Associate Client Advisor / Trainee Insurance AdvisorWe

MARSH LLC.; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance broker in Leeds is seeking an Associate Client Advisor to join their team. In this permanent, hybrid role, you will provide client service and manage a portfolio of clients, ensuring their needs are met. The ideal candidate will have experience in a customer-facing role, strong communication skills, and a minimum of 5 GCSEs. This opportunity offers professional development and support for qualifications in a vibrant workplace.

Benefits

Professional development opportunities

Support for advanced industry qualifications

Inclusive workplace culture

Qualifications

• Previous experience within a client/customer facing role.
• Right to Work in the UK or Republic of Ireland.
• Passion for delivering exceptional client service.

Responsibilities

• Provide excellent client service on account management.
• Manage a portfolio of clients and their needs.
• Utilise insurance broking systems daily.

Skills

Excellent customer service skills

Communication skills

Ability to multitask

Education

Minimum 5 GCSEs at Grades 9-4 (including English & Maths)

A-Levels or equivalent

Job description

Administrator- Advice Support- Self Invested Personal Pensions (SIPP) and Financial Planning (FP)

Division: Group Operations

Location: Leeds

Contract: Permanent

Working pattern: Hybrid

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Associate Client Advisor / Trainee Insurance Advisor – Marsh Commercial

Marsh Commercial is a leading commercial insurance broker. We are recruiting for our March 2026 programme intake. This is the perfect opportunity for individuals who have completed further or higher education (i.e. A‑Levels or equivalent or university degree) and are looking for a long‑term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed up by our training provider, BPP, which will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification.

The Role

As a Associate Client Advisor in one of our energetic customer‑focused teams, and 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.

What can you expect?

Enterprise businesses operate from modern, fit‑for‑future offices with easy access via car or public transport routes. This is a permanent, full‑time role. You will commence your employment on our 18‑month apprenticeship programme, and on completion of this you will become a Client Advisor. Potential future progression within the company, developing your role with continued support for advanced industry professional qualifications. An unrivalled accelerated foundation to your career with a global leader in insurance broking and risk management.

We will count 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.
• 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, understanding their needs and providing suitable products and solutions to mitigate their risk.
• 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:

• Previous experience within a client/customer facing role, this can be gained from within a similar role or working in environments such as (but not limited to) 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).

What makes you stand out:

• Have completed A‑Levels (or equivalent) / University degree educated.
• 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.
• Good attention to detail.
• Ability to multitask and prioritise responsibilities.
• Ability to work independently.

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, a business of Marsh McLennan (NYSE: MMC), is the world’s 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 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

EEO & Accessibility Statement

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 colour, 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 [e-mail].

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