Trainee Client Advisor

The role: Client Advisor

We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a Client Advisor to join us in one of our specialist teams. Within your role you’ll be responsible for servicing both new & existing clients with a range of personal lines insurance products.

For this role we are happy to consider those with a background within customer service or a similar industry and are looking for a change in career. If successful you’ll be provided with a first-class induction, as well as be given the opportunity to attain chartered insurance qualifications.

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.

We will rely on you to:

• Provide excellent client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards
• Ensure timely completion of all set tasks ensuring client satisfaction at all times
• Demonstrate your adaptability skills when required in order to support colleagues in completing business critical tasks
• Develop meaningful working relationships with our insurer partners through regular contact and liaison to better serve our clients
• Through training, coaching and mentoring have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments
   

What you need to have:

• Ideally you’ll have a background within customer service, administration or a similar experience
• 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
• Background within the insurance industry (personal lines, motor, commercial etc), although not essential
   

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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