Trainee Client Advisor

Marsh McLennan; Glasgow; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance company in Glasgow is seeking a Trainee Client Advisor to support both new and existing clients with commercial insurance products. This hybrid role requires working in the office four days a week. Responsibilities include managing client portfolios, ensuring client satisfaction, and developing strong relationships with insurer partners. The company offers excellent training, opportunities for professional growth, and a vibrant company culture.

Benefits

Professional development opportunities

Vibrant and inclusive company culture

Career advancement opportunities

Qualifications

• Minimum of 1 year experience in insurance, personal lines or commercial.
• Strong communication and administration skills demonstrated through education.
• Ability to work under pressure and manage multiple tasks.

Responsibilities

• Provide excellent client service and account management.
• Manage renewals, invoicing, and quotes for clients.
• Develop relationships with insurer partners for client benefit.

Skills

Client service

Organizational skills

Communication skills

Microsoft Office proficiency

Numeracy skills

Job description

Company

Marsh Commercial

Description

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

The role: Trainee Client Advisor

We have an exciting opportunity here at Marsh as we’re looking to recruit a Client Advisor to join us in our Enterprise Centre of Excellence. Within your role you’ll be responsible for servicing both new & existing clients with a range of commercial insurance products.

For this role we are happy to consider those with either personal lines or commercial insurance experience as well as those without any prior insurance experience.

If successful you’ll be provided with a first-class induction as well as be given the opportunity to attain chartered insurance qualifications.

Once you have received initial training and support you will be responsible for servicing a dedicated portfolio of clients. 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:

• Provide excellent client service on all aspects of account management to our clients ensuring client needs are identified and met in line with agreed service standards
• Ensure timely completion of all set tasks ensuring client satisfaction at all times
• Demonstrate your adaptability skills when required in order to support colleagues in completing business critical tasks
• Develop meaningful working relationships with our insurer partners through regular contact and liaison to better serve our clients
• Through training coaching and mentoring have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments

What you need to have

• Ideally you’ll have a minimum of 1 year’s experience within insurance this can be from either personal lines or within commercial insurance
• 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

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

Marsh 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 re‑assignment 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

Required Experience

Intern

Key Skills

Channel Marketing, Accounting Tally, CSS, Corporate Risk Management, Hibernate, Brokerage

Employment Type

Full-Time

Experience

years

Vacancy

1