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Trainee Client Manager

4 months ago

Edinburgh, Edinburgh, United Kingdom Marsh Full time

Trainee Insurance Client Manager – Marsh Private Clients – Edinburgh/Glasgow

Marsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world's leading insurance broker

The role: Client Manager/Client handler

We have a fantastic opportunity for an Account Handler to join our brand-new Mid Net Worth team. The successful applicant will support a book of MNW clients, including new business, mid-term adjustments and renewals, servicing the client fully.

You will have the opportunity to be based in one of the following office locations: Glasgow or Edinburgh.

What can you expect:

  • You will work from an office with a team of Client Managers/Client handlers dedicated to client satisfaction.
  • You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners.
  • 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 you will be rewarded with:

  • We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office a minimum of 4 days per week allowing 1 day per week to be spent working on a remote basis.
  • Competitive Benefits Package including: 27 days annual leave, up to 4 days flexible bank holidays, 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.

We will rely on you to:

  • To handle both new and existing customer enquiries on behalf of Mid-Net Worth clients
  • To deal with administrative processes involved in new business, mid-term adjustments and renewals, providing client advice & service.
  • To support clients as part of a team
  • Ensure all requests from clients are dealt with promptly, correctly, and efficiently within Marsh Commercial's regulatory guidelines for compliance.
  • Building relationships with our panel of insurers to ensure the client receive the best terms and price for their policy.
  • To gather all relevant information & documentation from the clients on their policy, levels of cover and pertinent exclusions in relation to the renewal queries being presented.
  • To ensure the production of required documentation and the processing of renewal policies.
  • To ensure a pronounced emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals and cross-selling.
  • Ensure all files are maintained and updated with all document, email and telephone exchanges.

What you need to have:

  • Previous experience within a client/customer facing role, this can be gained from within a similar role or working in environments such as (but not limited to) retail, hospitality, food & beverage etc
  • Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education
  • 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
  • Have experience utilising the Microsoft Office suite and similar products

What makes you stand out:

  • A desire for a long-term career within the insurance industry
  • A thirst for learning and the opportunity to study for further insurance related qualifications
  • Prior insurance experience, although this is not essential

Marsh is the world's leading insurance broker and risk adviser. With more than 45,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services. Marsh is a business of Marsh McLennan (NYSE: MMC), the leading global professional services firm in the areas of risk, strategy and people. With annual revenue of over $20 billion, Marsh McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. For more information, visit , follow us on LinkedIn and Twitter.

Marsh McLennan 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 McLennan 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 McLennan colleagues are expected to be in their local based teams will identify at least one "anchor day" per week on which their full team will be together in person. 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.