Insurance Trainee Client Advisor - Hybrid (Dundee)

Marsh Agency; Dundee; Hybrid; GBP 18.000 - 24.000; Vollzeit

Zusammenfassung

Marsh Commercial in Dundee is seeking a Trainee Client Advisor to service new and existing clients across commercial insurance products while developing your knowledge in the industry. This full-time, hybrid role is based in the Dundee office with a requirement to work 3-4 days per week in the office.

You’ll receive a thorough induction and the opportunity to work toward Chartered Insurance qualifications. The role focuses on account management, renewals, invoicing, quotes, and identifying

Qualifikationen

• Experience in insurance, customer service, administration, or sales.
• Strong literacy, numeracy, administration and communication skills.
• Excellent organisational skills with the ability to manage multiple enquiries and priorities.
• Ability to remain calm under pressure and work flexibly when required.
• Experience using Microsoft Office and similar business systems.

Aufgaben

• Provide excellent client service across account management, ensuring needs are met.
• Service a dedicated portfolio of clients, including renewals, invoicing, quotes and upselling opportunities.
• Complete tasks accurately and on time while handling client enquiries.
• Build effective working relationships with insurer partners through regular contact.
• Demonstrate adaptability by supporting colleagues with business-critical tasks and developing product knowledge.

Kenntnisse

Customer service

Administration

Sales

Personal lines

Commercial insurance

Microsoft Office

Tools

Microsoft Office

Jobbeschreibung

Marsh Commercial in Dundee is seeking a Trainee Client Advisor to service new and existing clients across commercial insurance products while developing your knowledge in the industry. This full-time, hybrid role is based in the Dundee office with a requirement to work 3-4 days per week in the office.

You’ll receive a thorough induction and the opportunity to work toward Chartered Insurance qualifications. The role focuses on account management, renewals, invoicing, quotes, and identifying