Trainee Insurance Client Manager

2 weeks ago


Edinburgh, Edinburgh, United Kingdom Marsh & McLennan Companies Full time

Company: Marsh Commercial

Description:

Marsh Commercial, the leading insurance broker in the UK, is seeking a Trainee Insurance Client Manager to support our Private Clients team. This is an exciting opportunity to kickstart your career in insurance with a company that values diversity and client satisfaction. This role will be based in either Edinburgh or Glasgow. This is a hybrid working role that has a requirement of at least three days per week in the office.

The role: Trainee Client Manager

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 fully funded training programme and attain chartered insurance qualifications.

This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.

We will count on you to:

  • Handle both new and existing customer enquiries on behalf of the Account Executives.
  • Manage administrative processes for new business, mid-term adjustments, and renewals.
  • Ensure prompt and efficient handling of client requests in compliance with regulatory guidelines.
  • Build relationships with insurers to secure the best terms and pricing for clients.
  • Maintain accurate records and documentation of all client interactions and policy details.

What you need to have:

  • Previous experience in a client/customer-facing role (e.g., retail, hospitality, food & beverage).
  • Strong literacy, numeracy, administration, and communication skills.
  • Ability to remain calm under pressure and adapt to changing priorities.
  • Excellent organizational skills with the capability to manage multiple enquiries simultaneously.
  • Proficiency in Microsoft Office Suite and similar software.

What makes you stand out:

  • A desire for a long-term career in the insurance industry.
  • A passion for learning and pursuing further insurance-related qualifications.
  • Prior insurance experience (not essential but a plus).

Why join our team:

  • We help you be your best through professional development opportunities, interesting work and supportive leaders.
  • We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
  • Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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