Trainee Client Advisor - Property/Real Estate

Marsh & McLennan Companies; Norwich; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A leading global broker is seeking an Associate Client Advisor in Norwich. This entry-level position focuses on client relationship management within the real estate sector, offering the opportunity to work with various asset types. Candidates should have strong communication skills, previous experience in client-facing roles, and a minimum of 5 GCSEs including English and Maths. The role includes assisting in preparation of client renewal reports and managing premium billing. Hybrid work flexibility is provided.

Benefits

Professional development opportunities

Inclusive culture

Flexible work environment

Qualifications

• Previous experience in a client/customer facing role.
• Ability to manage workload and prioritize.
• Strong competency in Microsoft Office.

Responsibilities

• Assist in renewal strategy activities.
• Prepare and issue renewal documentation.
• Manage premium billing and collection.

Skills

Client relationship management

Strong communication skills

Microsoft Office applications

Attention to detail

Education

5 GCSE’s at Grades 9 – 4 (including English & Maths)

Job description

Overview

Associate Client Advisor (Property / Real Estate)

Fantastic entry level opportunity to join a leading, global Broker in our Real Estate speciality as a Client Advisor. 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 FTSE250 companies, banks, pension funds, investment managers, asset managers and across a large spectrum of asset types such as residential, offices, warehousing and retail ensures a big variety in the day to day role of being a Client Advisor. Further information surrounding the Real Estate practice can be found here: marsh.com/uk/industries/real-estate.html

We will rely 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 TPA’s & Loss Adjusters
• Assist in the creation of market presentations and renewal documents ensuring renewal strategy is reflected
• Own the client onboarding process for new clients and expansion to existing clients.
• Assist in the preparation of client renewal reports
• Manage premium billing, collection and settlement.
• 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

We will provide coaching and training to make a successful careers in the insurance and broking industry. The role requires you to be personable and able to maintain relationships both internally and externally of Marsh. Most of all, the role will require you to immerse yourself in the environment in which our clients operate. You will also need;

• Previous experience within a client/customer facing role, this can be gained from within a similar role or working in environments such as (but not limited to) retail, hospitality, food & beverage etc
• 5 GCSE’s at Grades 9 – 4 (including English & Maths)
• 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.
• Strong communication and 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

• Self-motivated and driven to succeed
• Being able to evidence attention to detail
• Eagerness to learn and develop your skillset
• Interest in the real estate/property insurance sectors
• Previous internship or work experience in a corporate environment desirable
• Awareness of the insurance industry, different sectors and the role that Marsh performs within it

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, 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.