Insurance Apprenticeship: Launch Your Client Advisor Career

Marsh Risk

Cardiff

On-site

GBP 20,000 - 24,000

Full time

14 days+
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Job summary

Marsh Commercial is recruiting for an Associate Client Advisor / Trainee Insurance Broker in Cardiff. You will start on an 18-month apprenticeship funded programme and, upon completion, become a Client Advisor.

The role focuses on servicing a portfolio of clients, renewals, quotes and upselling insurance solutions. You’ll work within a supportive team with ongoing training through BPP, including Cert CII and a Level 3 Insurance Practitioner qualification, with clear paths for progression as you

Qualifications

  • Previous experience in a client-facing role is preferred.
  • Excellent customer service skills are essential.
  • Right to work in the UK or ROI (no visa sponsorship provided).
  • Minimum GCSEs at grades 9–4 including English and Maths.
  • Good attention to detail and ability to multitask.
  • Ability to work independently.

Responsibilities

  • Provide excellent client service across account management for a dedicated portfolio.
  • Speak with clients daily via phone and email to manage renewals and queries.
  • Use insurance broking systems on a daily basis.
  • Analyse client needs and offer suitable insurance products to mitigate risk.
  • Ensure timely completion of tasks to maintain client satisfaction.
  • Build relationships with insurer partners to better serve clients.
  • Develop knowledge of major insurance classes through training and mentoring.

Skills

Customer service
Communication
Multitasking

Education

GCSEs incl. English & Maths
A-Levels or equivalent
University degree

Tools

Insurance broking systems

Job description

Marsh Commercial is recruiting for an Associate Client Advisor / Trainee Insurance Broker in Cardiff. You will start on an 18-month apprenticeship funded programme and, upon completion, become a Client Advisor.

The role focuses on servicing a portfolio of clients, renewals, quotes and upselling insurance solutions. You’ll work within a supportive team with ongoing training through BPP, including Cert CII and a Level 3 Insurance Practitioner qualification, with clear paths for progression as you

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