Senior Real Estate Risk & Client Advocate

WTW; Phoenix (AZ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health & Welfare Benefits

Paid Time Off

401k & Pension Plan

Job summary

WTW seeks a Senior Client Advocate to manage a Real Estate client book, developing tailored risk management strategies and serving as a trusted advisor to owners, operators, developers, and investors. You will coordinate WTW resources to deliver integrated insurance and risk solutions, ensuring exceptional client experiences and compliant, profitable outcomes.

You will deliver strategic planning and risk consulting, lead RFPs, and drive renewal strategies while mentoring teammates and

Qualifications

• 10+ years of commercial Property & Casualty insurance experience in a client-facing role.
• Experience serving Real Estate clients, portfolios, or books of business preferred.
• Knowledge of the commercial insurance renewal process from strategy development through placement.
• Ability to identify coverage gaps, analyze program design, and provide ongoing coverage consultation.
• Strong negotiation skills with ability to develop creative solutions and close complex transactions.
• Knowledge of client strategy, risk management solutions, and market trends within Real Estate.
• Excellent verbal and written communication skills, including presentations and facilitation of technical discussions.
• Demonstrated leadership ability, mentoring teammates; serve as SME.

Responsibilities

• Retain and grow an existing Real Estate book of business; strengthen client relationships.
• Identify, engage, and coordinate WTW resources for an exceptional client experience.
• Provide strategic planning and risk management consulting to Real Estate clients.
• Recommend appropriate insurance and risk management solutions throughout the policy lifecycle.
• Ensure Group policy requirements, including legal and regulatory standards, are met.
• Collaborate with Broking and Sales teams to stay informed of market developments.
• Lead the RFP process across line-of-business teams and document ownership.
• Drive annual renewal strategies in partnership with practice and industry groups.
• Maximize account profitability while ensuring client retention and satisfaction.

Skills

Client-facing

Negotiation

Analytical skills

Leadership

Project management

Communication

Tools

Microsoft Word

PowerPoint

Excel

Job description

WTW seeks a Senior Client Advocate to manage a Real Estate client book, developing tailored risk management strategies and serving as a trusted advisor to owners, operators, developers, and investors. You will coordinate WTW resources to deliver integrated insurance and risk solutions, ensuring exceptional client experiences and compliant, profitable outcomes.

You will deliver strategic planning and risk consulting, lead RFPs, and drive renewal strategies while mentoring teammates and