Graduate Trainee Client Manager

Posted 6 Days Ago
Be an Early Applicant
4 Locations
In-Office or Remote
Entry level
Fintech • HR Tech • Insurance • Consulting
The Role
Supports private client insurance accounts through renewals, quotations, mid-term adjustments, policy documentation, client enquiries, payments, reconciliations, and accurate system administration. The role involves building client relationships, coordinating with brokers, carriers, finance, and offshore teams, maintaining secure records, and providing administrative support to Account Executives while developing insurance and marine market knowledge.
Summary Generated by Built In
Company:Marsh

Description:

Graduate Trainee Client Manager

We’re looking for a motivated and ambitious Graduate Trainee Client Manager to join our Private Clients Team. This is a fantastic opportunity for a recent graduate to start a career in insurance with a global leader, while gaining hands-on experience in a supportive, fast-paced, and collaborative environment.

As a Graduate Trainee Client Manager, you’ll play an important role in supporting a varied portfolio of clients and learning how to manage day-to-day servicing activity, including renewals, mid-term adjustments, quotations, and client enquiries. You’ll develop practical insurance knowledge, build strong client relationships, and gain exposure to the marine insurance market.

What can you expect:

  • A fantastic opportunity to begin your career in insurance with a global leader

  • Hands-on experience supporting a varied portfolio of clients

  • Exposure to the High Networth Insurance Market

  • A supportive, fast-paced team environment where learning and development are encouraged

  • The chance to build strong client relationships and develop valuable technical skills

  • A hybrid working arrangement, with four days per week in the office after probation

We will rely on you to:

  • Manage client data securely and system records for complex, multi policy accounts, ensuring accuracy and compliant. 

  • Prepare open market renewal packs, including pre-renewal checks and claims updates within required timeframes

  • Check policy documentation against client system records to ensure accuracy

  • Process transactions on the system for new business, secured renewals and mid-term adjustments

  • Work closely with colleagues to ensure enquiries, renewal requests, and workflow are handled efficiently and promptly

  • Answer incoming calls and make outgoing calls to clients when dealing with queries 

  • Process payments by card transactions, and liaise with Finance Operations as needed

  • Assist with accounting queries and reconciliations

  • Help maintain a safe, tidy working environment

  • Provide general administrative support whilst working closely with Account Executives.

What you need to have:

  • A minimum of a 2:1 degree (or equivalent) in any discipline

  • Previous experience or a strong interest in insurance operations, account administration, broking support or a related administrative role

  • Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs

  • A basic understanding of underwriting and policy administration processes

  • Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams

  • High attention to detail and accurate data entry skills

  • A proactive, reliable, and collaborative approach

What makes you stand out:

  • An interest in insurance, account management or how policies and endorsements are managed

  • A keen eye for detail and a willingness to learn how to check, track and update information accurately

  • An interest in working in a fast-paced environment where priorities can change and teamwork matters

  • A proactive attitude and an eagerness to ask questions, learn quickly and take ownership of your work

  • An interest in improving ways of working and helping teams stay organized and efficient

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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Skills Required

  • Minimum 2:1 degree or equivalent in any discipline
  • Previous experience or strong interest in insurance operations, account administration, broking support, or a related administrative role
  • Strong organizational skills and ability to prioritize high-volume workloads while meeting tight SLAs
  • Basic understanding of underwriting and policy administration processes
  • Excellent written and verbal communication skills
  • Confidence corresponding with brokers, carriers, and offshore operations teams
  • High attention to detail and accurate data-entry skills
  • Proactive, reliable, and collaborative approach
  • Interest in insurance, account management, or policy and endorsement administration
  • Willingness to learn and accurately check, track, and update information
  • Interest in improving ways of working and maintaining team organization and efficiency

Marsh McLennan Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Marsh McLennan and has not been reviewed or approved by Marsh McLennan.

  • Leave & Time Off Breadth Leave offerings are described as generous, including sizable PTO, paid holidays, paid sick days, and additional time off such as paid volunteer time and “Summer days.” These time-off benefits are portrayed as a standout part of the overall rewards package.
  • Healthcare Strength Healthcare coverage is characterized as comprehensive, spanning medical, dental, and vision options, with additional supports like disability and life insurance and access to mental health resources and an EAP. The breadth of plan options is positioned as a core strength of the benefits package.
  • Retirement Support Retirement benefits are framed as solid, with 401(k) programs and employer matching frequently highlighted alongside other financial programs. Stock purchase options are also referenced as an additional wealth-building component of the total rewards mix.

Marsh McLennan Insights

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The Company
HQ: New York, NY
78,000 Employees
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries. Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity. Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics. Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people. Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society. Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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