Client Executive - Trade Credit

Marsh McLennan; Birmingham; Hybrid; GBP 40,000 - 58,000; Full time

Benefits offered by this job

Hybrid work model

Professional development opportunities

Job summary

Marsh Risk in Birmingham is seeking a Client Executive to manage and retain a large portfolio in the Trade Credit team. The role is hybrid, combining office-based and home working, with support from the Head of Office and Head of Sales to grow the portfolio.

You will renew and retain clients, strengthen strategic relationships with insurers and networks, and collaborate with the sales team on new business cases while delivering data-driven client presentations.

Qualifications

• Strong commercial insurance experience.
• Proven track record with client relationships.
• Focus on client service and excellent communication skills.

Responsibilities

• Achieve high client retention rates through a strong service proposition.
• Renew and retain your book, with growth through expanded sales to existing portfolio.
• Manage strategic relationships with clients, insurers and internal/external networks.
• Collaborate with sales on new business cases and self-generate opportunities.
• Research and compile data for in-person client presentations.

Skills

Client relationship management

Strong communication

Portfolio growth focus

Education

CII/ACII/ICM advantageous

Tools

Excel

Word

Outlook

Job description

Company:

Marsh Risk

Description:

R_354190 - Client Executive - Trade Credit

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 team . This is a hybrid role that has a mixture of office based and home working.

This is an exciting opportunity for a Client Executive role. You will focus on managing and retaining a large portfolio of Corporate clients, while identifying opportunities to grow the portfolio, alongside our sales team and with support from both the Head of Office and Head of Sales.

We will rely on you to:

• Achieve high client retention rates for existing portfolio through a strong service proposition.
• You will be responsible for renewing and retaining your book, as well as growth therefore a driving licence is essential for client visits.
• Manage strategic relationships with clients, insurers, and both internal and external networks.
• Work closely with the sales team on new business cases and self-generate opportunities through expanded sales to the existing portfolio.
• Research and compile data to deliver in person client presentations

What you need to have:

• Strong commercial insurance experience
• Proven track record of trusted client relationships
• A focus on client service and excellent communication skills, both written and verbal.
• Attention to detail with the ability to find solutions for Clients.
• Proficiency in Excel, Word, and Outlook.

What makes you stand out:

• Strong trade credit insurance experience, with knowledge of a range of insurer policy wordings.
• A passion for innovation, fresh ideas, and demonstration of a growth mindset.
• A team player who is ambitious and hard working.
• An insurance or relevant qualification (CII/ACII/ICM) is advantageous.

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

Marsh Risk is a business of Marsh (NYSE: MRSH), 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 about Marsh Risk, 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.