Client Advocate - Real Estate

About the role

The Client Advocate (CA) is responsible for cultivating and maintaining client relationships, leading strategy development and execution, and delivering best-in-class client service. This role will focus on Real Estate clients, requiring a strong understanding of industry-specific risks, market dynamics, and client priorities.

Responsibilities

• Retail and maintain client relationships as the primary point of contact
• Identify and develop new business opportunities within existing accounts and support new client acquisition
• Lead the RFP process, including strategy, content development, and final deliverables
• Partner with broking and sales teams to stay informed on market trends and opportunities
• Develop a strong understanding of client industries, particularly within Real Estate
• Provide strategic risk and insurance advisory in partnership with WTW practice and industry specialists
• Lead the development and delivery of the E365 Service Plan and Client Stewardship reports
• Coordinate and integrate WTW resources to deliver a seamless client experience
• Lead and mentor account team members
• Drive profitability and retention across assigned accounts
• Negotiate and deliver fee and compensation agreements
• Partner with broking teams to design and optimize client insurance programs using data and analytics
• Drive the renewal process, including strategy development and execution
• Ensure compliance with all legal, regulatory, and internal policy requirements

Requirements

• Experience: 5+ years of commercial Property & Casualty experience in a client-facing role
• Technical Knowledge: Strong understanding of coverage structures, program design, and gap analysis; ability to interpret underwriting submissions, exposure data, loss runs, and analytics; experience with complex insurance programs, including multi-location risks and specialized exposures
• Skills: Ability to analyze and interpret data to inform client strategy; strong presentation skills, including experience presenting to senior stakeholders; strong relationship management and client advisory capabilities; effective negotiation and problem-solving skills; ability to manage complex projects and competing priorities; demonstrated leadership and team collaboration
• Licenses & Credentials: Must maintain an active Property & Casualty broker license; professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS)

Qualifications

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