Trainee Insurance Advisor

4 weeks ago


Leeds, United Kingdom Marsh Full time

**The company: Marsh Commercial**

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.

This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels or equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance.

Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification.

**The role: Associate Client Advisor / Trainee Insurance Advisor**
- We recruit for potential and not industry experience, we are seeking individuals who aspire to be leading contributors to our business and who can embrace the opportunity to complete our apprenticeship funded training programme and attain chartered insurance qualifications
- This is a superb opportunity to launch an insurance career within a sustainable and exciting industry that provides aspirational individuals the platform for a long term insurance career
- As a Associate Client Advisor in one of our energetic customer focussed teams, and once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients, this can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented

**What can you expect?**
- Our Enterprise businesses operate from modern, fit for future offices with easy access via car or public transport routes
- This is a permanent, full time role
- You will commence your employment on our 18 month apprenticeship programme, on completion of this you will become a Client Advisor
- Potential future progression within the company, developing your role with continued support for advanced industry professional qualifications
- An unrivalled accelerated foundation to your career with a global leader in insurance broking and risk management

**What you will be rewarded with?**
- 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

**We will rely on you to**:

- Provide excellent client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards
- Utilise insurance broking systems on a daily basis
- Manage a portfolio of clients, understanding their needs and provide suitable products and solutions to mitigate their risk
- Ensure timely completion of all set tasks ensuring client satisfaction at all times
- Demonstrate your adaptability skills when required in order to support colleagues in completing business critical tasks
- Develop meaningful working relationships with our insurer partners through regular contact and liaison to better serve our clients
- Through training, coaching and mentoring have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments

**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
- Excellent customer service skills
- Right to Work in the UK or Republic of Ireland (no visa sponsorship provided)
- Minimum 5 GCSE’s at Grades 9 - 4 (including English & Maths)

**What makes you stand out**:

- Have completed A-Levels (or equivalent)
- University degree educated
- Team player with a willingness to share ideas, knowledge and experiences
- Demonstrate enthusiasm and pride in maintaining a high standard of work
- Keen interest to work in a diverse and collaborative environment
- Good attention to detail
- Ability to multitask and prioritise responsibilities
- Ability to work independently

**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



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