Trainee Insurance Broker

Marsh & McLennan Companies, Inc.; Worcester; On-site; GBP 20,000 - 28,000; Full time

Job summary

Join a leading insurance broker's apprenticeship program as a Trainee Insurance Broker. This role offers the chance to build a successful career through structured training, including obtaining chartered qualifications. Ideal for those passionate about client service and seeking long-term growth in the insurance sector.

Benefits

Professional development opportunities

Inclusive workplace culture

Supportive leadership

Qualifications

• Previous experience in a client/customer-facing role preferred.
• Excellent customer service skills required.
• Minimum 5 GCSEs at grades 9-4 including English and Maths.

Responsibilities

• Service a dedicated portfolio of clients, managing renewals and invoicing.
• Communicate daily with clients via phone and email.
• Utilize insurance broking systems and produce quotes.

Skills

Customer service skills

Attention to detail

Ability to multitask

Communication skills

Education

5 GCSEs at grades 9-4, including English and Maths

A-Levels or equivalent

University degree or equivalent

Job description

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Trainee Insurance Broker
Marshmercial

Description:

Marshmercial 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.

Marshmercial is a member of the wider Marsh Group, with offices in more than 130 countries. Marsh is the world's leading insurance broker.

This is a perfect opportunity for individuals who have completed further or higher education (A-Levels/equivalent or 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 offers 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

1. We recruit for potential, 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 program and attain chartered insurance qualifications.
2. This role offers a superb opportunity to launch an insurance career within a sustainable and exciting industry, providing a platform for a long-term insurance career.
3. As an Associate Client Advisor in one of our energetic, customer-focused teams, and after receiving initial training and support, you will be responsible for servicing a dedicated portfolio of clients. This involves managing renewals, invoicing, producing new quotes, upselling/cross-selling additional products, and handling client queries.
4. Our enterprise businesses operate from modern, future-ready offices with easy access via car or public transport.
5. This is a permanent, full-time role.
6. You will begin your employment on our 18-month apprenticeship program. Upon completion, you will become a Client Advisor.
7. Potential for future progression within the company, with continued support for advanced industry professional qualifications.
8. This provides an unrivaled accelerated foundation for your career with a global leader in insurance broking and risk management.

We will count on you to:

1. Provide excellent client service across all aspects of account management, ensuring client needs are identified and met according to service standards.
2. Communicate with clients daily via phone and email platforms.
3. Utilize insurance broking systems regularly.
4. Manage a client portfolio, understanding their needs and providing suitable products and solutions to mitigate risks.
5. Complete all tasks timely to ensure client satisfaction.
6. Demonstrate adaptability to support colleagues in completing critical business tasks.
7. Develop strong relationships with insurer partners through regular contact and liaison to better serve clients.
8. Through training, coaching, and mentoring, gain a thorough understanding of all major classes of insurance offered and stay updated on new technical and product developments.

What you need to have:

1. Previous experience in a client/customer-facing role, which could be from retail, hospitality, food & beverage, or similar environments.
2. Excellent customer service skills.
3. Right to work in the UK or Republic of Ireland (no visa sponsorship provided).
4. Minimum 5 GCSEs at grades 9-4, including English and Maths.
5. Good attention to detail.
6. Ability to multitask and prioritize responsibilities.
7. Ability to work independently.

What makes you stand out:

1. Completed A-Levels or equivalent.
2. University degree or equivalent.
3. Team player willing to share ideas, knowledge, and experiences.
4. Enthusiastic with pride in maintaining high standards of work.
5. Keen interest in working within a diverse and collaborative environment.

Why join our team:

1. We support your development through professional opportunities, interesting work, and supportive leadership.
2. We foster an inclusive culture where you can collaborate with talented colleagues to create innovative solutions and make an impact.
3. Our scale offers diverse career opportunities, along with 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 over 90,000 colleagues, Marsh McLennan helps build confidence to thrive through the power of perspective. For more information, visit Marsh or follow us 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 talent and embrace diversity across all protected characteristics. We are an equal opportunities employer and committed to providing reasonable adjustments for candidates with disabilities. If you require adjustments, please contact us at [e-mail].