Real Estate Services Advisor

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Job description

Our Real Estate Services team is looking for an Advisor! This role can be located in most of our offices, and can potentially be remote.

What can you expect?

• Provide industry expertise during the renewal process and new business
• opportunities (RFPs), respond to general insurance inquiries, review contracts, provide CAT profile and occupancy reporting, etc.
• Process standardization and addition of expertise and experience to client teams that are not used to or staffed for these complex and consistent service requirements
• Allocation and change schedule ownership is valued by the client; enhancement of their undocumented allocation methodology is often a significant improvement over previous attempts

What is in it for you?

• A company with a strong brand and strong results to match
• Culture of internal mobility, collaboration and valued partnership with HR from the business.
• Employee Resource Groups which provide access to leaders, relevant volunteer and mentoring opportunities and interactions with counterparts in industry groups and client organizations.
• Competitive pay (salary and performance bonus potential) and full benefits package - starting day one (medical, dental, vision, STI/LTI, life insurance, generous 401k match AND contribution).
• Flexible work opportunities for work/life balance
• Tuition Reimbursement plan per year and participation in our Employee Stock Purchase Plan

We will count on you to:

• Provide premium quotes, manage the evidence of insurance issuance to clients, property managers, lenders, etc., maintain real-time Statement Of Values, advise on add/delete impact in regards to portfolio shifts in CAT or occupancy, adjust portfolio changes with insurance carriers on a quarterly basis or as otherwise directed by the client.
• E/mailing invoices, tracking payment, reporting status to client, issuing premium-paid statements, paying carriers, monitoring escrow account balance and disclosing to client, etc.
• Complete premium allocations with the client's input and approval, coordinating the process with the risk practices.

What you need to have:

• College degree preferred but not required if more than 5 years' experience in the insurance industry.
• Knowledge of Property and/or Casualty insurance
• Prior experience facing off to external clients
• Advanced proficiency with Microsoft office products, especially Excel which is a must

What makes you stand out:

• 5-7 years of insurance industry experience preferred
• Strong aptitude for managing projects and ability to prioritize
• P&C Producer License preferred

Marsh & McLennan Companies offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. For more information, please visit us at: