Client Advisor Team Lead

Marsh McLennan; Skipton; Hybrid; GBP 45,000 - 60,000; Full time

Job summary

Marsh Commercial in Skipton seeks an experienced Team Leader to manage a team of Client Advisors and own the renewal process for a commercial portfolio. You will work with Client Executives, brokers, and insurers to deliver first-class service and strategic insights.

You will contribute to leadership discussions, mentor colleagues, and help shape client solutions while ensuring delivery against targets. A Cert CII or ACII is desirable, with strong MS Office skills and a customer-focused mindset.

Qualifications

• Team leadership experience with mid-market to large commercial accounts.
• Proven experience in account handling and client service.
• Ability to stay calm under pressure and manage multiple issues.

Responsibilities

• Day-to-day management and development of a team of Client Advisors.
• Participate in leadership meetings to shape strategy, service and growth.
• Mentor colleagues and support career development.
• Support Head of Office in achieving strategic goals.
• Represent the business in national forums and deliver strategic/operational results.
• Liaise with Marsh Client Executives/brokers on placement strategy for renewals.
• Prepare and submit market presentations and slips with the Client Executive.
• Negotiate terms with incumbent and prospective insurers.
• Prepare client renewal reports and analyses.
• Aim to deliver best-practice, market-leading service.

Skills

Team Leadership

Account Handling

Organisation

MS Office

Education

Cert CII

ACII

Tools

Microsoft Office

Job description

Company:

Marsh Commercial

Description:

Are you looking for a role that will allow you to be involved with clients and insurers while managing and developing a team of Client Advisors? By joining Marsh, this opportunity would see you join a successful management team and work closely with colleagues, clients, and insurers to provide a first-class service.

What can you expect?

Working in collaboration with other Team Leaders, you will manage a team of Client Advisors supporting a wide range of insurance programs focused on commercial clients. You will be responsible for leading a team of Client Advisors while having ownership of the full renewal process for your own commercial portfolio.

The role will involve being an active part of the leadership team, as well as working with Client Executives in strategy meetings; gathering and analysing data; working with clients and insurers to obtain quotations; creating reports; and finalizing placements. You will have the necessary support, training, and resources to develop your own career and skills, and to strengthen the skills and capabilities across your team.

We will rely on you to:

• Day-to-day management and personal development of a team of Client Advisors
• Actively participate as a member of the leadership team to assist in the development of strategy, client service, growth, and recruitment
• Mentor others and support their development and progression
• Support the Head of Office in achieving strategic goals
• Represent the business and the region in national forums and take responsibility for strategic and operational deliverables
• Liaise with Marsh Client Executives and brokers regarding placement strategy for insurance renewals
• Prepare and submit accurate market presentations and slips in consultation with the Client Executive and Market Placement Team
• Collate and negotiate terms with incumbent and prospective insurers
• Analyse quotes and work with insurers to negotiate cover and premiums
• Assist with the preparation of client reports for renewal
• Strive to deliver best practice, market-leading service and solutions with a focus on client service excellence across a wide range of topics

What you need to have:

• Previous Team Leader or Management experience preferred, or the ability to demonstrate leadership qualities
• Proven experience of Account Handling with mid-market to large commercial accounts
• Dynamic with a drive to continually improve service to clients
• A passion for making a difference to the working lives, skills, and success of colleagues
• Ability to remain calm under pressure and work flexibly when required
• Excellent organizational skills with the ability to manage multiple issues/challenges simultaneously
• Fully competent in the use of Microsoft Office products

What makes you stand out:

• Cert CII qualified (or equivalent) essential
• ACII (or equivalent) or working towards preferred

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.