Trainee Client Advisor Insurance

Marsh McLennan; Cardiff; Hybrid; GBP 20,000 - 25,000; Full time

Job summary

A leading global insurance broker in Cardiff is looking for a Trainee/Associate Client Advisor. This entry-level role is perfect for individuals with strong academic backgrounds aspiring to build a career in insurance. You will support experienced Client Advisors in managing clients' risks and developing tailored insurance programs. The company offers extensive training, enabling you to work with local authorities and enhance your skills in a collaborative environment. Join a dynamic team dedicated to excellence in client service.

Benefits

Professional development opportunities

Inclusive culture

Career progression

Qualifications

• Strong educational background or completed higher education.
• Right to work in the UK or Republic of Ireland without visa sponsorship.

Responsibilities

• Complete Insurance Practitioner qualifications from the Chartered Insurance Institute.
• Support Client Executives with insurance renewals and mid-term changes.
• Request and review underwriting information for clients.
• Prepare and submit market presentations and slips.
• Utilize online trading systems for negotiating renewal terms.
• Collaborate to prepare client renewal reports.

Skills

Strong business acumen

Problem-solving skills

Excellent verbal communication

Excellent written communication

Ability to work in teams

Customer service

Education

A-Level qualifications or equivalent

Job description

Company:

Description:

Trainee/Associate Client Advisor

We have a fantastic opportunity to join our Public Sector Team in our Cardiff office as a Trainee/Associate Client Advisor. This is the perfect role for someone with a strong educational background with ambitions to join an established market leading insurance broker.

Within this role you will have the opportunity to join our exciting Public Sector practice where you will be supporting a team of experts on selecting and acquiring the optimum insurance programme; as well as working with a team of experienced Client Advisors and Executives on understanding our clients business the challenges they face their risks and what value looks like for them. As you progress through the training programme you will then be in a position to learn how to advise on the best course of action for our clients risk management and work with the broking teams to manage and optimize our value proposition.

Developing your skills within an established team will allow you to develop your career whilst opening the door to a myriad of opportunities within the company.

What can you expect

• The opportunity to join a growing and highly successful team working with local authorities such as Police Fire and NHS operations on bespoke and complex insurance arrangements including global programs
• A team that strive to deliver best practice market leading service and solutions with a focus on client service excellence
• To build and maintain an excellent rapport with our clients providers and colleagues across Marsh
• Excellent training and development with the ongoing career opportunities

We will count on you to:

• Complete Insurance Practitioner qualifications achieving accreditation from the Chartered Insurance Institute
• Support Marsh Public Sector Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk
• Request and review underwriting information on behalf of public sector clients and understand their requirements
• Prepare and submit accurate market presentations and slips in consultation with the Client Executives and the Placement Team
• Utilise Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers
• Collaborate with Client Executives and Placement Teams to prepare client renewal reports
• Produce and/or request insurer documentation
• Review and comment on Indemnity and Insurance clauses

What you need to have:

• A-Level qualifications (or equivalent) or have completed higher education
• Right to Work in the UK or Republic of Ireland (no visa sponsorship provided)

What makes you stand out:

• Strong business acumen and problem‑solving skills
• Excellent verbal and written communication skills
• Ability to work in teams and cultivate relationships
• A strong ambition to build a career with the worlds leading insurance broker and risk adviser

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 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.

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 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. 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.

Required Experience: Intern

Key Skills:

• Estate Law
• Sales Experience
• Direct Sales
• Time Management
• Trusts
• Quality Assurance
• Customer Service
• Swift
• Training & Development
• Insurance Sales
• Medicare
• Wills

Employment Type: Full‑Time

Experience: years

Vacancy: 1