Trainee Insurance Advisor

Marsh & McLennan Companies; Worcester; On-site; GBP 25,000 - 30,000; Full time

Job summary

Une entreprise de courtage d'assurance réputée recherche un Associate Client Advisor pour fournir un service client exceptionnel et gérer les comptes clients. Ce rôle offre un apprentissage pratique et des chances de progression de carrière dans un environnement dynamique. Les candidats doivent avoir au moins 5 GCSE et être prêts à s'engager dans une formation pour obtenir des qualifications professionnelles en assurance.

Benefits

Opportunités de développement professionnel

Culture inclusive

Accès à des opportunités de carrière variées

Qualifications

• Expérience dans un rôle orienté client, idéalement dans le commerce de détail, l'hospitalité ou la restauration.
• Compétences en service à la clientèle excellentes requises.
• Capacité à travailler de manière autonome.

Responsibilities

• Gérer des portefeuilles clients et répondre à leurs besoins avec des solutions appropries.
• Communiquer avec les clients par téléphone et par e-mail.
• Utiliser quotidiennement des systèmes d'assurance.

Skills

Service à la clientèle

Attention aux détails

Multitâche

Education

5 GCSE's de grades 9-4, y compris l'anglais et les maths

A-Levels ou équivalent

Diplôme universitaire ou équivalent

Job description

Company: Marsh Commercial

Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, serving a diverse community of clients with insurance, risk management, and employee health and benefits solutions. As a member of the Marsh Group, which operates in over 130 countries, Marsh is the world’s leading insurance broker.

This is an excellent opportunity for individuals who have completed further or higher education (such as A-Levels/equivalent or a university degree) and are seeking a long-term, rewarding career in insurance.

Our Associate Client Advisor Program, supported by our training provider BPP, offers expert insurance training and an apprenticeship qualification, including Cert CII and Level 3 Insurance Practitioner qualifications.

The role: Associate Client Advisor / Trainee Insurance Advisor

1. We recruit based on potential, not industry experience. We seek individuals eager to contribute to our business and willing to complete our apprenticeship training to attain chartered insurance qualifications.
2. This role offers a fantastic start in an industry that supports long-term career growth in insurance.
3. As an Associate Client Advisor, you will service a portfolio of clients, managing renewals, invoicing, quoting, upselling, and addressing client queries after receiving initial training and support.
4. Our offices are modern and accessible by car or public transport.
5. This is a permanent, full-time position.
6. Your employment will begin with an 18-month apprenticeship, after which you will become a Client Advisor.
7. There are opportunities for career progression and further professional qualifications.
8. You will gain a solid foundation in insurance broking and risk management.

Responsibilities include:

1. Providing excellent client service and managing client accounts to meet service standards.
2. Communicating with clients via phone and email.
3. Using insurance systems daily.
4. Managing client portfolios, understanding their needs, and recommending suitable solutions.
5. Completing tasks promptly to ensure client satisfaction.
6. Supporting colleagues in critical tasks when needed.
7. Building relationships with insurer partners to serve clients better.
8. Gaining knowledge of all major insurance classes and staying updated on new developments.

Requirements:

1. Experience in a client-facing role, from sectors like retail, hospitality, or food & beverage.
2. Excellent customer service skills.
3. Right to work in the UK or Ireland (no visa sponsorship).
4. At least 5 GCSEs at Grades 9-4, including English and Maths.
5. Good attention to detail.
6. Ability to multitask and prioritize.
7. Ability to work independently.

Preferred qualities:

1. Completed A-Levels or equivalent.
2. University degree or equivalent.
3. Team-oriented with a collaborative attitude.
4. Enthusiastic and committed to high standards.
5. Interest in working in a diverse environment.

Why join us:

1. We support your professional development with meaningful work and supportive leadership.
2. We promote an inclusive culture where you can collaborate and innovate.
3. Our size provides diverse career opportunities, benefits, and rewards for well-being.

Marsh McLennan, the parent company, is committed to diversity and inclusion and provides reasonable accommodations for candidates with disabilities.