Client Advocate - Real Estate

Client Advocate - Real Estate

• 202604165

• Montgomery, Alabama, United States
• Mobile, Alabama, United States
• Birmingham, Alabama, United States

• Full time

Description

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.

The CA owns the E365 Service Plan, engages relevant WTW resources, and leads pricing, profitability, and renewal strategies. They act as the primary relationship manager, coordinating internal teams to deliver tailored risk and insurance solutions that align with client needs.

A successful Client Advocate develops a deep understanding of the client’s business, operations, and objectives, positioning themselves as a trusted advisor and strategic partner to key decision-makers. They are ultimately accountable for client retention, profitability, and the execution of all service deliverables across assigned accounts. This role also focuses on expanding existing relationships, identifying growth opportunities, and leading RFPs, presentations, and client pitches.

As a senior member of the team, you will also:

• Serve as a mentor to colleagues
• Act as a Subject Matter Expert for one or more lines of business
• Provide leadership across account teams

This role offers a hybrid working model with some in-office presence and travel based on client needs across the U.S.

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

The Role

• Retain an existing book of business and strengthen 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
• Lead the development and delivery of client presentations, proposals, and service plans
• Drive the renewal process, including strategy development and execution
• Ensure compliance with all legal, regulatory, and internal policy requirements
• Perform other duties as needed to deliver an exceptional client experience

Qualifications

The Requirements

Experience:

• 5+ years of commercial Property & Casualty experience in a client-facing role
• Experience supporting Real Estate clients or similar industries preferred but not required
• Understanding of Real Estate–related risk exposures and insurance programs is a plus

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

Analytical & Presentation Skills:

• Ability to analyze and interpret data to inform client strategy
• Strong presentation skills, including experience presenting to senior stakeholders

Professional Skills:

• 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

Licensing & Credentials:

• Must maintain an active Property & Casualty broker license
• Professional designations preferred (e.g., CPCU, ARM, CIC, CRM, AINS)

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

Company Benefits (US locations)

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).

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