Real Estate Client Advisor

Marsh & McLennan Companies; Bournemouth; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading company seeks a talented Real Estate Client Advisor to join their Bournemouth team. This hybrid role involves managing client relationships, preparing renewal documents, and supporting a diverse range of clients. Strong interpersonal skills and property insurance experience are desired for a successful candidate.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Range of career opportunities

Qualifications

• Strong interpersonal skills to maintain internal and external relationships.
• Proficient in Microsoft Office applications, especially Excel.
• Ability to manage workload and understand clients' insurance needs.

Responsibilities

• Manage renewal strategy activities with Client Executive.
• Prepare claims reports and conduct service work for renewals.
• Serve as primary contact for client insurance queries.

Skills

Interpersonal skills

Competency in Microsoft Office

Adaptability to business systems

Education

Cert CII

Job description

Company:Marsh

Description:

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.