Trainee Client Advisor - Insurance Broking

Marsh & McLennan Companies; Reading; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance broker in Reading is seeking an Associate Client Advisor to join their Corporate Team. The role is ideal for those with a strong educational background aiming to support clients in insurance, risk management, and employee benefits. Responsibilities include completing qualifications, assisting on insurance placements, and collaborating with experienced advisors. The position offers a mix of office and remote working in a supportive environment focused on professional development.

Benefits

Professional development opportunities

Supportive leadership

Vibrant and inclusive culture

Qualifications

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

Responsibilities

• Complete Insurance Practitioner qualifications.
• Support Marsh Client Executives regarding placement strategy.
• Request and review underwriting information on behalf of clients.
• Prepare and submit accurate market presentations.
• Utilise Marsh online trading systems for renewal terms.
• Collaborate with Client Executives for renewal reports.
• Produce and/or request insurer documentation.
• Review and comment on Indemnity and Insurance clauses.

Skills

Strong business acumen

Problem-solving skills

Excellent verbal communication

Excellent written communication

Ability to work in teams

Education

A-Level qualifications or equivalent

Job description

Company: Marsh Commercial Description:

Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

Trainee/Associate Client Advisor

We have a fantastic opportunity to join our Corporate Team as an 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 Corporate 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 clientsrisk managementand work with the broking teams to manage and optimize our value proposition.

This position is located in our Reading or Southampton offices and the successful individual will have the opportunity to split their working week between the physical office and remote working.

Working within an established team as part of a prominent global broker allows you to further develop your career whilst allow opening the door to myriad of opportunities in the future with Marsh.

What can you expect?

• The opportunity to join a growing and highly successful team working with some of the UK’s largest and best known companies 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 Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk
• Request and review underwriting information on behalf of corporate 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 world’s 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 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.

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].