Client Advisor

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?

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  The opportunity to join a growing and highly successful team working with a diverse range of commercial clients on tailored insurance solutions

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  A team committed to delivering best practice, market-leading service, and solutions with a focus on client service excellence

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  The chance to build and maintain excellent rapport with our clients, providers, and colleagues across Marsh

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  Excellent training and development opportunities with ongoing career progression

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We will rely on you to:

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  Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk

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  Request and review underwriting information on behalf of commercial clients and understand their requirements

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  Prepare and submit accurate market presentations and slips in consultation with Client Executives and the Placement Team

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  Utilize Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers

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  Collaborate with Client Executives and Placement Teams to prepare client reports for renewals

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  Produce and/or request insurer documentation

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  Review and comment on indemnity and insurance clauses

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What you need to have:

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  Proven experience working on the full renewal process of commercial insurance programs

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  Excellent organisational skills with the ability to manage multiple enquiries simultaneously

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  A good awareness of clients businesses, their business issues, insurance programmes, and service plans

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What makes you stand out:

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  Dynamic with previous client-facing experience

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  The ability to remain calm under pressure and work flexibly when required

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  Cert CII qualified and working towards ACII is desirable

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