Client Advisor (Account Manager)

Marsh; Penrith; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is looking for a Client Advisor to join their Advisory team in Penrith. This hybrid role offers the chance to work closely with Account Executives, supporting them in maintaining client relationships and managing day-to-day account activities. Ideal candidates will have a background in corporate insurance or professional services, with strong organisational and communication skills. Join a vibrant, inclusive culture that values professional development and offers diverse career opportunities. This is your chance to make a significant impact in the insurance industry while working in a supportive environment.

Benefits

Professional Development Opportunities

Inclusive Work Culture

Flexible Work Environment

Qualifications

• Experience in commercial or corporate insurance is preferred.
• Excellent organisational skills and attention to detail are essential.

Responsibilities

• Support Client Executives in managing their book of business.
• Handle renewals, mid-term adjustments, and client queries.

Skills

Organisational Skills

Communication Skills

Negotiation Skills

Relationship Management

Attention to Detail

Education

Experience in Commercial or Corporate Insurance

Professional/Financial Services Background

Tools

Microsoft Office Applications

Job description

Company:

Marsh Commercial

Description

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

The role: Client Advisor (Account Manager)

This position would suit an experienced Account Manager with a background in corporate or commercial insurance, having worked in a Handler/Broker type role previously. However, experience within other areas of insurance such as Claims/Underwriting or even professional services could be considered as training will be provided.

You will be responsible for supporting the Client Executives in maintaining their book of business and handling the day-to-day activities including renewals, mid-term adjustments, and handling any client queries.

We will rely on you to:

• Work with Account Executives to retain and generate new business, by leveraging strategy information and managing contract reviews and midterm changes.
• Partner with Account Executives to help them achieve sales goals.
• 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.
• Build and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
• Offer technical support for complex or high-priority relationships when needed to ensure relationship satisfaction and maintain a mutual internal and external understanding.
• Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
• Maintain a detailed understanding of changing market conditions and comply with all compliance, professional, and transparency standards to better serve clients.

What you need to have:

• Previous experience within a similar role in commercial or corporate insurance is preferred, but any Professional/Financial Services could be considered.
• Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
• Proficiency in Microsoft Office Applications.
• Strong written and verbal communication skills.
• Confidence to advise and negotiate.
• The ability to build, manage and develop relationships.

What makes you stand out:

• Insurance experience.
• 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.
• Previous experience within a similar role/industry.
• Excel, Word & Outlook knowledge.

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 an 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.