Client Advocate - Real Estate

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