Commercial Client Advisor

Jobtailor; Plymouth; On-site; GBP 26,000 - 34,000; Full time

Job summary

Marsh is seeking an insurance support professional in Plymouth to assist Client Executives with renewal strategy and risk changes. You will review underwriting information for Commercial clients, prepare market presentations, and collate renewal terms using Marsh online trading systems.

Ideal candidates have experience in insurance or a strong academic record, excellent communication and organizational skills, and a proactive approach to problem-solving to deliver exceptional client outcomes.

Qualifications

• Previous experience in insurance, account management, or another client-facing role, or a strong academic record entering insurance.
• Strong communication, literacy, and numeracy skills.
• Ability to remain calm and professional while managing competing priorities in a fast-paced environment.
• Excellent organisational skills and ability to manage multiple enquiries and tasks simultaneously.
• Experience using Microsoft Office applications and other business systems.
• Proactive approach to problem-solving and delivering excellent client outcomes.
• Awareness of clients’ businesses, insurance programmes, and service plans.
• Genuine interest in a long-term career in the insurance industry.
• Enthusiasm for learning and progressing through professional insurance qualifications.
• Previous commercial insurance, fleet insurance, or related-industry experience is an advantage.
• Strong working knowledge of Microsoft Excel, Word, and Outlook is an advantage.
• Client-focused mindset and passion for building relationships and delivering exceptional service.
• Applications welcomed from A-Level leavers seeking a long-term insurance career.

Responsibilities

• Support Marsh Client Executives with placement strategy for insurance renewals.
• Administer mid-term changes to risk.
• Request and review underwriting information for Commercial clients.
• Understand client requirements.
• Prepare and submit market presentations and slips with Client Executives and the Placement Team.
• Use 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 renewal reports.
• Produce and/or request insurer documentation.
• Deliver exceptional service to Commercial clients and insurer partners throughout the insurance renewal cycle.

Skills

Client Management

Microsoft Excel

Organizational Skills

Communication Skills

Proactive Problem-Solving

Relationship Building

Education

A-Level qualifications or equivalent

Tools

Marsh Online Trading Systems

Microsoft Office

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

• Support Marsh Client Executives with placement strategy for insurance renewals
• Administer mid-term changes to risk
• Request and review underwriting information for Commercial clients
• Understand client requirements
• Prepare and submit market presentations and slips with Client Executives and the Placement Team
• Use 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 renewal reports
• Produce and/or request insurer documentation
• Deliver exceptional service to Commercial clients and insurer partners throughout the insurance renewal cycle

Requirements

• Previous experience in insurance, account management, or another insurance-related client-facing role, or a strong academic record and desire to enter insurance
• Strong communication, literacy, and numeracy skills
• Ability to remain calm and professional while managing competing priorities in a fast-paced environment
• Excellent organisational skills and ability to manage multiple enquiries and tasks simultaneously
• Experience using Microsoft Office applications and other business systems
• Proactive approach to problem-solving and delivering excellent client outcomes
• Awareness of clients’ businesses, business issues, insurance programmes, and service plans
• Genuine interest in a long-term career in the insurance industry
• Enthusiasm for learning and progressing through professional insurance qualifications
• Previous commercial insurance, fleet insurance, or related-industry experience is an advantage
• Strong working knowledge of Microsoft Excel, Word, and Outlook is an advantage
• Client-focused mindset and passion for building relationships and delivering exceptional service
• Applications welcomed from A-Level leavers seeking a long-term insurance career

Core Competencies

Demonstrates strong client management capabilities with a focus on delivering exceptional service throughout the insurance renewal cycle. Proficient in using Microsoft Office applications and possesses a proactive approach to problem-solving in a fast-paced environment.

Highest-signal resume keywords

• Client Management
• Insurance Knowledge
• Microsoft Excel
• Organizational Skills
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Insurance Placement Strategy
• Underwriting Information Review
• Market Presentations
• Client Renewal Reports
• Insurer Documentation Production

Soft Skills

• Proactive Problem-Solving
• Calm Under Pressure
• Relationship Building
• Exceptional Service Delivery
• Enthusiasm for Learning

Industry Keywords

• Commercial Insurance
• Fleet Insurance
• Client-Facing Role
• Insurance Programmes
• Service Plans

Tools & Technologies

• Marsh Online Trading Systems
• Microsoft Office
• Microsoft Excel
• Microsoft Word
• Microsoft Outlook