Real Estate Client Advisor
Our client, a globally recognized broker with an exceptional reputation for client service, technical expertise, and a strong focus on long-term growth, is seeking a dedicated Real Estate Client Advisor to join their well-established team. The company values a collaborative, people-first culture and invests significantly in its people and platform. This role offers an opportunity to support a diverse portfolio of UK and international clients, working within a leading global real estate team committed to excellence.
Role Overview:
The Real Estate Client Advisor is responsible for providing expert service delivery to a varied portfolio of UK property owners and real estate clients. The role involves acting as a key client contact, managing day-to-day insurance needs, and building strong relationships across long-term accounts. The position plays a crucial part in maintaining high client satisfaction and supporting business retention and growth.
Key Skills & Experience:
• Insurance experience within an Account Handling role, preferably in Real Estate
• Strong technical understanding of property risks and casualty covers
• Excellent communication and relationship-building skills
• Ambition and energy with a genuine appetite to learn and progress within a successful business
Key Responsibilities:
• Managing daily servicing of clients' insurance programs to support retention and growth
• Obtaining quotations for new and renewal business, preparing renewal reports, and presenting findings to Account Executives
• Supporting renewal strategies and market presentations
• Managing policy documentation, mid-term adjustments, and client/market queries
• Handling credit control processes, tracking premiums, and pursuing uncollected payments
• Responding promptly to queries, advising on risk exposures, and offering insurance solutions
• Building and nurturing relationships with clients, insurers, loss adjusters, and legal partners
• Identifying opportunities to enhance service delivery and add value for clients
• Contributing to insurer review meetings and developing a broad market network
Requirements:
• Previous insurance experience in an Account Handling role, ideally within Real Estate or commercial lines
• Strong technical knowledge of property risks and casualty insurance
• Ability to attend external client meetings as required
• Right to work in the UK and based on-site in London (Central or North)
• Good communication skills and a proactive approach
Candidates with experience in related sectors are encouraged to apply. If you are motivated, eager to develop professionally, and ready to contribute to a leading global broker, we invite you to submit your application for this role.
