Client Advisor – Property / Real Estate

Marsh Agency; Norwich; Hybrid; GBP 32.000 - 52.000; Vollzeit

Zusammenfassung

Marsh Agency in Norwich seeks a talented individual to join our Real Estate practice team. This hybrid role requires working in the office at least three days per week. You will support renewal strategy, data collection, invoicing, and client reporting across UK and Europe.

The role offers exposure to banks, pension funds and asset managers, with a focus on delivering market-leading service and client solutions within a collaborative Marsh environment.

Qualifikationen

• Ability to manage workload and prioritise across timescales.
• Develop an awareness of the Client’s business, insurance programmes and service plans.
• Competency in Microsoft Office applications and adaptability to Marsh systems.
• People skills to liaise across Marsh divisions to provide Client service solutions.
• Adhere to FCA, Marsh Compliance and Marsh procedures and guidelines.
• Strive to deliver best practice, market-leading service and solutions.

Aufgaben

• Participate in renewal strategy activities with the Client Executive and Senior Client Advisors.
• Assist in renewal data collection and present information to underwriters.
• Request Claims Reports from the Claims Executive or Third Party Adjuster.
• Create market presentations and renewal documents reflecting renewal strategy.
• Prepare client renewal reports and renewals documentation (invoices, evidence of cover).
• Manage premium billing, collection and settlement per internal credit metrics.
• Resolve complex accounts and administration queries as directed by senior staff.
• Assist in preparing reports on specific projects as directed by senior colleagues.

Kenntnisse

Workload management

Client awareness

MS Office

Client service

FCA compliance

Best practice

Jobbeschreibung

We are seeking a talented individual to join our Real Estate practice team, part of our business at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office.

The Real Estate practice provides commercial real estate advice and broking solutions to property owners and investors predominantly in the UK and Europe. Working with a wide array of clients including banks, pension funds, investment managers, asset managers and across a large spectrum of asset types such as residential, offices, warehousing and retail.

We Will Count On You To

• Help participate in renewal strategy activities in conjunction with the Client Executive and Senior Client Advisors.
• Participate in renewal data collection exercises with clients and help present information to underwriters.
• Request Claims Reports from the Claims Executive or Third Party Adjuster.
• Assist in the creation of market presentations and renewal documents ensuring renewal strategy is reflected.
• Preparation of client renewal reports.
• Manage premium billing, collection, settlement in accordance with internal credit control metrics.
• Prepare and issue renewal documentation including the creation of invoices, evidence of cover documentation and renewal policy documentation.
• Control the resolution of complex accounts and administration queries.
• Help prepare reports on specific projects as directed by senior colleagues.

What You Need To Have

• The ability to manage your workload and prioritise accordingly to different timescales.
• Ability to develop an awareness of the Client’s business, business issues, insurance programmes and service plans.
• Competency in Microsoft Office applications and adaptability to become competent in all relevant Marsh business systems.
• People skills to liaise with the various divisions within Marsh to provide Client service solutions.
• To work within FCA, Marsh Compliance and Marsh specific procedures and guidelines.
• To strive to deliver best practice, market leading service and solutions.

What makes you stand out?

• Progression in CII studies.
• Experience in the insurance industry.
• Experience in dealing with property insurance.
• Self-motivated and driven to succeed.

Why Join Our Team

• We help you be your best through professional development opportunities, interesting work and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [e-mail].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.