Aspiring Insurance Client Advisor

Marsh Agency; Glasgow; Hybrid; GBP 18,000 - 24,000; Full time

Benefits offered by this job

Hybrid work

Career development support

Job summary

Marsh Commercial in Glasgow seeks a proactive Trainee Client Advisor to support a growing enterprise client base across commercial insurance products. The role offers a thorough induction and a path to chartered qualifications, with a hybrid working pattern and a focus on delivering high-quality client service.

You will join the Enterprise team and handle renewals, quotes, invoicing and cross-selling opportunities while developing expertise in insurance products and processes.

Qualifications

• Experience in insurance or customer service environment.
• Strong literacy and numeracy.
• Excellent organizational skills.
• Ability to manage multiple enquiries and priorities.

Responsibilities

• Provide excellent client service across all aspects of account management and meet service standards.
• Service a dedicated portfolio of clients, manage renewals, invoicing, quotes, and upsell opportunities.
• Complete tasks accurately and on time while handling client enquiries and maintaining satisfaction.
• Build strong relationships with insurer partners through regular contact.
• Support colleagues and develop knowledge of our insurance products.

Skills

Customer service

Administration

Sales

Communication skills

Microsoft Office

Tools

Microsoft Office

Job description

Marsh Commercial in Glasgow seeks a proactive Trainee Client Advisor to support a growing enterprise client base across commercial insurance products. The role offers a thorough induction and a path to chartered qualifications, with a hybrid working pattern and a focus on delivering high-quality client service.

You will join the Enterprise team and handle renewals, quotes, invoicing and cross-selling opportunities while developing expertise in insurance products and processes.