Case Manager - Client Advisor/Account Handler

Marsh; Birmingham; On-site; GBP 38,000 - 56,000; Full time

Job summary

Marsh is seeking a Case Manager - Client Advisor/Account Handler in its Restructuring & Recovery Practice. You will build relationships with clients and insurers, apply insurance knowledge to complex situations, and support best outcomes with proactive service.

You will work closely with Client Service Directors to deliver tailored strategies, manage queries, renewals, and amendments, while upholding SLAs and regulatory training.

Qualifications

• Proficient with Microsoft Office apps (PowerPoint, Outlook, Word, Excel).
• Familiar with Acturis platform.
• Broad understanding of risk in insurance and loss.
• Knowledge of Property Damage, BI, Liabilities, Eng, Motor, Marine, Fidelity, Environmental risk.
• Ability to understand diverse industries and exposures.
• Understanding of HSE and risk management principles.
• Experience in insurance placement and risk advisory roles.
• Strong client-facing skills and ability to align with client objectives.
• Excellent interpersonal and communication abilities.

Responsibilities

• Build, nurture, and maintain strong client relationships.
• Apply core insurance principles to manage straightforward and complex cases.
• Ensure compliance with policies, procedures and SLAs.
• Deliver exceptional client service across all account management aspects.
• Identify opportunities for process and service improvements with stakeholders.
• Manage multiple enquiries and tasks with accuracy and efficiency.
• Collaborate with Client Service Directors to shape client strategies.
• Handle day-to-day client queries, renewals, amendments promptly.
• Coordinate with other units for seamless workflows.
• Develop internal networks to support growth of the unit.

Skills

Client relationships

Insurance knowledge

Communication

Problem solving

Time management

Education

Cert or DIP CII

Tools

Acturis

Microsoft Office

Excel

Job description

For anyone looking for a new insurance challenge, or a break from traditional insurance, we would love to hear from you, as we have great opportunities here at Marsh for a Case Manager - Client Advisor/Account Handler to join our Restructuring & Recovery Practice team. This team specialises in providing Insurance and Risk Management solutions to the Insolvency sector, working with clients who have unconventional insurance cover requirements that can span a wide range of insurance classes and industries. No two weeks are the same, and variety is guaranteed. What remains consistent is the need for our team to deliver expert insurance and risk management advise, and nurture strong relationships with a variety of stakeholders, in order to help realise best value and best outcomes for our clients.

What can you expect?

• The opportunity to join a growing and highly successful team working with some of the UK’s largest and best known companies on bespoke and complex insurance arrangements including global programs
• A team that strive to deliver best practice, market leading service and solutions with a focus on client service excellence
• To build and maintain an excellent rapport with our clients, providers and colleagues across Marsh
• Excellent training and development with the ongoing career opportunities

We will rely on you to:

• Build, nurture, and maintain strong relationships both internally and externally to support collaborative working and client satisfaction
• Apply comprehensive knowledge of core insurance principles to effectively manage both straightforward and complex situations encountered daily.
• Ensure compliance with policies and procedures and service level agreements
• Ability to remain calm under pressure and be able to work flexibly when required
• Deliver exceptional client service across all aspects of account management, proactively identifying and addressing client needs in line with agreed service standards.
• Identify opportunities for process and service improvements, collaborating with relevant stakeholders
• Exhibit excellent organisational skills, managing multiple enquiries and tasks simultaneously with efficiency and accuracy
• Develop and maintain a strong internal network across the business, utilising available resources to support colleagues and contribute to the growth of the unit.
• Manage all day-to-day client queries, renewals, amendments, and mid-term adjustments promptly and accurately.
• Work effectively with other units within the practice to ensure seamless and efficient workflows, fostering mutual support and cooperation.
• Collaborate closely with Client Service Directors to develop and execute strategies tailored to individual clients and client groups.
• Ensure timely acknowledgement and resolution of client queries, delivering outstanding service while proactively identifying and escalating potential vulnerabilities.
• Demonstrate a client-centric approach, prioritising "what is right for the client" in all decision-making and interactions.
• Complete all relevant and regulatory mandatory training to expand knowledge in role and own your own personal development plan.
• Proactively contribute to scheduled meetings with Client Service Directors regarding allocated clients, ensuring any issues are promptly identified and addressed.
• Actively identify opportunities for expanded client services.
• Ability to manage time and prioritise workloads effectively for the benefit of themselves and the wider team.
• Actively engage with clients to strengthen relationships with engagement encompassing both virtual and/or face-to-face meetings.

What you need to have:

• Proficient use of Microsoft Office Applications, in particular, Powerpoint, Outlook, Word and Excel.
• Familiar with or the ability to develop sound working knowledge of IT platforms utilised by the team including Acturis.
• Broad level of understanding of risk appropriate to identifying risk and loss.
• Good understanding covers available under insurance commercial classes (Property Damage, Business Interruption, Liabilities, Engineering, Motor, Marine/Goods in Transit, Fiduciary (Fidelity/Money) Environmental and Terrorism).
• Ability to acquire and understand a broad range of industries, their exposures and risk profiles.
• Broad understanding of H&S and Risk Management principles.
• Proven experience in insurance placement and risk management advisory roles.
• Proactive approach to problem-solving and client service.
• Client facing experience and ability to navigate complex client and business objectives.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and insurers alike.

What makes you stand out:

• Ideally Cert or DIP CII qualified or working toward

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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