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For Companies At a Glance
- Tasks: Manage client accounts and deliver exceptional service in the real estate sector.
- Company: Join a leading global real estate team in London with a strong market presence.
- Benefits: Competitive salary, career growth opportunities, and a dynamic work environment.
- Why this job: Be a key player in a thriving team and make a real impact on client relationships.
- Qualifications: Insurance experience in real estate and strong communication skills are essential.
- Other info: Opportunity to expand your network and knowledge in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Due to continued successful growth, we are now hiring for a Real Estate Account Handler to join our Global Real Estate team in London. The specialist and dedicated Global Real Estate Team is one of the largest and most established in the London Market.
Your Responsibilities
- Provide day‑to‑day servicing of a client’s insurance programme to support retention and development of the business.
- Obtain quotations for new and renewal business.
- Research, prepare and present renewal reports to Account Executives.
- Effectively manage the credit control processes, actively track premium payments and pursue uncollected premium, promptly escalating issues.
- Prepare market presentations.
- Diligently check policy documentation.
- Effectively respond to and manage queries, and to the satisfaction of the client and the market, including but not limited to changes in cover and risk.
- Respond promptly to account queries.
- Identify risk exposures and advise on insurance and risk management solutions in consultation with Account Executives.
- Provide management information as requested.
- Manage and coordinate global insurance programmes and liaise with the network worldwide as necessary.
- Build and nurture close, long‑lasting relationships by developing a constantly expanding network of client contacts.
- Serve clients as an advocate for their needs, ensuring delivery of exceptional service through close and regular interaction.
- Seek to identify methods of enhancing services and adding greater value to clients and maintain a robust approach, delivering a service plan and annual timetable of visits aligned to their needs.
- Provide feedback for insurer review meetings and actively contribute to the development of relationships.
- Cultivate a positive and wide‑ranging network of relationships with insurers, lawyers and loss adjusters.
- Expand awareness and breadth of knowledge of non‑real estate covers and the associated market activity, e.g. financial lines.
Qualifications Candidate Profile
- It is essential that candidates have insurance experience in a Real Estate Account Handler role.
- Candidates should have strong technical knowledge of not only property risks but also experience of associated casualty lines of business.
- You will possess excellent communication skills and the ability to attend external client meetings when required.
- We are looking for someone that has the energy and appetite to learn and proven can develop and progress within our business.
Client Advisor (Account Handler) employer: Lockton
Contact Detail:
Lockton Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor (Account Handler)
✨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 to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their portfolio and recent projects. This will not only impress your interviewers but also help you tailor your responses to show how you can add value as a Client Advisor.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role of a Real Estate Account Handler. Highlight your technical knowledge and communication skills, and don’t forget to share examples of how you’ve successfully managed client relationships in the past.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged. So, take that step and submit your application today!
We think you need these skills to ace Client Advisor (Account Handler)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Advisor role. Highlight your insurance experience, especially in real estate, and showcase any relevant skills that match the job description. We want to see how you can bring value to our Global Real Estate team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a perfect fit. Don’t forget to mention your communication skills and your ability to build relationships, as these are key for this position.
Showcase Your Technical Knowledge: Since the role requires strong technical knowledge of property risks and casualty lines, make sure to include specific examples of your expertise in these areas. We love seeing candidates who can demonstrate their understanding of the industry and how they can apply it to our clients' needs.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we’re excited to see what you bring to the table!
How to prepare for a job interview at Lockton
✨Know Your Stuff
Make sure you brush up on your knowledge of real estate insurance and the specific risks involved. Familiarise yourself with common property and casualty lines of business, as well as any recent market trends. This will show that you're not just interested in the role but also understand the industry.
✨Showcase Your Communication Skills
As a Client Advisor, you'll need to communicate effectively with clients and colleagues alike. Practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've successfully managed client relationships or resolved queries in the past.
✨Prepare for Scenario Questions
Expect to be asked how you would handle specific situations, such as managing a difficult client or dealing with a missed premium payment. Think through potential scenarios and how you would approach them, demonstrating your problem-solving skills and client advocacy.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, the company’s approach to client service, or how they measure success in the role. This shows your genuine interest and helps you gauge if the company is the right fit for you.
