Trainee Client Advisor
Trainee Client Advisor
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Job Description
Company:
MarshDescription:
We are seeking a talented individual to join our Corporate team at Marsh. This role will be based in the Leeds office. This is a hybrid role that has a requirement of working at least three days a week in the office.
The role: Trainee Client Advisor
The successful applicant will help Client Executives manage their portfolio of clients and be responsible for servicing a range of 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 handling Mid Term Adjustments. Invoicing producing new quotes and upselling/cross selling additional products whilst handling any additional queries that are presented. You will also be supported to achieve your Certificate in Insurance (CII).
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 client/customer facing experience gained from within a similar role or other working environment is desirable.
Minimum of 5 GCSEs at grade 4 or higher to include Maths and English
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
Previous experience within a similar role
Excel Word & Outlook knowledge
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.
#hybrid
Marsh a business of Marsh McLennan (NYSE: MMC) is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.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. 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 Marsh McLennan 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 McLennan 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.Required Experience:
Intern
Employment Type
Full-Time
