Trainee Insurance Broker. Job in Leeds Education & Training Jobs

Marsh McLennan; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the UK insurance sector is seeking driven individuals for the Associate Client Advisor program. This position offers a structured apprenticeship that leads to certification in insurance, focusing on customer management within a supportive team environment. Ideal candidates are those with a strong educational background and a passion for client service and insurance careers.

Benefits

Professional development opportunities

Supportive work culture

Career progression opportunities

Inclusive environment

Qualifications

• Strong customer service skills and previous client-facing experience.
• Management of client portfolios after initial training.
• Education requirements include GCSEs, A-Levels or a university degree.

Responsibilities

• Responsible for managing renewals and client interactions.
• Utilizing insurance systems to handle client queries.
• Ensuring client satisfaction and service standard adherence.

Skills

Sales Experience

Presentation Skills

Time Management

Customer Service

Communication skills

Phone Etiquette

Education

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

A-Levels or equivalent

University degree

Job description

Company:

Marsh Commercial

Description:

The company: Marsh Commercial

Marsh Commercial is one of the UKs 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 member of the wider Marsh Group and with offices in more than 130 countries Marsh is the worlds leading insurance broker.

We are currently recruiting for our June/July 2025 programme intake and welcome applications from individuals interested in commencing an insurance career.

This is the perfect opportunity for individuals who have completed further or higher education (i.e ALevels or equivalent or university degree) and are looking for a long term exciting and rewarding career in insurance.

Our Associate Client Advisor Program is backed up by our training provider BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification.

The role: Associate Client Advisor / Trainee Insurance Advisor

• 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 the platform for a long term insurance career

• As a Associate Client Advisor in one of our energetic customer focussed 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 quotesupselling/cross selling additional products whilst handling any additional queries that are presented

What can you expect

• 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 of this 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 ofaccount managementto our clients ensuring client needs are identified and met inlinewith agreed service standards

• Speak with clients on a daytoday 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 your adaptability skills when required in order 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 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 this can be gained from within a similar role or working in 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)

What makes you stand out:

• Have completed ALevels (or equivalent)

• University degree educated

• 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

• Good attention to detail

• Ability to multitask and prioritise responsibilities

• Ability to work independently

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 wellbeing.

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

Required Experience:

Intern

Key Skills
Sales Experience,Presentation Skills,Time Management,Customer Service,Communication skills,Microsoft Outlook,Workers' Compensation Law,Outside Sales,Underwriting,Insurance Sales,Customer relationship management,Phone Etiquette
Employment Type : Full-Time
Experience: years
Vacancy: 1