Senior Client Advocate - Real Estate

Responsibilities

• Retain and grow an existing Real Estate book of business by serving as a strategic advisor to clients.
• Provide strategic planning and risk management consulting services tailored to real estate owners, operators, and investors.
• Coordinate WTW resources to deliver integrated insurance solutions and exceptional client experiences.
• Drive the annual renewal process, including the development and execution of client-specific strategies.
• Lead the Request for Proposal (RFP) process and manage documentation across various lines of business.
• Recommend appropriate insurance solutions throughout the policy lifecycle, including acquisition due diligence.
• Partner with Broking teams to leverage market insights and analytical tools to support client objectives.
• Develop and deliver client presentations, proposals, and stewardship reviews.

Requirements

• 10+ years of commercial Property & Casualty (P&C) insurance experience in a client-facing role.
• Deep expertise in the Real Estate industry, including knowledge of sector-specific market trends.
• Comprehensive understanding of the commercial insurance renewal process from strategy to placement.
• Strong ability to analyze insurance coverage forms and identify potential coverage gaps.
• Exceptional negotiation and analytical skills to manage complex transactions and data models.
• Proven leadership ability to mentor colleagues and drive project success.
• P&C Insurance License is required.
• Proficiency in Microsoft Office (Word, PowerPoint, and Excel).

Benefits

• Competitive base salary range of $200,000 – $275,000 USD per year.
• Eligibility for an annual short-term incentive bonus.
• Comprehensive health and welfare benefits including medical, dental, and vision.
• Retirement benefits including a Contributory Pension Plan and 401(k) Savings Plan.
• Various leave benefits including paid holidays, annual PTO, and disability coverage.

About the Company

WTW is a leading global advisory firm that helps clients manage risk, optimize benefits, and make better decisions. We provide specialized expertise across Risk & Broking, Health, Wealth & Career, and Corporate Functions to help organizations unlock their full potential.