Trainee Insurance Advisor

2 days ago


Perth, Perth and Kinross, United Kingdom GB001 Marsh Ltd Full time

About GB001 Marsh Ltd

GB001 Marsh Ltd is a leading commercial insurance broker, serving a diverse community of clients with insurance, risk management, and employee health and benefits advice and solutions.

The Role: Trainee Client Advisor

We have a fantastic opportunity for a Trainee Client Advisor to join our Enterprise team. The successful applicant will manage their own portfolio of clients and be responsible for servicing a range of commercial insurance policies.

Key Responsibilities

  • Manage 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, new business, renewals, amendments, and mid-term adjustments.
  • Build and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
  • Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
  • Maintain a detailed understanding of changing market conditions and comply with all compliance, professional, and transparency standards to better serve clients.

Requirements

  • Previous experience within a client/customer-facing role, this can be gained from within a similar role or working in environments.
  • Strong literacy, numeracy, administration, and communication skills that can be demonstrated via qualifications/grades gained during education.
  • Ability to remain calm under pressure and be able to work flexibly when required.
  • Excellent organizational skills with the ability to manage multiple enquiries simultaneously.
  • Have experience utilizing the Microsoft Office suite and similar products.

What We Offer

  • Competitive benefits package including 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits.
  • Generous family leave including 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave, plus shared parental leave options.


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