Senior Client Advocate - Real Estate (Charlotte)

Description

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.

Qualifications

The Requirements

• 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.
• Serve as a mentor and subject matter expert to team members.
• Excellent project management skills.
• Proficiency in Microsoft Word, PowerPoint, and Excel.
• P&C Insurance License required.
• Some travel required. 

This position will remain posted for a minimum of three business days from the date posted or until sufficient/appropriate candidate slate has been identified.

Company Benefits

WTW provides a competitive benefit package which includes the following (eligibility requirements apply):

• Health and Welfare Benefits: Medical (including prescription coverage), 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). All Level 38 and more senior roles may also be eligible for non-qualified Deferred Compensation and Deferred Savings Plans.

We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.

Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records. 

EOE, including disability/vets