Client Advisor (Account Manager)

Posted 3 Days Ago
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Castlehead, Renfrewshire, Scotland
Mid level
Fintech • HR Tech • Insurance • Consulting
The Role
The Client Advisor (Account Manager) manages a book of business in commercial insurance, handling renewals, client queries, and partnering with Account Executives to drive growth and service delivery.
Summary Generated by Built In

Company:Marsh Commercial

Description:

We are seeking a talented individual to join our Advisory team at Marsh Commercial. This role will be based in the Bristol – Castlemead office. This is a hybrid role that has a requirement of working at least three days a week in the office.

The role: Client Advisor (Account Manager)

This position would suit an experienced Account Manager with a background in corporate or commercial insurance having worked in a Handler/Broker type role previously looking to join an established, market leading insurance broker.

You will be responsible for maintaining your own book of business and handling the day to day activities including renewals, mid-term adjustments and handling any client queries.

We will rely on you to:

  • Work with Account Executives to retain and generate new business, by leveraging strategy information and managing contract reviews and midterm changes.
  • Partner with Account Executives to help them achieve sales goals
  • 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, renewals, amendments and mid-term adjustments for a number of our larger accounts
  • Build and maintain relationships with clients, prospects, client teams and producers to provide best in class service and drive growth.
  • Offer technical support for complex or high-priority relationships when needed to ensure relationship satisfaction and maintain a mutual internal and external understanding.
  • Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
  • Maintains a detailed understanding of changing market condition and understands and complies with all compliance, professional and transparency standards to better serve clients

What you need to have:

  • Previous experience within a similar role within commercial or corporate insurance
  • Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
  • Proficiency in Microsoft Office Applications.
  • Strong written and verbal communication skills.
  • Confidence to advise and negotiate.
  • The ability to build, manage and develop relationships.

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
  • Previous experience within a similar role/industry
  • Excel, Word & Outlook knowledge

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.

#hybrid

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. For more information, visit marsh.com, or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. 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.

Top Skills

Excel
Microsoft Office Applications
Outlook
Word
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The Company
HQ: New York, NY
78,000 Employees
On-site Workplace
Year Founded: 1871

What We Do

Marsh McLennan (NYSE: MMC) brings together nearly 78,000 experts in risk, strategy, and people across Marsh, Guy Carpenter, Mercer, and Oliver Wyman, serving clients in over 130 countries.

Marsh enables enterprise worldwide by helping clients manage risks, transforming uncertainty into opportunity.

Guy Carpenter helps clients grow profitably with reinsurance broking expertise, advisory services, and advanced analytics.

Mercer helps organizations advance the health, wealth, and careers of their most vital asset — their people.

Oliver Wyman’s expertise in strategy, operations, risk, and organization transformation changes what is possible for our clients, their industries, and society.

Together, we combine a unique range of capabilities to help our clients solve problems, seize opportunities, and build lasting success in increasingly complex operating environments.

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