Trainee Client Manager – Marsh Private Clients

Marsh McLennan; City of Edinburgh; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading insurance broker in the UK is looking for a Trainee Insurance Client Manager to join their Private Clients team. This hybrid role involves handling client inquiries and managing administrative processes, requiring excellent communication, numeracy, and organizational skills. Candidates should possess a desire for a career in insurance and a willingness to learn. This opportunity is ideal for individuals aiming for a long-term career in a supportive and inclusive environment.

Benefits

Professional development opportunities

Inclusive work culture

Career advancement options

Qualifications

• Previous experience in a client/customer-facing role (e.g., retail, hospitality).
• Ability to remain calm under pressure and adapt to changing priorities.
• Excellent organizational skills with the capability to manage multiple inquiries.

Responsibilities

• Handle customer enquiries on behalf of the Account Executives.
• Manage administrative processes for new business and renewals.
• Build relationships with insurers to secure the best terms for clients.

Skills

Client-facing experience

Strong literacy and numeracy skills

Organizational skills

Communication skills

Proficiency in Microsoft Office

Job description

Marsh Commercial the leading insurance broker in the UK is seeking a Trainee Insurance Client Manager to support our Private Clients team . This is an exciting opportunity to kickstart your career in insurance with a company that values diversity and client satisfaction. This role will be based in Glasgow or Edinburgh.

This is a hybrid working role that has a requirement of at least four days per week in the office.

The role: Trainee Client Manager

We recruit for potential and not industry experience we are seeking individuals who aspire to be leading contributors to our business.

This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.

We will count on you to :

• Handle both new and existing customer enquiries on behalf of the Account Executives.
• Manage administrative processes for new business mid-term adjustments and renewals.
• Ensure prompt and efficient handling of client requests in compliance with regulatory guidelines.
• Build relationships with insurers to secure the best terms and pricing for clients.
• Maintain accurate records and documentation of all client interactions and policy details.

What you need to have :

• Previous experience in a client / customer-facing role (e.g. retail hospitality food & beverage).
• Strong literacy numeracy administration and communication skills.
• Ability to remain calm under pressure and adapt to changing priorities.
• Excellent organizational skills with the capability to manage multiple enquiries simultaneously.
• Proficiency in Microsoft Office Suite and similar software.

What makes you stand out :

• A desire for a long-term career in the insurance industry.
• A passion for learning and pursuing further insurance-related qualifications.
• Prior insurance experience (not essential but a plus).

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.

#hybrid

#maCom

Marsh a business of Marsh McLennan (NYSE : MMC) is the worlds 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 90000 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 at

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 :

Manager

Employment Type :

Full-Time

Experience :

years

Vacancy :

1