Client Advisor

2 Months ago • 1 Years +

Job Summary

Job Description

The Client Advisor will service new and existing clients with commercial insurance products. Responsibilities include managing renewals, invoicing, producing quotes, upselling, and handling client queries. They will also provide excellent client service, ensure timely task completion, and develop relationships with insurer partners. Training and support will be provided, along with the opportunity to obtain chartered insurance qualifications. This role requires excellent client service, organizational skills, and adaptability. The Client Advisor will be responsible for a dedicated portfolio of clients and will handle renewals, invoicing, produce new quotes, upselling and cross selling additional products while handling any additional queries.
Must have:
  • 1+ years of experience within insurance
  • Strong literacy, numeracy, administration, and communication skills
  • Ability to remain calm under pressure and work flexibly
  • Excellent organizational skills
  • Experience using Microsoft Office suite
Good to have:
  • Desire for a long-term career in insurance
  • A thirst for learning and further qualifications
Perks:
  • Professional development opportunities
  • Interesting work and supportive leaders
  • Vibrant and inclusive culture
  • Career opportunities, benefits, and rewards

Job Details

Company:

Marsh Commercial

Description:

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Bristol. This is a hybrid role that has a requirement of working at least four days a week in the office.

The role: Client Advisor

We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a number of Client Advisor's to join us in our Enterprise Centre of Excellence. Within your role you’ll be responsible for servicing both new & existing clients with a range of commercial insurance products.

For this role we are happy to consider those without prior insurance experience, as well as those with a background in personal lines or commercial insurance. If successful you’ll be provided with a first-class induction, as well as be given the opportunity to attain chartered insurance qualifications.

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 whilst handling any additional queries that are presented.
 

We will rely 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
  • 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:

  • Ideally you’ll have a minimum of 1 years’ experience within insurance, however this is not essential as full training can be provided.
  • Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education
  • Ability to remain calm under pressure and be able to work flexibly when required
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously
  • Have experience utilising the Microsoft Office suite and similar products
     

What makes you stand out:

  • A desire for a long-term career within the insurance industry
  • A thirst for learning and the opportunity to study for further insurance related qualifications
     

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 reasonableaccommodations@mmc.com.

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.

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About The Company

Marsh McLennan (NYSE: MMC) is the world's leading professional services firm in the areas of risk, strategy and people. The Company's 76,000 colleagues advise clients in over 130 countries. With annualized revenue approaching $17 billion, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment through four market-leading businesses. Marsh advises individual and commercial clients of all sizes on insurance broking and innovative risk management solutions. Guy Carpenter develops advancedrisk,reinsurance and capital strategies that help clients grow profitably and pursue emerging opportunities. Mercer delivers advice and technology-driven solutions that help organizations meet the health, wealth and career needs of a changing workforce. Oliver Wyman serves as a critical strategic, economic and brand advisor to private sector and governmental clients.

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