Client Advisor

Marsh Risk; Worcester; Hybrid; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Career development

Inclusive culture

Job summary

Marsh Commercial in Worcester seeks a Client Advisor to service a dedicated portfolio of commercial and/or personal lines clients. You’ll handle renewals, quotes, invoicing and upselling while addressing client queries.

The role offers a strong induction and opportunities to study chartered insurance qualifications. Ideal candidates have at least 1 year in insurance, solid literacy and numeracy, and excellent organisational skills.

Qualifications

• Minimum 1 year experience in insurance (personal lines or commercial).
• Strong literacy, numeracy, administration and communication skills.
• Ability to remain calm under pressure and work flexibly.
• Excellent organisational skills with ability to manage multiple enquiries.

Responsibilities

• Provide excellent client service on account management to clients and meet service standards.
• Ensure timely completion of tasks to maintain client satisfaction.
• Demonstrate adaptability to support colleagues on business-critical tasks.
• Develop relationships with insurer partners through regular contact.
• Maintain knowledge of major insurance classes via training and mentoring.

Skills

Insurance knowledge

Client service

Communication

Office software

Multi-tasking

Tools

Microsoft Office

Job description

We are seeking a talented individual to join Marsh Commercial in Worcester. 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 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.

Marsh (NYSE: MRSH) is 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, 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 color, 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.