Senior Real Estate Risk & Client Strategy Lead

WTW; Miami (FL); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health benefits

Paid time off

Retirement plan

Job summary

WTW is seeking a Senior Client Advocate to lead strategic relationship management for Real Estate clients, delivering tailored risk management, insurance solutions, and renewal strategies. You will coordinate resources, mentor colleagues, and drive profitability while maintaining exceptional client service.

The role requires extensive P&C experience, strong negotiation and leadership skills, and travel as needed to service a diverse real estate portfolio.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Commercial Property & Casualty

Client-facing

Relationship management

Real Estate sector knowledge

Negotiation

Analytical skills

Communication skills

Leadership

Project management

Mentoring

Education

P&C Insurance License

Tools

MS Word

PowerPoint

Excel

Job description

WTW is seeking a Senior Client Advocate to lead strategic relationship management for Real Estate clients, delivering tailored risk management, insurance solutions, and renewal strategies. You will coordinate resources, mentor colleagues, and drive profitability while maintaining exceptional client service.

The role requires extensive P&C experience, strong negotiation and leadership skills, and travel as needed to service a diverse real estate portfolio.