Trainee Client Manager

1 month ago

Perth, United Kingdom Marsh McLennan Companies Full time

Description:

Marsh Private Clients – London / Leeds / Letchworth / Glasgow / Edinburgh / Perth

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 countries, Marsh is the world’s leading insurance broker

The role: Trainee Client Manager

We have a fantastic opportunity for a Client Manager to join our Private Clients team. The successful applicant will support a busy team of Client Executives with all aspects of the office-based servicing, handling, and broking of a range of High-Net-Worth Clients.

You will have the opportunity to be based in one of the following office locations: London / Leeds / Letchworth / Glasgow / Edinburgh / Perth
 

What can you expect:

You will work remotely and from an office with a team of Client Managers dedicated to client satisfaction. You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners. A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment. To build and maintain an excellent rapport with our clients, providers and colleagues across the Group.
 

What you will be rewarded with:

We offer and embrace a hybrid working model that nurtures a collaborative working environment in the office 4 days per week allowing 1 day per week to be spent working on a remote basis. 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 % of your normal salary.
 

We will rely on you to:

To handle both new and existing customer enquiries on behalf of the Account Executives. To deal with administrative processes involved in new business, mid-term adjustments and renewals. Ensure all requests from clients are dealt with promptly, correctly, and efficiently within Marsh Commercial’s regulatory guidelines for compliance. Building relationships with our panel of insurers to ensure the client receive the best terms and price for their policy. To gather all relevant information & documentation from the clients on their policy, levels of cover and pertinent exclusions in relation to the renewal queries being presented. To ensure the production of required documentation and the processing of renewal policies. To ensure a pronounced emphasis is on the retention of existing customers and growing each portfolio through developing excellent client relationships, this includes obtaining referrals and cross-selling. Ensure all files are maintained and updated with all document, email and telephone exchanges.
 

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 such as (but not limited to) retail, hospitality, food & beverage etc 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

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