Real Estate Client Advisor

Marsh; Bournemouth; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading company in risk advisory seeks a Real Estate Client Advisor in Bournemouth. This role involves supporting Client Executives and managing your own client book, offering dynamic engagement with FTSE250 companies. Suitable candidates will possess strong interpersonal skills and experience in property insurance, and will enjoy a hybrid working model.

Benefits

Professional development opportunities

Supportive leadership

Vibrant inclusive culture

Qualifications

• Experience in property insurance is desirable.
• Ability to manage workload and understand client needs.
• Familiarity with FCA regulations.

Responsibilities

• Manage renewal strategy activities with Client Executives.
• Handle day-to-day client insurance queries.
• Create market presentations and renewal documents.

Skills

Strong interpersonal skills

Competency in Microsoft Office applications

Time management

Client relationship management

Education

Completion of Cert CII

Job description

Marsh Bournemouth, England, United Kingdom

Join or sign in to find your next job

Join to apply for the Real Estate Client Advisor role at Marsh

Marsh Bournemouth, England, United Kingdom

2 days ago Be among the first 25 applicants

Join to apply for the Real Estate Client Advisor role at Marsh

We are seeking a talented individual to join our Residential Real Estate team here at Marsh. This role will be based in Bournemouth on a hybrid basis, with a requirement of working at least three days a week in the office.

The role: Real Estate Client Advisor

You will support a team of Client Executives and manage your own book of clients. This role offers a dynamic environment where you will work with a diverse range of clients, including FTSE250 companies and investment managers.

We will count on you to:

• Manage renewal strategy activities in conjunction with the Client Executive.
• Undertake service work related to upcoming renewals and prepare claims reports.
• Create market presentations and renewal documents, ensuring alignment with renewal strategies.
• Act as the primary point of contact for day-to-day client insurance queries and assist in resolving client issues.
• Participate in new business initiatives and attend client and insurer meetings as required.
  
  

What you need to have:

• Strong interpersonal skills to maintain relationships internally and externally.
• Competency in Microsoft Office applications, particularly Excel, and adaptability to Marsh business systems.
• Ability to manage your own workload and an awareness of clients' business and insurance needs.
• Commitment to adhering to FCA, Marsh Compliance, and specific procedures and guidelines.
  
  

What makes you stand out:

• Prior experience in property insurance (personal lines, private clients, commercial, etc.) is highly desirable.
• Completion of Cert CII is a plus, but not essential.
• A proactive approach to delivering best practice and market-leading service solutions.
  
  

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.
  
  

#Hybrid

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of 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 McLennan 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 McLennan 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.

R_311906

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting, Information Technology, and Sales

• Industries

  Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Marsh by 2x

Sign in to set job alerts for “Client Advisor” roles.

Southampton, England, United Kingdom 1 day ago

Southampton, England, United Kingdom 3 weeks ago

AML Specialist - EDD / High Risk Accounts - Hybrid / Not Remote - Banking / FinTech Company

Southampton, England, United Kingdom 1 day ago

Poole, England, United Kingdom 2 weeks ago

Bournemouth, England, United Kingdom 1 day ago

Poole, England, United Kingdom 4 days ago

Bournemouth, England, United Kingdom 4 months ago

Quilter Academy - Full Time programme - Southampton

Southampton, England, United Kingdom 3 weeks ago

Bournemouth, England, United Kingdom 1 week ago

Bournemouth, England, United Kingdom 1 week ago

Poole, England, United Kingdom 3 weeks ago

Sales Advisor Full Time (35 hours per week)

Broadstone, England, United Kingdom 1 week ago

Bournemouth, England, United Kingdom 1 day ago

Newtown, England, United Kingdom 1 week ago

Southampton, England, United Kingdom 3 months ago

Southampton, England, United Kingdom 1 day ago

Dorchester, England, United Kingdom 2 days ago

Southampton, England, United Kingdom 4 months ago

Private Client Tax Compliance Manager (Remote/ Hybrid)

Southampton, England, United Kingdom 1 week ago

Private Client Tax Compliance Manager (Remote or Hybrid)

Southampton, England, United Kingdom 1 week ago

Southampton, England, United Kingdom £26,000.00-£35,000.00 13 hours ago

Southampton, England, United Kingdom 2 weeks ago

Private Client Tax Compliance Manager (Remote/ Hybrid)

Southampton, England, United Kingdom 1 week ago

Sales Advisor Full Time (35 hours per week)

Southampton, England, United Kingdom 1 week ago

Alderholt, England, United Kingdom 5 days ago

Dorchester, England, United Kingdom 1 day ago

Salisbury, England, United Kingdom 1 week ago

Salisbury, England, United Kingdom 3 weeks ago

Southampton, England, United Kingdom 1 day ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.