Trainee Insurance Broker

National African-American Insurance Association (NAAIA); United Kingdom; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading insurance brokerage in the UK is seeking an Associate Client Advisor as part of their apprenticeship program. This full-time position involves managing a dedicated client portfolio, providing exceptional customer service, and receiving training for insurance qualifications. Ideal candidates will have excellent communication skills and a proactive approach to clients. The role provides opportunities for career progression within the company.

Benefits

Professional development opportunities

Supportive work culture

Career progression opportunities

Qualifications

• Previous experience in a client/customer-facing role.
• Right to Work in the UK or Republic of Ireland.
• Demonstrated ability to prioritize responsibilities.

Responsibilities

• Provide excellent client service on all aspects of account management.
• Manage a portfolio of clients and their needs.
• Utilize insurance broking systems on a daily basis.

Skills

Excellent customer service skills

Attention to detail

Ability to multitask

Ability to work independently

Education

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

A-Levels or equivalent

University degree or equivalent

Job description

Overview

Marsh Commercial is one of the UK's leading commercial insurance brokers. We are 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 and, with offices in more than 130 countries, Marsh is the world's leading insurance broker.

This is an excellent opportunity for individuals who have completed further or higher education (i.e., A-Levels/equivalent or a university degree) and are seeking a long-term, exciting and rewarding career in insurance. Our Associate Client Advisor Program is supported by our training provider, BPP, which will provide expert insurance training and support alongside an apprenticeship qualification that includes the Cert CII certification and a Level 3 Insurance Practitioner qualification.

The role: Associate Client Advisor / Trainee Insurance Broker

• We recruit for potential and not industry experience. We are seeking 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 with a platform for a long-term insurance career.
• As an Associate Client Advisor in one of our energetic customer-focused teams, and once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients. This can involve managing renewals, invoicing, producing new quotes, upselling/cross-selling additional products, and handling any additional queries that are presented.
• Our Enterprise businesses operate from modern, fit-for-purpose 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, understand 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 when required to support colleagues in completing business-critical tasks.
• Develop meaningful working relationships with our 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 we offer and stay 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 similar roles or from environments such as (but not limited to) 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, 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].