including data privacy, information security, transparency, risk management, and ethical AI use.
  • Commitment to continuous learning, emerging technologies, and AI adoption initiatives.
  • Active insurance license required, or ability to obtain and maintain one.
Responsibilities
  • Retain and grow an existing book of business through strong client relationship management.
  • Provide strategic insurance and risk management guidance, including policy-term recommendations and acquisition due diligence support.
  • Collaborate with Client Advocates, producers, broking, industry groups, and internal specialists to deliver client solutions.
  • Support business development initiatives, existing account expansion, and defensive RFP responses.
  • Participate in internal and external strategy meetings and stay informed on market trends and insurance developments.
  • Maximize account profitability while driving client retention.
  • Act as the primary coordinator of client service activities in partnership with the Global Service Delivery team and Client Specialist.
  • Oversee the client-specific renewal process and implementation of renewal strategies.
  • Ensure compliance with all legal, regulatory, and policy requirements.
  • Manage escalations through Service Liaisons, Subject Matter Experts, and Client Operations Specialists.
  • Coordinate audits, policy reviews, accounting issue resolution, aged receivables, bad debt management, surplus lines documentation, invoicing, certificates of insurance, and auto identification cards.
  • Gather and manage client information to ensure effective service delivery.
  • Support the creation and delivery of client presentations, proposals, advocacy reports, service plans, and schedules.
  • Engage in client-facing discussions and presentations to communicate insurance strategies and recommendations.
  • Support compensation agreements and client invoicing processes.
  • Mentor and provide day-to-day guidance to Client Specialists.
  • Lead key deliverables and contribute to complex projects alongside Client Advocates.
  • Collaborate effectively with internal and external stakeholders to achieve client objectives.
  • Leverage approved AI-enabled tools and digital capabilities to improve productivity, knowledge sharing, operational efficiency, and client outcomes.
  • Apply professional judgment to validate AI-generated outputs.
  • Adhere to WTW Responsible AI principles, including data privacy, security, compliance, and ethical use of AI.

About the company

Willis Towers Watson helps organizations manage risk and people programs by offering advisory, brokerage, and technology-based solutions. It operates in two segments: Risk & Broking, which identifies, quantifies, and places insurance coverage for clients from small businesses to large corporations; and Health, Wealth & Career, which provides consulting, technology, and administration services for health benefits, retirement plans, and talent management. The company differentiates itself by combining advisory services, technology platforms, and brokerage capabilities under one umbrella to deliver integrated risk management and people solutions globally. Its goal is to turn risk into a path for growth by aligning risk management with health, retirement, and talent strategies to support organizational success.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1828

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Simplify's Take

What believers are saying

  • Q2 2026 revenue reached $2.47 billion, up 9% year over year.
  • Propel targets roughly 30% adjusted operating margin by 2028, announced July 30, 2026.
  • WTW signed a Sept. 30, 2026 Sapien partnership for mid-market M&A HR software.

What critics are saying

  • WTW sued Lockton on Aug. 24, 2026 after 18 construction brokers defected.
  • Q2 operating margin fell to 14.8%, and net income dropped 30%.
  • Repeated team defections to Lockton hollow WTW’s brokerage franchise market by market.

What makes WTW unique

  • WTW’s Radar platform powers Zurich’s global pricing rollout across retail lines, Sept. 21, 2026.
  • Newfront added deep U.S. middle-market specialty broking and technology, Jan. 27, 2026.
  • WTW combines consulting, broking, and software across 140 countries and markets.

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Benefits

Remote Work Options

Company News

Insurance Business
Oct 12th, 2026
WTW deepens commercial lines ICT bench with MGA underwriting veteran

WTW deepens commercial lines ICT bench with MGA underwriting veteran. Darrel Beaton joins from Effectus Insurance, where he served as chief underwriting officer for 16 years Oct 12, 2026 WTW has appointed Darrel Beaton (pictured) as director of underwriting within its insurance consulting and technology (ICT) business in North America, effective October 5. Beaton joins from Effectus Insurance Managers, a commercial lines managing general agent, where he spent 16 years as chief underwriting officer overseeing underwriting strategy, product development, and portfolio profitability across a broad range of commercial lines, according to his LinkedIn profile. Background and remit. Beaton brings more than 30 years of commercial underwriting experience, including earlier roles as senior director of product management at USAA and SVP of risk and product management at Advanced Insurance Management eSolutions, where he advised insurers, reinsurers, and MGA/MGUs on underwriting operations and product development. His career has run almost entirely through the program and specialty end of the market rather than standard admitted lines. The appointment is part of WTW's stated push to expand its ICT practice across commercial and specialty lines in North America, a segment the company has been building out alongside its more established personal lines advisory footprint. ICT advises insurers on underwriting strategy, pricing, portfolio management, and technology transformation, work that shapes how carriers select risks and structure their books across the commercial P&C market. Based in Austin, Texas, Beaton will report to Farah Ismail, head of commercial lines, North America at WTW, and will focus on expanding the firm's underwriting and product advisory propositions for commercial carrier clients. "His proven track record, technical underwriting expertise and deep understanding of specialist risks across the property and casualty market will be invaluable to our clients," Ismail said. WTW's ICT business operates across 35 markets with more than 1,700 staff, according to the company, serving over 1,000 insurers globally.

II Reporter
Oct 12th, 2026
WTW names Darrel Beaton Director of Underwriting.

