At a Glance
- Tasks: Support diverse clients with expert insurance service and build strong relationships.
- Company: Globally recognised broker known for exceptional client service and growth focus.
- Benefits: Collaborative culture, professional development, and opportunities for career advancement.
- Other info: Dynamic role with excellent networking opportunities in a thriving environment.
- Why this job: Join a leading team and make a real impact in the real estate sector.
- Qualifications: Insurance experience and strong communication skills are essential.
The predicted salary is between 40000 - 50000 £ per year.
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.
Real Estate Client Advisor employer: Gravitas Group
Our client is an exceptional employer, renowned for its commitment to a people-first culture and significant investment in employee development. As a Real Estate Client Advisor, you will thrive in a collaborative environment that prioritises long-term growth and client satisfaction, while also benefiting from opportunities for professional advancement within a leading global real estate team based in London.
StudySmarter Expert Advice🤫
We think this is how you could land Real Estate Client Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with people in the real estate and insurance sectors. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Real Estate Client Advisor role. Highlight your insurance experience and relationship-building skills, and don’t forget to share examples of how you’ve added value in previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team. Don’t forget to follow up after applying; a little persistence can go a long way!
We think you need these skills to ace Real Estate Client Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Real Estate Client Advisor. Highlight your insurance experience and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to showcase your passion for real estate and client service. Tell us why you're excited about this opportunity and how your background makes you a perfect fit for our collaborative culture.
Showcase Your Communication Skills:Since this role involves building strong relationships, make sure your application reflects your excellent communication skills. Whether it's in your CV or cover letter, let us see how you connect with others and handle client queries.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it shows you're keen to join our team!
How to prepare for a job interview at Gravitas Group
✨Know Your Stuff
Make sure you brush up on your knowledge of property risks and casualty covers. The interviewer will likely ask you about specific scenarios or challenges in the real estate sector, so being well-versed in these topics will show that you're serious about the role.
✨Showcase Your Communication Skills
As a Real Estate Client Advisor, you'll need to build strong relationships with clients and partners. During the interview, practice clear and confident communication. You might even want to prepare a few examples of how you've successfully managed client relationships in the past.
✨Demonstrate Your Ambition
This role is all about growth and development, so don’t shy away from expressing your ambition. Share your career goals and how you see yourself progressing within the company. This will resonate well with their people-first culture.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company's approach to client service and how they support their employees' growth. This shows that you're genuinely interested in the role and the company’s values.
