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Client advisor

Norwich
Marsh Risk
Client advisor
Posted: 16 February
Offer description

We are seeking a talented individual to join our Real Estate speciality at Marsh. This role will be based in Norwich. This is a hybrid role that has a requirement of working at least three days a week in the office.

What can you expect?

Fantastic opportunity to join a leading, global Broker within their Real Estate speciality as a Client Advisor either as your entry point to the industry, or to embark on the next step within your career.
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.

We will rely on you to:

Take ownership of pre-renewal administration including setup of internal systems and ensuring adherence with FCA and other regulatory requirements.
Assist in the creation of Pre-Renewal Internal Strategy Meeting documents and take relevant action points from the meeting itself.
Participate in renewal data collection exercises with clients in readiness for presenting to external stakeholders.
Contributes to the creation of the market presentation and displaying current portfolio values/sums insured accurately.
Request Claims Reports from TPA's, Loss Adjusters and liaise with our internal claims team where required.
Own the client onboarding process for new clients and expansion to existing clients.
Assist in the preparation of client renewal reports
Prepare and issue renewal documentation including the creation of invoices, evidence of cover documentation and renewal policy documentation in line with internal targets and client expectations.
Assist our fiduciary teams with premium collection and the resolution of complex accounts and administration queries.
Become comfortable with complex premium calculations following relevant training and guidance.
Be actively involved in mid-term adjustment activity, ensuring client data sets are kept up to date at all times.

What you need to have:

We will provide coaching and training to make a successful career 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;

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
Good standard of education

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
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 Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit, or follow us on LinkedIn and X.

Marsh 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

Marsh 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 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.

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