Associate Client Advisor

MARSH LLC.; Taplow; On-site; GBP 60,000 - 80,000; Full time

Job summary

A global insurance broker in the United Kingdom is seeking an Associate Client Advisor to join their customer-focused team. This permanent, full-time role includes an 18-month apprenticeship program leading to chartered insurance qualifications. Responsibilities include managing client portfolios, excellent client servicing, and relationship building with insurer partners. Ideal candidates will possess customer-facing experience, strong attention to detail, and the ability to multitask. The position offers career progression and a vibrant work culture.

Benefits

Career opportunities

Professional development

Vibrant and inclusive culture

Qualifications

• Previous experience within a client/customer facing role is essential.
• Excellent customer service skills needed.
• Minimum 5 GCSEs at Grades 9‑4 including English & Maths required.
• Good attention to detail necessary.
• Ability to multitask and prioritise responsibilities is important.

Responsibilities

• Provide excellent client service on all aspects of account management.
• Speak with clients via telephony and email platforms.
• Manage a portfolio of clients and understand their needs.
• Ensure timely completion of all set tasks for client satisfaction.
• Develop meaningful relationships with insurer partners.

Job description

Overview

We are looking for individuals who aspire to be leading contributors to our business and who can embrace the opportunity to complete our apprenticeship funded training programme and attain chartered insurance qualifications. This is a superb opportunity to launch an insurance career within a sustainable and exciting industry that provides aspirational individuals the platform for a long‑term insurance career. As an Associate Client Advisor in one of our energetic customer‑focused teams, you will be responsible for servicing a dedicated portfolio of clients, including managing renewals, invoicing, producing new quotes, upselling/cross‑selling additional products and handling any additional queries presented.

This is a permanent, full‑time role. You will commence your employment on our 18‑month apprenticeship programme. Upon completion you will become a Client Advisor with potential future progression within the company.

Responsibilities

• 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.
• Speak with clients on a day‑to‑day basis via telephony and email platforms.
• Utilise insurance broking systems on a daily basis.
• Manage a portfolio of clients, understand their needs and provide suitable products and solutions to mitigate their risk.
• Ensure timely completion of all set tasks, ensuring client satisfaction at all times.
• Demonstrate adaptability skills when required 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, gain a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments.

Qualifications

• Previous experience within a client/customer facing role (retail, hospitality, food & beverage, etc.).
• Excellent customer service skills.
• Right to Work in the UK or Republic of Ireland (no visa sponsorship provided).
• Minimum 5 GCSEs at Grades 9‑4 (including English & Maths).
• Good attention to detail.
• Ability to multitask and prioritise responsibilities.
• Ability to work independently.

What Makes You Stand Out

• Completed A‑Levels (or equivalent).
• University degree educated (or equivalent).
• Team player with a willingness to share ideas, knowledge and experiences.
• Demonstrate enthusiasm and pride in maintaining a high standard of work.
• Keen interest to work in a diverse and collaborative environment.

Why Join Our Team

• Professional development opportunities, interesting work and supportive leaders.
• Vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients and communities.
• Career opportunities, benefits and rewards to enhance your well‑being.
• Marsh, a business of Marsh McLennan, is the world’s top insurance broker and risk advisor with global reach and impact.

Training & Apprenticeship

Your career will start with an 18‑month apprenticeship backed by BPP for expert insurance training. You will receive the Cert CII certification and a Level 3 Insurance Practitioner qualification.