Trainee Client Advisor PropertyReal Estate

Marsh McLennan; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading global broker is seeking an Associate Client Advisor in Norwich to join their Real Estate team. This entry-level role involves assisting in client onboarding, preparing reports, and participating in renewal activities. Ideal candidates will possess strong communication skills, previous client-facing experience, and proficiency in Microsoft Office. The company promotes a hybrid working model, balancing onsite collaboration and remote work opportunities, fostering a supportive environment for personal development.

Qualifications

• Previous experience in a client/customer-facing role.
• Ability to manage workload and priorities effectively.
• Competency in Microsoft Office applications.

Responsibilities

• Participate in renewal strategy activities with the Client Executive.
• Assist in client onboarding and renewal process.
• Prepare reports on specific projects as directed.

Skills

Client management

Strong communication

Attention to detail

Technical adaptability

Time management

Education

5 GCSEs at Grades 9-4 including English & Maths

Tools

Microsoft Office

Job description

Company: Marsh

Description: Associate Client Advisor (Property / Real Estate)

What can you expect

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.

Responsibilities

• 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 TPAs & 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.

Qualifications

• 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 GCSEs 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 Clients 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.

EEO Statement

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 …

Hybrid Work

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.

Required Experience

Intern

Key Skills

• EAM
• Economics
• IT Business Analysis
• Information Security
• Android Development

Employment Type: Full-Time

Experience: years

Vacancy: 1