Senior Client Advocate - Real Estate

The Role

• Cultivate and maintain relationships with a portfolio of Real Estate clients.
• Identify, engage, and coordinate WTW resources to deliver an exceptional client experience.
• Provide strategic planning and risk management consulting services to Real Estate clients.
• Recommend appropriate insurance and risk management solutions throughout the policy lifecycle.
• Ensure Group policy requirements are met.
• Leverage analytical tools and market insights to support client objectives.
• Design, prepare, negotiate, and deliver fee and compensation agreements.
• Develop and deliver client presentations, proposals, advocacy reports, Engagement 365 service plans, and stewardship reviews.
• Maximize account profitability while ensuring client retention and satisfaction.
• Collaborate with Sales and Broking teams to stay informed of market developments and emerging Real Estate industry trends.
• Lead the Request for Proposal (RFP) process, including coordination across line-of-business teams and document ownership.
• Drive the annual renewal process, establishing and executing client-specific renewal strategies in partnership with WTW practice and industry groups.

Qualifications

• 10+ years of commercial Property & Casualty insurance experience in a client-facing role, with experience serving Real Estate clients, portfolios, or books of business strongly preferred.
• Knowledge of the commercial insurance renewal process from strategy development through placement.
• Strong understanding of insurance coverage forms and the ability to identify coverage gaps, analyze program design, and provide ongoing coverage consultation.
• Ability to leverage internal and external relationships to deliver tailored WTW solutions while effectively managing conflict resolution.
• Strong analytical skills, including the ability to interpret, analyze, and present models and data.
• Exceptional negotiation skills with the ability to develop creative solutions, build stakeholder consensus, and close complex transactions.
• Knowledge of client strategy, risk management solutions, and market trends within the Real Estate sector.
• Excellent verbal and written communication skills, including presentation and facilitation of complex or technical discussions.
• Demonstrated leadership ability, including driving change, leading projects, collaborating across teams, and mentoring colleagues.
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• P&C Insurance License required.

Compensation and Benefits

• Base salary range: $200,000 – $275,000 USD per year.
• Eligible for an annual short-term incentive bonus.
• Benefits include:
• Health and Welfare Benefits: Medical, 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 paid 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 (Washington State only)
• Retirement Benefits: Contributory Pension Plan and Savings Plan (401k). Non-qualified Deferred Compensation and Deferred Savings Plans available for certain roles.

Company Benefits

• Flexible working arrangements and location-based options encouraged.
• Equal opportunity employer.

EOE, including disability/vets

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