Trainee Client Advisor

International Catalyst Services, LLC; Leeds; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

Join a forward-thinking company as a Client Advisor in a hybrid role that allows you to work both in the office and remotely. This exciting position offers the chance to service a diverse portfolio of clients with commercial insurance products. You will receive comprehensive training and support, allowing you to thrive in your role and develop your career within the insurance industry. With a focus on personal development, this innovative firm fosters a vibrant culture where your contributions can make a real difference. If you are passionate about client service and eager to learn, this is the perfect opportunity for you.

Benefits

Professional Development Opportunities

Supportive Leadership

Inclusive Culture

Career Advancement Opportunities

Qualifications

• 1+ years of experience in insurance is ideal but not essential.
• Strong communication and organizational skills are crucial.

Responsibilities

• Provide excellent client service and manage client accounts.
• Handle renewals, invoicing, and upselling additional products.

Skills

Client Service

Communication Skills

Organizational Skills

Adaptability

Numeracy

Literacy

Education

High School Diploma

Insurance Qualifications

Tools

Microsoft Office Suite

Job description

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

The role: Client Advisor

We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a number of Client Advisors 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 without prior insurance experience, as well as those with a background in personal lines or commercial insurance. 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; however, this is not essential as full training can be provided.
• 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.
• Experience utilizing 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.