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Client Advisor

2 months ago


Leeds, Leeds, United Kingdom GB001 Marsh Ltd Full time

About GB001 Marsh Ltd

GB001 Marsh Ltd is a leading insurance broker and risk advisor, serving commercial and individual clients with data-driven risk solutions and advisory services.

Job Summary

We are seeking a highly organized and detail-oriented Client Advisor to join our successful team in the Credit Specialities market. As a Client Advisor, you will be responsible for assisting the Client Executive team with the daily servicing of our clients and with the renewal process.

Key Responsibilities

  • Manage credit limit requirements for our clients via various insurer online portals and communicate directly with insurers.
  • Provide clients with support and guidance to ensure they adhere to their policy terms and conditions.
  • Administer action logs, ensuring tasks are completed in a timely fashion and monitored to their completion.
  • Prepare pre-renewal submission data.
  • Support Client Executives in client meetings, produce meeting minutes, and manage resulting action points.
  • Build relationships across Marsh and with external stakeholders.
  • Adhere to business processes, systems, and procedures at all times.

Requirements

  • Excellent organizational skills and attention to detail.
  • Proficiency in Microsoft Office Applications.
  • Strong written and verbal communication skills.
  • Ability to build, manage, and develop relationships.

Preferred Qualifications

  • Experience within niche markets.
  • Previous Broking/Insurance experience.

About Us

GB001 Marsh Ltd 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.