Senior Client Advocate - Real Estate
WTW · Charlotte
The Senior Client Advocate
The Senior Client Advocate provides strategic relationship management, leveraging specialized industry expertise and deep market knowledge to develop tailored risk management strategies for clients. This role will primarily support Real Estate clients and portfolios, serving as a trusted advisor to real estate owners, operators, developers, investors, and related organizations. The successful candidate will help clients quantify, mitigate, and transfer risk while delivering exceptional service and long-term value.
If you are client-centric, interested in affiliating with an industry leader, and committed to helping clients unlock their potential through effective risk management strategies, this may be the perfect opportunity for you.
Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity.
The Role
The Senior Client Advocate is responsible for cultivating and maintaining relationships with a portfolio of Real Estate clients, including the development and execution of insurance and risk management strategies tailored to the unique challenges of the real estate industry. This role is accountable for coordinating WTW resources to deliver integrated solutions that meet clients' insurance and risk management needs.
The Senior Client Advocate must be able to deliver exceptional customer service in a fast-paced environment while working independently and collaboratively with internal stakeholders.
Duties include, but are not limited to:
- Retain and grow an existing Real Estate book of business, strengthening client relationships and serving as a strategic advisor.
- Identify, engage, and coordinate WTW resources to deliver an exceptional client experience.
- Provide strategic planning and risk management consulting services to Real Estate clients, collaborating with WTW practice, industry, and resource groups.
- Recommend appropriate insurance and risk management solutions throughout the policy lifecycle, including acquisition due diligence and transactional activities.
- Ensure Group policy requirements, including legal, regulatory, and compliance standards, are met.
- Partner with Broking teams to leverage analytical tools and market insights that 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.
- Build and strengthen market relationships in partnership with Broking and Sales colleagues.
- 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.
- Perform additional duties as needed to support an exceptional client experience.