Client Advisor

Marsh & McLennan Companies; Worcester; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance broker is seeking a talented Client Advisor to join their Worcester team. This hybrid role requires at least four days a week in-office work. The ideal candidate will have a minimum of one year’s experience in insurance, possess strong communication and organizational skills, and be able to manage multiple client queries. The position involves supporting Client Executives with renewals, managing client accounts, and utilizing online trading systems. Opportunities for professional development and chartered qualifications are available.

Benefits

Professional development opportunities

Inclusive company culture

Flexible work environment

Qualifications

• Minimum of 1 year of experience in insurance, personal lines or commercial.
• Strong skills in administration and communication demonstrated through education.
• Ability to stay calm under pressure and work flexibly.

Responsibilities

• Support Client Executives on insurance renewals and administer changes.
• Manage day-to-day queries and renewals for larger accounts.
• Utilize trading systems to negotiate renewal terms.

Skills

Experience in insurance

Strong literacy and numeracy

Excellent organizational skills

Client-facing experience

Tools

Microsoft Office suite

Job description

Company: Marsh Commercial Description

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

The role: Client Advisor (Account Handler)

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, private clients 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:

• Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid‑term changes to risk
• Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
• Manage all day‑to‑day queries, renewals, amendments and mid‑term adjustments for a number of our larger accounts
• Request and review underwriting information on behalf of Commercial clients and understand their requirements
• Utilise 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

What you need to have:

• Ideally you’ll have a minimum of 1 year’s 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:

• Dynamic with previous client facing experience
• The ability to remain calm under pressure and be able to work flexibly when required
• Cert CII qualified or actively studying towards it.

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

Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan 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 McLennan 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 McLennan 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.