Client Advisor (Account Manager)

International Catalyst Services, LLC; Penrith; On-site; GBP 30,000 - 45,000; Full time

Job summary

Marsh is looking for a Client Advisor to join their Advisory team in Penrith. This hybrid position requires working at least three days a week in the office and involves supporting Account Executives with client management tasks, helping to retain and generate business, while offering comprehensive training and growth opportunities in the insurance industry.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Flexible working environment

Qualifications

• Previous experience in a similar role preferred.
• Organisational skills with the ability to manage multiple tasks.
• Confidence to advise and negotiate.

Responsibilities

• Support Account Executives in managing a book of business.
• Handle renewals, adjustments, and client queries.
• Build and maintain client relationships.

Skills

Organisational skills

Attention to detail

Written communication

Verbal communication

Negotiation

Relationship management

Education

Experience in commercial or corporate insurance

Professional/Financial Services experience

Tools

Microsoft Office Applications

Job 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 is a great opportunity for a candidate with previous insurance/office experience or a school leaver looking to join the insurance industry working for a global leader.

Full training will be provided alongside excellent benefits.

In this role 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.
• Maintains a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients
  
  

What you need to have:

• Previous experience within a similar role within 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 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.

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