Client Advisor

Marsh; Egham; Hybrid; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Marsh Commercial in Egham is seeking a Client Advisor to service a dedicated portfolio of clients with a range of commercial insurance products. The role supports both new and existing clients and offers an induction plus opportunities to pursue chartered insurance qualifications.

After initial training, you will manage renewals, invoicing and quotes, while also upselling additional products. The position is hybrid with four days in the office each week and progression opportunities within the

Qualifications

• Strong literacy, numeracy, administration and communication skills.
• Ability to remain calm under pressure and work flexibly when required.
• Experience in insurance or customer service is beneficial.

Responsibilities

• Provide service to a portfolio of clients with commercial insurance products.
• Manage renewals, invoicing and quotes for clients.
• Upsell and cross-sell additional products where appropriate.
• Respond to client queries and maintain strong insurer relationships.

Skills

Communication skills

Literacy

Numeracy

Administration

Tools

Microsoft Office

Job description

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Egham. This is a hybrid role that has a requirement of working at least four days a week in the office.

The role: Client Advisor

We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a Client Advisor to join us in our Enterprise Centre of Excellence. Within your role you’ll be responsible for servicing both new & existing clients with a range of commercial insurance products

.

For this role we are happy to consider those with either personal lines or commercial insurance experience. If successful you’ll be provided with a first-class induction, as well as be given the opportunity to attain chartered insurance qualifications.

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.

We will rely 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.
• 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:

• Ideally you’ll have a minimum of 1 years’ experience within insurance, this can be from either personal lines or within commercial insurance.
• Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education.
• Ability to remain calm under pressure and be able to work flexibly when required.
• Excellent organizational skills with the ability to manage multiple enquiries simultaneously
• Have experience utilizing the Microsoft Office suite and similar products

What makes you stand out:

• A desire for a long-term career within the insurance industry
• A thirst for learning and the opportunity to study for further insurance related qualifications.

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.