WTW names Darrel Beaton Director of Underwriting. The commercial insurance veteran joins WTW's North America Insurance Consulting and Technology business to support underwriting and product modernization. Anthony R. O'Donnell // October 12, 2026 (Image source: WTW.) WTW (London) has appointed Darrel Beaton Director of Underwriting within its Insurance Consulting and Technology (ICT) business, effective Oct. 5. Beaton brings more than 30 years of experience spanning commercial underwriting, product development, portfolio management, program design and underwriting leadership. He joins WTW from Effectus Insurance, where he served as Chief Underwriting Officer with responsibility for underwriting strategy, product development, portfolio growth and profitability across commercial lines. Based in Austin, Texas, Beaton will support the expansion of WTW's underwriting and product propositions, helping insurers modernize underwriting operations, improve portfolio performance and apply technology and analytics to business decisions. He reports to Farah Ismail, Head of Commercial Lines, North America, WTW. "We are delighted to welcome Darrel to our North America team," comments Ismail. "His proven track record, technical underwriting expertise and deep understanding of specialist risks across the property and casualty market will be invaluable to our clients." WTW says Beaton's appointment will support growth of its consulting and technology services for insurers across North America.

Associated Press
Oct 1st, 2026
WTW assumes full control of Al-Futtaim Willis following UAE and Bahrain regulatory approvals

WTW has received regulatory approval from the Central Bank of the UAE and Central Bank of Bahrain to assume full ownership of Al-Futtaim Willis, its UAE-based joint venture. Al-Futtaim sold its 51% stake in the business, giving WTW complete control. The move strengthens WTW's regional presence alongside recent expansions in Saudi Arabia, where the company established insurance and reinsurance broking entities. WTW will now wholly manage operations in Dubai and Bahrain. The acquisition enables WTW to provide clients across the UAE and wider region with enhanced access to specialist expertise and global placement capabilities. The integration aligns with WTW's strategy to optimise its global portfolio and pursue scaled, high-growth broking businesses.

Yahoo Finance
Sep 30th, 2026
WTW partners with Sapien Software to deliver HR and deal intelligence for mid-market M&A

WTW has partnered with Sapien Software to deliver HR and deal intelligence solutions for mid-market companies navigating divestitures and M&A transactions. The collaboration integrates Sapien's human capital management software into WTW's Divestitures in a Box solution, providing HR management systems, payroll administration, international benefits administration and managed services. The partnership combines WTW's M&A consulting expertise with Sapien's technology platform to support both buyers and sellers. The solution aims to accelerate day one readiness, reduce reliance on Transition Services Agreements, and enhance corporate and employee experiences during transactions. Sapien's platform features AI-powered decision support and built-in managed services. The software is multi-lingual, multi-currency, and designed specifically for global mid-market companies undergoing divestitures.

GlobeNewswire
Sep 30th, 2026
WTW and Sapien Software partner to provide HR and deal intelligence for global mid-market divestitures and M&A.

WTW and Sapien Software partner to provide HR and deal intelligence for global mid-market divestitures and M&A. NEW YORK, Sept. 30, 2026 (GLOBE NEWSWIRE) - WTW (NASDAQ: WTW) a leading global advisory, broking and solutions company, today announced that it has entered into an agreement with Sapien Software, LLC, to provide global HR and deal intelligence software and solutions for mid-market companies involved in divestitures, mergers and acquisitions. The partnership between WTW and Sapien provides HR Management System, Human Capital Management System, payroll administration, international benefits administration and managed services as part of the WTW's Human Capital Divestitures in a Box (DIAB) solution. The DIAB solution is a one-stop, pre-packaged HR solution that's globally scalable and designed to support both buyers and sellers. It combines WTW's M&A consulting expertise in due diligence, deal planning, workforce integration and employee communication, with Sapien's market leading human capital management software solutions. Perry Papantonis, Senior Managing Director and Global M&A Leader at WTW said, "WTW's Divestitures in a Box solution enables companies to accelerate day one readiness across all HR plans, programs, and systems, reduce companies' reliance on Transition Services Agreements (TSAs), and enhance both corporate and employee experiences during transactions. Sapien's platform will help organizations to aggregate and model data to support the M&A sell-side process and buyer requests and serve as a full global Human Resources Information System HRIS following transaction close." Ryan Tweedie, Managing Partner of Sapien, said: "With people at the center of every corporate transition, our platform compliments WTW's solution to fulfill on the promise of a one-stop, pre-packaged, cost-effective solution that is globally scalable and enables both buyers and sellers to move with speed, precision and confidence." Infused with AI for easy decision support queries, and with built-in managed services that are already a part of every implementation, Sapien's technology will complement WTW's solution to help deliver a new level of speed, cost-effectiveness, and insights necessary to ensure success before, during and after divestiture or M&A activity. About WTW At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance. Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success - and provide perspective that moves you. Learn more at wtwco.com. About Sapien Software, LLC Sapien is the most progressive and innovative provider of HR software and data intelligence for the global mid-market with unparalleled expertise in divestitures. Purpose-built to be a single source of truth for divestiture planning and to evolve from data ingestion to Day One stand-alone readiness, Sapien is intuitive, rapidly customizable and proven to deliver the functionality, versatility, and affordability that mid-market globals need while guiding organizations through the divestiture process with workforce insights for decision-making. Led by industry veterans and designed to be right for now and tomorrow, Sapien is multi-lingual, multi-currency, and payroll/benefits agnostic. Our proprietary Human Resources Augmentation (HRA) and built-in AI functionality accessed via Natural Language Processing offers an unparalleled layer of support and is available globally. For more information: www.sapiensoftware.com