Trainee Client Advisor - Insurance, Hybrid, Career Growth

Marsh; Glasgow; Hybrid; GBP 25,000 - 34,000; Full time

Benefits offered by this job

Hybrid work model

Chartered qualifications support

Job summary

Marsh Commercial seeks a motivated Trainee Client Advisor to service new and existing clients across a range of commercial insurance products while building knowledge in the insurance industry. This full-time, hybrid role is based in Glasgow, with 3–4 days in the office each week.

You’ll receive a strong induction and have opportunities to work toward Chartered Insurance qualifications with coaching and mentoring.

Qualifications

• Experience in insurance, customer service, administration, or sales.
• Strong literacy, numeracy, administration, and communication skills.
• Excellent organizational skills, with the ability to manage multiple enquiries and priorities.
• Ability to remain calm under pressure and work flexibly when required.
• Experience using Microsoft Office and similar business systems.

Responsibilities

• Provide excellent client service across all aspects of account management, ensuring client needs are identified and met in line with agreed service standards.
• Service a dedicated portfolio of clients, including managing renewals, invoicing, producing new quotes, and identifying upselling and cross-selling opportunities.
• Complete tasks accurately and on time while managing client enquiries and maintaining high levels of client satisfaction.
• Build effective working relationships with insurer partners through regular contact and liaison.
• Demonstrate adaptability by supporting colleagues with business-critical tasks and developing your knowledge of the insurance products we provide.

Skills

Customer service

Administration

Sales

Insurance

Microsoft Office

Job description

Marsh Commercial seeks a motivated Trainee Client Advisor to service new and existing clients across a range of commercial insurance products while building knowledge in the insurance industry. This full-time, hybrid role is based in Glasgow, with 3–4 days in the office each week.

You’ll receive a strong induction and have opportunities to work toward Chartered Insurance qualifications with coaching and mentoring.