New Business Client Advisor

Marsh & McLennan Companies; Leeds; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance brokerage in Leeds is seeking a talented New Business Client Advisor. In this hybrid role, you will handle new SME clients and service a range of commercial insurance policies. The ideal candidate has prior experience in client-facing roles, strong organizational skills, and is proficient in Microsoft Office. Join a supportive and dynamic team where you can develop your career in the insurance industry.

Benefits

Professional development opportunities

Supportive work culture

Inclusive environment

Qualifications

• Experience in an Insurance Account Manager role preferred.
• Demonstrated skills in administration.
• Ability to manage multiple inquiries simultaneously.

Responsibilities

• Manage all day-to-day queries, new business, and renewals.
• Build and maintain relationships with clients.
• Ensure client needs are met according to service standards.

Skills

Strong literacy and numeracy skills

Excellent communication skills

Organizational skills

Ability to work under pressure

Client/customer-facing experience

Education

Relevant qualifications/grades

Tools

Microsoft Office

Excel

Word

Outlook

Job description

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in the Leeds office. This is a hybrid role that has a requirement of working at least three days a week in the office.

The role: New Business Client Advisor

Within your role as a New Business Client Advisor, you’ll primarily be responsible for bringing in new SME clients to the Enterprise part of the business. Additionally, you’ll be responsible for servicing a range of commercial insurance policies.

This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.

As a Client Advisor, once you have received initial training and support, you will be responsible for servicing a new business clients, and this can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.

We will rely on you to:

• Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
• Manage all day-to-day queries, new business, renewals, amendments and mid-term adjustments.
• Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
• Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
• Maintain a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

What you need to have:

• Previous experience within a similar Insurance Account Manager role is preferred however client/customer facing experience gained from within a similar role or working environment will be considered.
• Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education.
• Ability to remain calm under pressure and be able to work flexibly when required.
• Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
• Have experience utilising the Microsoft Office suite and similar products.

What makes you stand out:

• A desire for a long-term career within the insurance industry.
• A thirst for learning and the opportunity to study for further insurance related qualifications.
• Previous experience within a similar role/industry.
• Excel, Word & Outlook knowledge.

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#
#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 [e-mail]. 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.