Trainee Client Advisor - Trade Credit

Marsh McLennan; Birmingham; Hybrid; GBP 20,000 - 26,000; Full time

Benefits offered by this job

Hybrid work model

Apprenticeship training programme

Job summary

Marsh in Birmingham is seeking a Trainee Client Advisor to join our Trade Credit team. The role is hybrid with a mix of office-based and home working and includes an apprenticeship training programme and qualification.

You will assist the Client Executive team with daily servicing, manage credit limit requirements via insurer portals, and support accurate policy compliance. A strong organisational mindset and clear communication with brokers and carriers are essential.

Qualifications

• 5 GCSEs at Grades 9–4 including English & Maths.
• Interest in insurance operations or administrative roles.
• Strong organisational skills with ability to prioritise high-volume workload.
• Excellent written and verbal communication with brokers and carriers.
• Attention to detail and accurate data entry.

Responsibilities

• Assist Client Executive team with daily servicing and renewals.
• Manage client credit limit requirements via insurer online portals.
• Provide clients with guidance to adhere to policy terms and conditions.
• Support client meetings with data gathering, minutes, and action tracking.
• Build relationships across Marsh and with external stakeholders.
• Ensure adherence to business processes and systems.

Skills

Organisational skills

Communication skills

Attention to detail

Time management

Education

5 GCSEs including English & Maths

Tools

Insurance portals

Job description

Company:

Marsh

Description:

We are seeking a talented individual to join our Trade Credit team at Marsh, this role is based out of our Birmingham office as part of the Corporate team and is a hybrid role that has a mixture of office based and home working.

This is an exciting opportunity for a Trainee Client Advisor to join our successful Trade Credit team. Trade Credit Insurance provides cover against the risk of businesses not being paid for goods or services that they sell. Marsh work with clients in a wide range of sectors across the UK, creating varied and engaging job responsibilities. This role is perfect for someone looking to start a career within insurance working for a global leader within a niche market and is accompanied with an apprenticeship training programme and qualification.

We will count on you to:

• Assist the Client Executive team with the daily servicing of our clients and with the renewal process.
• Manage credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers.
• Provide our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, submitting claims on time etc.
• Support the Client Executive in client meetings, including gathering data ahead of meetings, produce meeting minutes, and managing any resulting action points.
• Actively build relationships across Marsh and with external stakeholders.
• Ensure adherence to business processes, systems and procedures at all times.

What you need to have:

• 5 GCSE’s at Grades 9 – 4 (including English & Math’s)
• Previous experience or deep interest in insurance operations, account administration, broking support, or a related administrative role.
• Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs.
• Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams.
• High attention to detail and accurate data entry skills.