Client Advisor - Trade Credit

International Catalyst Services, LLC; Birmingham; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance brokerage in Birmingham is looking for a Client Advisor to join their Trade Credit team. This hybrid role involves supporting client executives, managing relationships with insurers, and ensuring client compliance with policy terms. Ideal candidates should have strong organizational skills, client service experience, and proficiency in communication tools. This position offers opportunities for professional growth and a supportive work environment.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Range of career opportunities

Qualifications

• Proven ability to manage multiple tasks simultaneously.
• Strong verbal and written communication skills.
• Proficiency in relationship building and management.
• Experience in client servicing in an insurance context is preferred.

Responsibilities

• Assist the Client Executive team with the daily servicing of our clients.
• Manage credit limit requirements and communicate with insurers.
• Support client meetings including preparation and follow-up.
• Build relationships across Marsh and with external stakeholders.

Skills

Excellent organisation skills

Attention to detail

Client service focus

Excellent communication skills

Relationship management

Education

Insurance or business-related qualification

Tools

Excel

Word

Outlook

Job description

We are seeking a talented individual to join our Trade Credit team at Marsh. This role is based out of our Birmingham office as part of the Corporate South team. This is a hybrid role that has a requirement to be based in the office 3 days per week.

The role: Client Advisor

This is an exciting opportunity for a Client Advisor to join our successful Trade Credit team. This role could suit someone with previous insurance experience looking for a unique new opportunity within a niche market, or a driven graduate/school leaver looking to start a career with the world’s leading insurance broker.

We will rely on you to:

• Assist the Client Executive team with the daily servicing of our clients and with the renewal process. Task to include but not limited to:
• Managing credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers.
• Providing our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, submitting claims on time etc.
• Support the Client Executive in client meetings, including gathering data ahead of meetings, produce meeting minutes, and managing any resulting action points.
• Actively build relationships across Marsh and with external stakeholders.
• Ensure adherence to business processes, systems and procedures at all times.

What you need to have:

• Excellent organisation skills and attention to detail with the ability to manage multiple tasks simultaneously.
• A focus on client service and excellent communication skills, both written and verbal.
• The ability to build, manage, and develop relationships.
• Proficiency in Excel, Word, and Outlook.

What makes you stand out:

• A team player who is ambitious and hard working.
• An insurance or other business-related qualification.

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 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.