Client Advisor

3M HEALTHCARE; Harrogate; Hybrid; GBP 27,000 - 36,000; Full time

Job summary

Marsh in Harrogate/Skipton seeks a Client Advisor to support Client Executives with renewal strategy and mid-term risk changes for commercial insurance clients. You will handle underwriting information, prepare market presentations, and negotiate renewal terms in collaboration with the placement team.

The role focuses on building strong rapport with clients, providers and colleagues, with training and development opportunities and a pathway to progression within Marsh Commercial.

Qualifications

• Proven experience working on the full renewal process of commercial insurance programs.
• Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
• A good awareness of clients’ businesses, their business issues, insurance programmes, and service plans.

Responsibilities

• Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk.
• Request and review underwriting information on behalf of commercial clients and understand their requirements.
• Prepare and submit accurate market presentations and slips in consultation with Client Executives and the Placement Team.
• Utilize Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers.
• Collaborate with Client Executives and Placement Teams to prepare client reports for renewals.
• Produce and/or request insurer documentation.
• Review and comment on indemnity and insurance clauses.

Skills

Client facing

Organisational skills

Insurance knowledge

Job description

Company

Marsh

Role

Client Advisor – Marsh Commercial Team (Harrogate or Skipton)

Overview

We have a fantastic opportunity to join our dynamic Marsh Commercial Team as a Client Advisor. This role is ideal for someone with proven experience supporting Client / Account Executives in managing placement strategy for insurance renewals and administering mid‑term changes to risk, looking to join an established, market‑leading insurance broker.

At Marsh Commercial, we are passionate about people who want to learn and develop their careers. We actively support this with development plans, regular 1‑1s, and more for all colleagues, fostering a strong 'grow your own' culture.

What to Expect

• The opportunity to join a growing and highly successful team working with a diverse range of commercial clients on tailored insurance solutions.
• A team committed to delivering best practice, market‑leading service, and solutions with a focus on client service excellence.
• The chance to build and maintain excellent rapport with our clients, providers, and colleagues across Marsh.
• Excellent training and development opportunities with ongoing career progression.

Responsibilities

• Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid‑term changes to risk.
• Request and review underwriting information on behalf of commercial clients and understand their requirements.
• Prepare and submit accurate market presentations and slips in consultation with Client Executives and the Placement Team.
• Utilize Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers.
• Collaborate with Client Executives and Placement Teams to prepare client reports for renewals.
• Produce and/or request insurer documentation.
• Review and comment on indemnity and insurance clauses.

Qualifications

• Proven experience working on the full renewal process of commercial insurance programs.
• Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
• A good awareness of clients’ businesses, their business issues, insurance programmes, and service plans.

What Makes You Stand Out

• Dynamic with previous client‑facing experience.
• The ability to remain calm under pressure and work flexibly when required.
• Cert CII qualified and working towards ACII is desirable.

Additional Information

Marsh Risk is a business of Marsh (NYSE: MRSH), 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 about Marsh Risk, 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 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].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office‑based teams will identify at least one 'anchor day' per week on which their full team will be together in person.