Trainee Client Advisor

2 weeks ago


Oban, United Kingdom Marsh Full time

**Marsh Commercial - Enterprise**

Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world’s leading insurance broker

**The role: Trainee Client Advisor**

We have a fantastic opportunity for a Client Advisor to join our Enterprise team in either **Aberdeen, Perth, Oban, Glasgow, or Dundee**. The successful applicant will manage their own portfolio of clients and be responsible for servicing a range of commercial insurance policies.

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.

As a Client Advisor, once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients, this can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.

**What can you expect**:

- An opportunity to join an established and client focused broking team of professional Client Advisors
- A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.
- Handle small commercial classes and products within a wide-ranging client base
- To build and maintain an excellent rapport with our clients, providers, and colleagues across the Group.

**What you will be rewarded with**:

- 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 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 rely on you to**:

- Work on 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 condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

**What you need to have**:

- 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 organisational skills with the ability to manage multiple enquiries simultaneously
- Have experience utilising the Microsoft Office suite and similar products

**What makes you stand out**:

- A desire for a long-term career within the insurance industry
- A thirst for learning and the opportunity to study for further insurance related qualifications
- Prior insurance experience, although this is not essential

**About Marsh**:
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace 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.

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