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Client advisor

Milnthorpe (LA7 7)
MARSH CORPORATE SERVICES LIMITED
Client advisor
Posted: 7 May
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

TPBN1_UKTJ

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