Client Advisor

1 week ago

Bristol, Bristol, United Kingdom Marsh & McLennan Companies Full time

Client Advisor/Account Handler - Bristol

The company:
Marsh Commercial


We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.


The role:
Account Handler/Client Advisor


Working within a specialist Professional Indemnity team, to provide market leading customer service to each of the clients for which the Client Advisor has responsibility whilst continuing to maximise client retention, enhance the revenue stream from the existing client base and undertaking an active sales role in generating new business through cross sale and referral.

This role is office based but will offer flexible working options after the initial 12 weeks.

What can you expect?

  • An opportunity to join an established and client focused broking team
  • To work on a variety of complex commercial insurance policies
  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment
  • To build and maintain an excellent rapport with our clients, providers and colleagues across the Group

What's in it for you?

  • Competitive Benefits Package including: 27 days annual leave, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  • Generous Family Leave including: 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options. To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive 100% of your normal salary.
  • You will get indepth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners.

We will rely on you to:

  • Help prepare, and implement business plans and goals.
  • Work on building long term relationships with key client decision makers and stay abreast of key changes within the client's organisation.
  • Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
  • Recognise and document revenue generation, growth and other opportunities by actively developing additional business from existing portfolio and other sources.
  • Ensure timely completion of renewals and midterm adjustments
  • Identify and document successful account retention and defence strategies to ensure business is retained.
  • Where appropriate provide support to the client &/or claims teams in dealing with client claims.
  • Develop meaningful working relationships with insurers through regular contact and liaison to better serve clients.
  • Possesses a thorough understanding of all major classes of insurance which the Company offers to its clients and keep abreast of all new technical and product developments to better advise professional colleagues and clients

What you need to have:

  • Previous experience within an Insurance role is ideal however other customer/client facing experience may be considered as training is provided.
  • Proven client management expertise
  • Ability to remain calm under pressure and be able to work flexibly when required
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously
  • Fully Competent in Microsoft Office Products
  • Strong literacy, numeracy, administration and organisational skills
  • Good written and oral communication skills

What makes you stand out:

  • Commercial Insurance experience
  • Cert CII qualification is a bonus
  • Broker System experience (ideally Acturis)

How to Apply:

About us


We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

We help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk.

Our deep knowledge of both the industry sectors and communities we serve, combined with the time we take to fully understand and meet a client's needs, is what sets us apart.


We're also part of Marsh and McLennan Companies (MMC) - a global network of experts in risk, strategy and people.

For over 140 years, Marsh & McLennan Companies (MMC) has supported enterprise, helping clients realise, survive and grow in changing times.


We leverage the scale, expertise and access to the broad range of products and services provided by the wider Marsh & McLennan Companies for the benefit of our clients - whilst retaining the flair, flexibility and personal service that our clients have come to expect.

Marsh & McLennan

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