Client Advisor

Posted 3 Days Ago
Be an Early Applicant
Clifford, KY
Junior
Fintech • HR Tech • Insurance • Consulting
The Role
The Client Advisor will manage a portfolio of clients in the insurance sector, handling renewals, quotes, and client queries while ensuring service delivery and relationship management.
Summary Generated by Built In

Company:Marsh Commercial

Description:

We are seeking a talented individual to join our Enterprise team at Marsh Commercial. This role will be based in the Carlisle 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

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.

We will rely on you to:

  • 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.

What you need to have:

  • Previous experience within a similar Insurance Account Manager role is preferred however client/customer facing experience gained from within a similar role or working environment will be considered.
  • 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
  • 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

MS Office
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

CCC Intelligent Solutions Logo CCC Intelligent Solutions

Client Solutions Advisor

Artificial Intelligence • Automotive • Internet of Things • Software
3 Locations
2000 Employees
61K-72K Annually

Marsh McLennan Logo Marsh McLennan

Client Advisor

Fintech • HR Tech • Insurance • Consulting
Washington, KY, USA
78000 Employees
Hybrid
Louisville, KY, USA
269 Employees

PwC Logo PwC

Customer Transformation - Sales & Pricing Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Remote
Hybrid
46 Locations
370000 Employees
84K-202K Annually

Similar Companies Hiring

MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana
Jobba Trade Technologies, Inc. Thumbnail
Software • Professional Services • Productivity • Information Technology • Enterprise Web • Consulting • Cloud
Chicago, IL
45 Employees
Quantum Rise Thumbnail
Software • Professional Services • Natural Language Processing • Machine Learning • Consulting • Automation • Artificial Intelligence
Chicago, Illinois
17 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account