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Client advisor

Milnthorpe (LA7 7)
Permanent
MARSH CORPORATE SERVICES LIMITED
Client advisor
Posted: 21h ago
Offer description

We have a fantastic opportunity to join our dynamic Marsh Commercial Team as a Client Advisor, based in either Kendal or Penrith. This role is ideal for someone with proven experience supporting Client / Account Executives in managing placement strategy for insurance renewals and administering mid-term changes to risk, looking to join an established, market-leading insurance broker. At Marsh Commercial, we are passionate about people who want to learn and develop their careers. We actively support this with development plans, regular 1-1s, and more for all colleagues, fostering a strong grow your own culture. What can you expect? The opportunity to join a growing and highly successful team working with a diverse range of commercial clients on tailored insurance solutions A team committed to delivering best practice, market-leading service, and solutions with a focus on client service excellence The chance to build and maintain excellent rapport with our clients, providers, and colleagues across Marsh Excellent training and development opportunities with ongoing career progression We will rely on you to: Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk Request and review underwriting information on behalf of commercial clients and understand their requirements Prepare and submit accurate market presentations and slips in consultation with Client Executives and the Placement Team Utilize Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers Collaborate with Client Executives and Placement Teams to prepare client reports for renewals Produce and/or request insurer documentation Review and comment on indemnity and insurance clauses What you need to have: Proven experience working on the full renewal process of commercial insurance programs Excellent organisational skills with the ability to manage multiple enquiries simultaneously A good awareness of clients businesses, their business issues, insurance programmes, and service plans What makes you stand out: Dynamic with previous client-facing experience The ability to remain calm under pressure and work flexibly when required Cert CII qualified and working towards ACII is desirable

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