Client Advisor

GB001 Marsh Ltd; Leeds; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance company in Leeds is seeking a talented Client Advisor to service new and existing clients in commercial insurance. The successful candidate will have at least 2 years of experience in insurance and possess strong literacy, numeracy, and communication skills. This hybrid role requires great organizational abilities to manage multiple client inquiries, with a focus on excellent service. Join a vibrant and inclusive team that promotes professional development and career growth opportunities.

Benefits

Professional development opportunities

Inclusive culture

Professional qualifications support

Qualifications

• Minimum 2 years’ experience in insurance, personal or commercial.
• Demonstrated strong literacy, numeracy, and communication skills.
• Ability to remain calm under pressure and manage multiple tasks.

Responsibilities

• Provide excellent client service managing a portfolio of clients.
• Ensure timely completion of tasks to maintain client satisfaction.
• Develop relationships with insurer partners to support clients.

Skills

Client service

Adaptability

Organizational skills

Communication skills

Numeracy skills

Education

Strong literacy and numeracy demonstrated through education

Tools

Microsoft Office Suite

Job description

Description :

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Leeds. This is a hybrid role that has a requirement of working at least 4 days a week in the office.

The role : Client Advisor

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 including areas such as claims, account handling or underwriting. 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 2 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 organisational skills with the ability to manage multiple enquiries simultaneously

Have experience utilising 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.

#hybrid

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.