Trainee Client Advisor - Trade Credit

Marsh; Birmingham; Hybrid; GBP 18,000 - 21,000; Full time

Benefits offered by this job

Hybrid work arrangement

Apprenticeship training programme

Career development opportunities

Job summary

Marsh in Birmingham is seeking a Trainee Client Advisor to join our Trade Credit team. The role is based in our Birmingham office and operates as a hybrid position with a mix of office-based and home working. This apprenticeship programme offers a route into insurance with hands-on responsibilities.

You will support the Client Executive team with daily servicing, renewals, and data gathering for meetings, while building relationships across Marsh and with external stakeholders.

Qualifications

• Five GCSEs at grades 9–4, including English and Maths.
• Previous experience or deep interest in insurance operations or related admin role.
• Strong organisational skills with ability to prioritise high-volume workload and meet tight SLAs.
• Excellent written and verbal communication with brokers, carriers and offshore teams.
• High attention to detail and accurate data entry.
• Proactive, reliable and collaborative approach.

Responsibilities

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

Skills

Organisational skills

Written communication

Verbal communication

Attention to detail

Proactive

Collaboration

Education

GCSEs English & Maths

Tools

Insurer portals

Job 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.
• A proactive, reliable, and collaborative approach.

What makes you stand out:

• An interest in insurance, account handling, or how policies and endorsements are managed.
• A keen eye for detail and a willingness to learn how to check, track, and update information accurately.
• An interest in working in a fast-paced environment where priorities can change and teamwork matters.
• A proactive attitude and an eagerness to ask questions, learn quickly, and take ownership of your work.
• An interest in improving ways of working and helping teams stay organized and efficient.

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.

About Us:

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].

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.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh 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].

Marsh 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 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.