Client Advisor

Marsh & McLennan Companies, Inc.; Bristol; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A prominent insurance broker seeks a Client Advisor for its Enterprise team in Bristol. This hybrid role involves servicing clients, managing portfolios, and providing exceptional customer service. Enthusiastic individuals, with or without prior insurance experience, are encouraged to apply and will receive comprehensive training to further their professional development.

Benefits

Opportunities for professional development

Supportive and inclusive culture

Career growth potential

Qualifications

• 1 year experience in insurance preferred but not essential.
• Strong literacy, numeracy, and communication skills required.
• Excellent organizational skills to handle multiple inquiries.

Responsibilities

• Provide excellent client service and account management.
• Manage client portfolio, handling renewals and invoicing.
• Develop relationships with insurer partners.

Skills

Strong literacy

Numeracy

Communication

Organization

Tools

Microsoft Office

Job description

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Client Advisor
Marshmercial

Description:

We are seeking a talented individual to join our Enterprise team at Marshmercial. This role will be based in Bristol. It is a hybrid role requiring at least four days a week in the office.

The role: Client Advisor

We have an exciting opportunity at Marshmercial, recruiting several Client Advisors for our Enterprise Centre of Excellence. You will service both new and existing clients with a range of commercial insurance products.

We welcome applicants without prior insurance experience, as well as those with backgrounds in personal or commercial insurance. Successful candidates will receive a comprehensive induction and have the opportunity to attain chartered insurance qualifications.

After initial training, you will manage a dedicated client portfolio, handling renewals, invoicing, producing quotes, upselling/cross-selling, and addressing client queries.

Responsibilities include:

1. Providing excellent client service and account management to meet client needs and service standards.
2. Completing all tasks promptly to ensure client satisfaction.
3. Supporting colleagues with business-critical tasks when needed.
4. Developing relationships with insurer partners to better serve clients.
5. Gaining a thorough understanding of all major insurance classes offered, staying updated on new developments through training and mentoring.

Requirements:

1. A minimum of 1 year’s experience in insurance is preferred but not essential; full training will be provided.
2. Strong literacy, numeracy, administrative, and communication skills, demonstrated through qualifications or grades.
3. Ability to remain calm under pressure and work flexibly.
4. Excellent organizational skills to handle multiple inquiries.
5. Experience with Microsoft Office and similar tools.

Preferred qualities:

1. A desire for a long-term career in insurance.
2. Enthusiasm for learning and pursuing further insurance qualifications.

Why join us?

• Opportunities for professional development and interesting work.
• A supportive, inclusive culture with talented colleagues.
• Career growth potential, benefits, and rewards to support your well-being.

#hybrid

#m

Marsh, a part of Marsh McLennan (NYSE: MMC), is the world’s leading insurance broker and risk advisor. Marsh McLennan operates in 130 countries with four main businesses: Marsh, Guy Carpenter, Mercer, and Oliver Wyman. With $24 billion in revenue and over 90,000 employees, we help clients thrive through strategic risk management. For more, visit marsh, or follow us on LinkedIn and X.

We are committed to diversity, inclusion, and flexible working environments. We aim to attract and retain top talent, embracing diversity across various characteristics and backgrounds. We provide reasonable adjustments for candidates with disabilities. If needed, contact us at [e-mail].

Our hybrid work model combines remote work with in-office collaboration, with colleagues expected to work onsite at least three days per week. Teams will designate an "anchor day" for in-person meetings.