Commercial Client Advisor

Marsh; Exeter; Hybrid; GBP 27,000 - 42,000; Full time

Job summary

Marsh is seeking a Client Advisor to join its Commercial team in the South West, with bases in Plymouth, Exeter or Newquay. This hybrid role requires three days in the office and two at home, plus an anchor day when the full team is together.

You will support Client Executives through the full insurance renewal cycle, assist with renewal strategies, manage client requirements and ensure smooth administration of insurance programmes for Commercial clients and insurer partners.

Qualifications

• Experience in insurance or a client-facing role, or a strong academic record.
• Ability to manage multiple enquiries and tasks in a fast-paced environment.
• Proficient in MS Office and business systems.

Responsibilities

• Support placement strategy for insurance renewals and administer mid-term changes to risk.
• Request and review underwriting information for Commercial clients and understand their requirements.
• Prepare and submit accurate market presentations and slips with the Client Executives and Placement Team.
• Utilise Marsh online trading systems to collate and negotiate renewal terms with insurers.
• Collaborate to prepare client reports for renewals.

Skills

Strong communication skills

Excellent numeracy

Organisational skills

Client-focused mindset

Problem-solving

Proactive approach

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

We are seeking a talented individual to join our Commercial team at Marsh. This role can be based in our Plymouth, Exeter, or Newquay office. This is a hybrid position, requiring you to work at least three days per week in the office and two days from home. Depending on your office location, there will also be an anchor day each week where all colleagues are expected to attend the office.

In this role, you will support Client Executives throughout the full insurance renewal cycle, helping to deliver exceptional service to Commercial clients and insurer partners. You will play a key role in the placement process, assisting with renewal strategies, managing client requirements, and ensuring the smooth administration of insurance programmes.

The Client Advisor position is ideal for someone with experience in insurance account handling, claims, underwriting, or a similar client‑facing environment who is looking for a new challenge within a market‑leading insurance broker. We would also welcome applications from individuals with strong customer service or account management experience from other industries, as well as A-Level leavers who are looking to build a long‑term career in the insurance sector.

We will count on you to:

• Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid‑term changes to risk.
• Request and review underwriting information on behalf of Commercial clients and understand their requirements.
• Prepare and submit accurate market presentations and slips in consultation with the Client Executives and the Placement Team.
• Utilise Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers.
• Collaborate with Client Executives and Placement Teams to prepare client reports for renewals.

What you need to have:

• Previous experience in an insurance, account management, or any other insurance related client‑facing role or a strong academic record and a desire to get into insurance
• Strong communication, literacy, and numeracy skills
• The ability to remain calm and professional when managing competing priorities and working within a fast‑paced environment.
• Excellent organisational skills with the ability to manage multiple enquiries and tasks simultaneously.
• Experience using Microsoft Office applications and other business systems.
• A proactive approach to problem‑solving and delivering excellent client outcomes.
• Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
• A good awareness of clients’ business, their business issues, insurance programmes and service plans.

What makes you stand out:

• A genuine interest in developing a long‑term career within the insurance industry.
• Enthusiasm for learning and progressing through professional insurance qualifications.
• Previous experience within commercial insurance, fleet insurance, or a related industry.
• Strong working knowledge of Microsoft Excel, Word, and Outlook.
• A client‑focused mindset with a passion for building relationships and delivering exceptional service.

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 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.