Client Advisor

Marsh; West of England; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Marsh Commercial in Bristol is seeking a Client Advisor for a hybrid role, requiring presence in the office at least four days a week. You will service a portfolio of commercial insurance clients, handling renewals, quotes and inquiries as part of the Enterprise Centre of Excellence.

You may come from personal lines or commercial insurance, or a customer service/administration background, with induction and opportunities to pursue chartered insurance qualifications.

Qualifications

• Strong literacy, numeracy, administration and communication skills evidenced by education or experience.
• Ability to stay calm under pressure and work flexibly when required.
• Excellent organisational skills with ability to manage multiple enquiries.
• Experience using Microsoft Office suite or similar tools.

Responsibilities

• Provide excellent client service for a portfolio of commercial insurance clients.
• Manage renewals, invoicing, quotes and upsell/cross-sell where appropriate.
• Maintain relationships with insurer partners through regular contact.
• Attend to client queries and ensure service standards are met.

Skills

Literacy

Numeracy

Administration

Communication

Tools

Microsoft Office Suite

Job description

We are seeking a talented individual to join Marsh Commercial in Bristol. 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 position we are happy to consider those with either personal lines or commercial insurance experience, as well as those with a background within customer service / administration who are looking to begin an exciting career with the world's largest insurance broker.

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:

• 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
• 1 + years' experience within insurance, this can be from either personal lines or within commercial insurance
• 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.