Account Handler - Real Estate - Finchley

Lockton Companies; United Kingdom; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading global insurance firm seeks a Client Advisor for its Real Estate Team in Finchley, North London. The role involves supporting a mixed portfolio of property clients, managing insurance needs, and providing excellent service to ensure client retention and growth. Ideal candidates will have real estate account handling experience, excellent communication skills, and a drive to learn.

Qualifications

• Essential insurance experience in a Real Estate Account Handler role.
• Strong technical knowledge of property risks and associated casualty lines.
• Excellent communication skills and ability to attend external client meetings.

Responsibilities

• Provide day-to-day servicing of a client’s insurance programme.
• Obtain quotations for new and renewal business.
• Manage credit control processes and track premium payments.

Skills

Insurance experience

Technical knowledge of property risks

Excellent communication skills

Ability to manage client queries

Energy and appetite to learn

Job description

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Client:

Location:

United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

270e5268fd6d

Job Views:

4

Posted:

07.07.2025

Expiry Date:

21.08.2025

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Job Description:

We are now hiring for a Client Advisor to join our Real Estate Team in Finchley, North London.

Our specialist and dedicated Global Real Estate Team is one of the largest and most established in the London Market.

As a real estate client adviser, you will be responsible for providing day-to-day service delivery to a mixed portfolio of UK and European property owner and real estate clients. You will act as a client advocate serving as a key contact within the account team working with an allocation of clients from varying sizes from commercial to large corporate accounts.

Responsibilities will include

• Providing day to day servicing of a client’s insurance programme to support retention and development of the business
• Obtaining quotations both for new and renewal business
• Research, prepare and present renewal reports to Account Executives
• Effectively manage the credit control processes, actively track premium payments and pursue uncollected premium, promptly escalate
• Preparing market presentations
• Diligently checking policy documentation
• Effectively responding and managing queries, to the satisfaction of the client and the market, including but not limited to changes in cover and risk
• Identifying the risk exposures and advise on insurance and risk management solutions in consultation with Account Executives
• Providing management information as requested.

About you

• It is essential that candidates have insurance experience preferably in a Real Estate Account Handler role.
• Candidates should have strong technical knowledge of not only property risks but also experience of associated casualty lines of business.
• You will pose excellent communications skills and the ability to attend external client meetings when required.
• We are looking for someone that has the energy and appetite to learn and who can develop and progress within our business