Client Advisor

7 days ago


Bristol, United Kingdom Marsh McLennan Full time

Company:Marsh CommercialDescription:We are seeking a talented individual to join our team at Marsh Commercial. This role will be based in the Bristol office. This is a hybrid role that has a requirement of working at least three days a week in the office.The role: Client Advisor (Account Handler) This position would suit an experienced Account Handler/Client Advisor with a background in Commercial or Corporate insurance having worked in a Handler/Broker type role previously looking to join an established market leading insurance broker.You will be responsible for maintaining your own book of business and handling the day-to-day activities including renewals mid-term adjustments and handling any client queries as well as attending client visits alongside the Client Executives.We will rely on you to:Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to riskWork on all aspects of account management and service delivery to clients ensuring client needs are identified and met in line with agreed service standards.Manage all day-to-day queries renewals amendments and mid-term adjustments for a number of our larger accountsRequest and review underwriting information on behalf of Commercial clients and understand their requirementsPrepare and submit accurate market presentations and slips in consultation with the Client Executives and the Placement TeamUtilise Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurersCollaborate with Client Executives and Placement Teams to prepare client reports for renewalsProduce and/or request Insurer documentationWhat you need to have: Proven experience of working on the full renewal process of commercial or corporate insurance programsExcellent organisational skills with the ability to manage multiple enquiries simultaneouslyA good awareness of clients business their business issues insurance programmes and service plansWhat makes you stand out:Dynamic with previous client facing experienceThe ability to remain calm under pressure and be able to work flexibly when requiredCert CII qualified and working towards ACII is desirableWhy join our teamWe help you be your best through professional development opportunities interesting work and supportive leaders.We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues clients and communities.Our scale enables us to provide a range of career opportunities as well as benefits and rewards to enhance your well-being.#HybridMarsh a business of Marsh McLennan (NYSE: MMC) is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.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 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.Required Experience:Unclear Seniority Key Skills Accounting Software,Time Management,Accounts Administration,Accounts Receivable,Accounts Reconciliation,Administrative Skill,Leadership skills,Accounting & Finance,Accounts Management,Communication,Analysis Skills,Relationship Management,Team Player Spirit,Budgeting Skills,Accounts Payable Employment Type : Full-Time Experience: years Vacancy: 1


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