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Client Advisor

4 months ago


Haywards Heath, United Kingdom Marsh Full time

**Client Advisor/Administrator (Surety) - Marsh - Haywards Heath**

**We currently have a fantastic opportunity to join our Surety team based in Haywards Heath as a Client Advisor.**

**The company: Marsh**
- Marsh is the world’s leading insurance broker and risk adviser.
- With over 35,000 colleagues operating in more than 130 countries, Marsh serves commercial and individual clients with data driven risk solutions and advisory services.

**The role: Client Advisor - Surety**
- Surety bonds are guarantees issued by an insurance company on behalf of a firm in favour of a beneficiary. They are used to guarantee completion of a project or the supply of a good or service.

**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.
- 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 count on you to**:

- Review bonds wordings and provide clear verbal and written guidance to clients regarding the suitability of the bond wording submitted.
- Draft bond wordings and arrange for bonds to be executed by Surety and delivered to the client.
- Data entry into bespoke Surety database and Marsh accounting system to produce client invoices
- Maintain, retrieve and update information held in both Surety database and Marsh accounting system.
- Scan documents into Marsh document management system
- Sort accounting queries by liaising with team members, insurers and Marsh accounts department
- Review outstanding client payments and where appropriate chase for payment.
- Process new and additional premium invoices.
- Obtain and review cancellation documentation from clients and process with relevant Surety
- Production of monthly client reports in Excel.
- Collate information and assist the relevant Client Executive in preparing underwriting submissions, client reports and presentations;
- Ensure Bond facility records are kept up to date on the Surety database;
- Organise client and underwriting meetings as requested;
- Assist with general correspondence and administrative support including filing and file management
- Undertake specified tasks as directed by management adhering to agreed timescales.

**What you need to have**:

- Strong communication skills including typing, writing, grammar, punctuation, and oral communication, speaking clearly and correctly on the telephone
- Strong administrative and organisational skills
- Outstanding written and verbal communication with an ability to build and sustain relationships with clients at a senior level
- Ability to prioritise workload
- Proficient in MS Office/Outlook with Excel and Powerpoint at an intermediate/advanced level
- Strong interpersonal skills with ability to work as part of a team and within a collaborative environment
- Work well under pressure with strong time management skills
- Exceptional attention to detail ensuring quality and delivery in line with deadlines;
- Capable of acting as first point of reference/ contact for enquiries
- Proven administrative experience in a professional services environment
- Strong numerical, analytical and problem-solving skills
- Excellent organisational skills with ability to manage multiple tasks simultaneously
- Self-motivated, eager to learn and to keep up to date with industry trends and market conditions
- Professional, confidential and discreet

**What makes you stand out**:

- Previous experience working within a similar role/knowledge of Surety Bonds

**About Marsh**:
Marsh and McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex/gender, marital or parental status, ethnic origin, nationality, age, background, disability, sexual orientation, and gender identity.

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Reference ID: R_194720