Commercial Client Advisor

GB001 Marsh Ltd; Leeds; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance broker in Leeds is seeking a talented Client Advisor to support account executives in developing placement strategies and managing mid-term changes for insurance renewals. The ideal candidate will excel in customer service and possess strong organizational skills. This hybrid role allows for flexibility in the workplace with three days required in office per week.

Benefits

Professional development opportunities

Inclusive and vibrant work culture

Career advancement options

Qualifications

• Proven experience of working with commercial insurance products.
• Excellent organizational skills with the ability to manage multiple enquiries simultaneously.
• A good awareness of clients’ business, their business issues, insurance programmes and service plans.

Responsibilities

• Support Marsh Client Executives regarding placement strategy for insurance renewals.
• Request and review underwriting information on behalf of Commercial clients.
• Prepare and submit accurate market presentations and slips.
• Utilise Marsh online trading systems to collate and negotiate renewal terms.
• Collaborate with Client Executives and Placement Teams to prepare client reports.
• Review and comment on Indemnity and Insurance clauses.

Skills

Customer service

Organizational skills

Attention to detail

Education

Cert CII qualification

Tools

Acturis

Job description

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We have a fantastic opportunity for a talented individual to join Marsh Commercial in our Commercial team in Leeds. This is a hybrid role that has a requirement to work three days per week in the office.

The role: Client Advisor

We have a fantastic opportunity for a Client Advisor to join our Advisory team located in our Leeds office.

The Client Advisor will support Client/Account Executives in developing placement strategies for insurance renewals and managing mid-term changes to risk, contributing to the success of an established, market-leading insurance broker.

If you enjoy providing exceptional customer service, talking to people and have a good level of attention to detail and time management, then we’d love to hear from you.

We will rely 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.
• Review and comment on Indemnity and Insurance clauses.
  

What you need to have:

• Proven experience of working with commercial insurance products.
• 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:

• Knowledge and understanding of Acturis
  

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
#MaCom

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 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.

Description:

We have a fantastic opportunity for a talented individual to join Marsh Commercial in our Commercial team in Leeds. This is a hybrid role that has a requirement to work three days per week in the office.

The role: Client Advisor

We have a fantastic opportunity for a Client Advisor to join our Advisory team located in our Leeds office.

The Client Advisor will support Client/Account Executives in developing placement strategies for insurance renewals and managing mid-term changes to risk, contributing to the success of an established, market-leading insurance broker.

If you enjoy providing exceptional customer service, talking to people and have a good level of attention to detail and time management, then we’d love to hear from you.

We will rely 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.

Produce and/or request Insurer documentation

Review and comment on Indemnity and Insurance clauses.

What you need to have:

Proven experience of working with commercial insurance products.

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:

Cert CII qualification

Knowledge and understanding of Acturis

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
#MaCom

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 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.