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Client advisor/account handler

Exeter
Marsh
Account handler
Posted: 29 October
Offer description

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in Cardiff. This is a hybrid role that requires working at least 3 days a week in the office.

The role: Client Advisor

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 with either personal lines or commercial insurance experience including areas such as claims or underwriting. If successful you’ll be provided with a first‑class induction, as well as 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, managing renewals, invoicing, producing new quotes, upselling/cross‑selling additional products while handling any additional queries that arise.

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 2 years’ experience within insurance, from either personal lines or commercial insurance.
* Strong literacy, numeracy, administration and communication skills demonstrated via qualifications/grades gained during education.
* Ability to remain calm under pressure and to work flexibly when required.
* Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
* 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.

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.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We are an equal opportunities employer and provide reasonable adjustments in accordance with applicable law to any candidate with a disability. For more information, visit marsh.com.

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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