Trainee Insurance Broker

Marsh Risk; Penrith; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading global insurance broker is seeking an Associate Client Advisor in Penrith, UK. This role offers a unique opportunity to start a rewarding career in insurance, backed by training and certification. Responsibilities include managing client portfolios, ensuring excellent service, and participating in training programs for professional development. Candidates should have strong customer service skills and a minimum of 5 GCSEs, including English and Maths. This is a permanent, full-time position with career progression potential.

Benefits

Professional development opportunities

Inclusive work environment

Qualifications

• Experience in a client/customer facing role.
• Right to Work in the UK or Republic of Ireland.
• Ability to work independently.

Responsibilities

• Service a dedicated portfolio of clients.
• Manage renewals, invoicing, and new quotes.
• Provide excellent client service to meet needs.

Skills

Customer service skills

Attention to detail

Multitasking

Education

Minimum 5 GCSEs at Grades 9 – 4 including English & Maths

Completed A-Levels or equivalent

University degree or equivalent

Job description

Overview

Marsh Commercial is one of the UK’s leading commercial insurance brokers, a diverse community of colleagues serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Marsh Commercial is a member of the wider Marsh Group, with offices in more than 130 countries, and Marsh is the world’s leading insurance broker. This is the ideal opportunity for individuals who have completed further or higher education (e.g., A-Levels/equivalent or university degree) and are seeking a long-term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is backed by our training provider, BPP, offering expert insurance training and support alongside an apprenticeship qualification which includes Cert CII certification and a Level 3 Insurance Practitioner qualification. The role has an anticipated start date of January 2026.

The role: Associate Client Advisor / Trainee Insurance Broker

Responsibilities

• We recruit for potential and not industry experience; we seek individuals who aspire to be leading contributors to our business and who can embrace the opportunity to complete our apprenticeship funded training programme and attain chartered insurance qualifications
• This is a superb opportunity to launch an insurance career within a sustainable and exciting industry that provides aspirational individuals the platform for a long term insurance career
• As an Associate Client Advisor in one of our energetic customer focussed teams, once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients, which can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries
• Our Enterprise businesses operate from modern, fit for future offices with easy access via car or public transport routes
• This is a permanent, full time role
• You will commence your employment on our 18 month apprenticeship programme; on completion you will become a Client Advisor
• Potential future progression within the company, developing your role with continued support for advanced industry professional qualifications
• An unrivalled accelerated foundation to your career with a global leader in insurance broking and risk management

We will count on you to:

• Provide excellent client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards
• Speak with clients on a day-to-day basis via telephony and email platforms
• Utilise insurance broking systems on a daily basis
• Manage a portfolio of clients, understanding their needs and provide suitable products and solutions to mitigate their risk
• Ensure timely completion of all set tasks ensuring client satisfaction at all times
• Demonstrate adaptability to support colleagues in completing business critical tasks
• Develop meaningful working relationships with insurer partners through regular contact and liaison to better serve our clients
• Through training, coaching and mentoring have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments

What you need to have:

• Previous experience within a client/customer facing role, which can be gained from roles in environments such as retail, hospitality, food & beverage, etc.
• Excellent customer service skills
• Right to Work in the UK or Republic of Ireland (no visa sponsorship provided)
• Minimum 5 GCSEs at Grades 9 – 4 (including English & Maths)
• Good attention to detail
• Ability to multitask and prioritise responsibilities
• Ability to work independently

What makes you stand out:

• Have completed A-Levels (or equivalent)
• University degree educated (or equivalent)
• Team player with a willingness to share ideas, knowledge and experiences
• Demonstrate enthusiasm and pride in maintaining a high standard of work
• Keen interest to work in a diverse and collaborative environment

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.

Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $24 billion and more than 90,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, 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].

R_330302