Trainee Client Advisor

GB001 Marsh Ltd

Trainee Client Advisor

£27000

GB001 Marsh Ltd, Dundee

  • Full time
  • Permanent
  • Onsite working

Posted 1 week ago, 6 Sep | Get your application in now before you're too late!

Closing date: Closing date not specified

job Ref: ba8204aae29e469c89cb352c39e88395

Full Job Description

We have a fantastic opportunity for a Client Advisor to join our Enterprise team in either Aberdeen, Perth, Glasgow, or Dundee .

The successful applicant will manage their own portfolio of clients and be responsible for servicing a range of commercial insurance policies.

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.

As a Client Advisor, 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.

What can you expect :

  • An opportunity to join an established and client focused broking team of professional Client Advisors

  • A platform to build on existing knowledge and an opportunity to learn new skills in a continuous improvement environment.

  • Handle small commercial classes and products within a wide-ranging client base

  • To build and maintain an excellent rapport with our clients, providers, and colleagues across the Group., Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.

  • Manage all day-to-day queries, new business, renewals, amendments and mid-term adjustments.

  • Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.

  • Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.

  • Maintain a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients.

    Previous experience within a client / customer facing role, this can be gained from within a similar role or working in environments.

  • 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

  • Prior insurance experience, although this is not essential

    Marsh Commercial is one of the UK's leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.


  • Marsh Commercial is member of the wider Marsh Group and with offices in more than 130 countries, Marsh is the world's leading insurance broker

    What you will be rewarded with :
  • Competitive Benefits Package including : 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.

  • Generous Family Leave including : 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options.