Trainee Insurance Client Manager (Private Clients)

Marsh; Glasgow; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the insurance industry is seeking a Trainee Insurance Client Manager to join their Private Clients team. This role offers a fantastic opportunity to launch a career in insurance, with a focus on client interaction and support. Ideal candidates will have strong communication skills and a desire for long-term growth within the insurance sector. The position is hybrid, allowing for a mix of remote and office work in various UK locations.

Benefits

Professional development opportunities

Vibrant and inclusive culture

Qualifications

• Previous experience in a client/customer-facing role.
• Strong literacy, numeracy, administration, and communication skills.
• Ability to remain calm under pressure and adapt to changing priorities.

Responsibilities

• Handle both new and existing customer enquiries on behalf of the Account Executives.
• Manage administrative processes for new business, mid-term adjustments, and renewals.
• Build relationships with insurers to secure the best terms and pricing for clients.

Skills

Communication

Organizational Skills

Numeracy

Calm under Pressure

Tools

Microsoft Office Suite

Job description

Trainee Insurance Client Manager (Private Clients)

Join to apply for the Trainee Insurance Client Manager (Private Clients) role at Marsh

Trainee Insurance Client Manager (Private Clients)

23 hours ago Be among the first 25 applicants

Join to apply for the Trainee Insurance Client Manager (Private Clients) role at Marsh

Get AI-powered advice on this job and more exclusive features.

Marsh Commercial, the leading insurance broker in the UK, is seeking a Trainee Insurance Client Manager to support our Private Clients team. This is an exciting opportunity to kickstart your career in insurance with a company that values diversity and client satisfaction. This role will be based in Leeds, Glasgow, Worcester, Edinburgh, or Letchworth. This is a hybrid working role that has a requirement of at least four days per week in the office.

The role: Trainee Client Manager

We recruit for potential and not industry experience, we are seeking individuals who aspire to be leading contributors to our business.

This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.

We will count on you to:

• Handle both new and existing customer enquiries on behalf of the Account Executives.
• Manage administrative processes for new business, mid-term adjustments, and renewals.
• Ensure prompt and efficient handling of client requests in compliance with regulatory guidelines.
• Build relationships with insurers to secure the best terms and pricing for clients.
• Maintain accurate records and documentation of all client interactions and policy details.
  
  

What you need to have:

• Previous experience in a client/customer-facing role (e.g., retail, hospitality, food & beverage).
• Strong literacy, numeracy, administration, and communication skills.
• Ability to remain calm under pressure and adapt to changing priorities.
• Excellent organizational skills with the capability to manage multiple enquiries simultaneously.
• Proficiency in Microsoft Office Suite and similar software.
  
  

What makes you stand out:

• A desire for a long-term career in the insurance industry.
• A passion for learning and pursuing further insurance-related qualifications.
• Prior insurance experience (not essential but a plus).
  
  

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.
  
  

#hybrid

#maCom

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].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

R_303859

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance and Business Consulting and Services

Referrals increase your chances of interviewing at Marsh by 2x

Sign in to set job alerts for “Private Client Manager” roles.

Senior Wealth Consultant – HNW and Professional Partnerships

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 1 month ago

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 2 weeks ago

Financial Adviser - salaried or self employed, home based

Glasgow, Scotland, United Kingdom 1 day ago

Mortgage and Protection Advisor (Leads Provided)

Glasgow, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 3 weeks ago

Glasgow, Scotland, United Kingdom 11 hours ago

Glasgow, Scotland, United Kingdom 1 month ago

Glasgow, Scotland, United Kingdom 1 week ago

Kirkintilloch, Scotland, United Kingdom 2 weeks ago

Glasgow City, Scotland, United Kingdom 2 weeks ago

Glasgow, Scotland, United Kingdom 23 hours ago

Airdrie, Scotland, United Kingdom 2 weeks ago

Airdrie, Scotland, United Kingdom 2 weeks ago

Glasgow City, Scotland, United Kingdom 1 month ago

Glasgow, Scotland, United Kingdom 2 days ago

Glasgow, Scotland, United Kingdom 11 hours ago

Glasgow, Scotland, United Kingdom 1 day ago

Bellshill, Scotland, United Kingdom 2 weeks ago

Stirling, Scotland, United Kingdom 3 hours ago

Glasgow, Scotland, United Kingdom 1 year ago

Glasgow, Scotland, United Kingdom 1 week ago

Senior IFA administrator, Technical Report Writer

Glasgow, Scotland, United Kingdom 1 day ago

Mortgage and Protection Adviser - Glasgow

Glasgow, Scotland, United Kingdom 1 week ago

Stirling, Scotland, United Kingdom 1 week ago

Stirling, Scotland, United Kingdom 1 week ago

Hamilton, Scotland, United Kingdom 2 months ago

Glasgow, Scotland, United Kingdom 1 week ago

Glasgow, Scotland, United Kingdom 2 weeks ago

Stirling, Scotland, United Kingdom 1 day ago

Glasgow, Scotland, United Kingdom 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.