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Insurance Career Launchpad: Client Advisor

2 months ago


Cardiff, Cardiff, United Kingdom GB001 Marsh Ltd Full time
About the Role

We are seeking a highly motivated and organized Client Advisor to join our team at GB001 Marsh Ltd. As a Client Advisor, you will be responsible for servicing a book of clients, processing new quotes, mid-term adjustments, invoicing, and aspects of finance work. You will also handle additional queries presented via the telephone.

Key Responsibilities
  • Provide exceptional client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards.
  • Ensure timely completion of all set tasks, ensuring client satisfaction at all times.
  • Demonstrate adaptability skills when required to support colleagues in completing business-critical tasks.
  • Develop meaningful working relationships with our insurer and business partners through regular contact and liaison to better serve our clients.
  • Through training, coaching, and mentoring, have a thorough understanding of all schemes that we offer our clients and keep abreast of new technical and product developments.
Requirements
  • Previous experience within a client/customer-facing role, gained from within a similar role or working in environments such as retail, hospitality, food & beverage, etc.
  • Strong literacy, numeracy, administration, and communication skills, demonstrated via qualifications/grades gained during education.
  • Ability to remain calm under pressure and work flexibly when required.
  • Excellent organizational skills, with the ability to manage multiple enquiries simultaneously.
  • Experience utilizing the Microsoft Office suite and similar products.
About Us

GB001 Marsh Ltd is a leading insurance broker and risk advisor, serving commercial and individual clients with data-driven risk solutions and advisory services. We are committed to embracing a diverse, inclusive, and flexible work environment, aiming to attract and retain the best people and embracing 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.