Associate Client Advocate - Real Estate

The Associate Client Advocate (ACA) plays a critical role in executing complex, program-based accounts, including large-scale hospitality clients. This role focuses on managing day-to-day operational workflows, maintaining data integrity, and coordinating across stakeholders to deliver consistent, high-quality service in a fast-paced, high-volume environment. The ACA serves as a central connector across client, carrier, TPA, and internal teams, ensuring efficient and accurate program execution.

The ideal candidate for this position must demonstrate strong attention to detail and data accuracy, with the ability to manage high-volume, fast-moving workflows effectively. Must be highly organized, collaborative, and accountable for execution, with a process-driven mindset focused on driving efficiency, consistency, and continuous improvement to support the scale and demands of program-based business.

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.

The Role

Knowledge / Skills / Behavior

• Support the delivery of large-scale, multi-line programs (Property, GL, Auto, etc.)
• Execute daily workflows in alignment with established timelines and service standards
• Ensure consistent, end-to-end coordination across internal teams and external partners
• Execute core processes including scheduling, certificate tracking, document management, and reporting
• Adhere to standardized workflows, naming conventions, and documentation protocols
• Identify inefficiencies and support continuous improvement of processes
• Review and validate invoices, claim service fees, and carrier billing
• Support payment processing and approval workflows
• Maintain accurate financial records within systems of record
• Serve as a liaison between internal teams, TPAs, carriers, vendors, and client stakeholders
• Ensure timely follow-up on outstanding items and maintain clear documentation of communications
• Support escalation and resolution of operational issues

Claims & Data Management

• Manage claim intake, reporting, and documentation within RMIS platforms (e.g., Origami)
• Manage COI intake and documentation within client vendor portal (e.g., OneTrust)
• Maintain accurate, consistent claim and loss data across systems
• Support production and reconciliation of reports, including loss runs and client reporting

Major Accountabilities

• Execution Excellence: Deliver timely, accurate completion of all operational workflows across the program.
• Data Integrity: Maintain high-quality, consistent data across all systems and reporting outputs.
• Process Discipline: Adhere to and reinforce standardized processes; identify and escalate process gaps.
• Stakeholder Coordination: Ensure seamless communication and follow-through across internal teams, carriers, and TPAs.
• Accountability & Ownership: Take responsibility for assigned tasks, follow through on deliverables, and proactively manage issues.
• Client Support: Contribute to consistent, professional client experience aligned with program expectations.
• Vendor portal management