Trainee Client Advisor

Marsh Commercial is seeking a talented individual to join our Enterprise team as a Trainee Client Advisor. You will service new and existing clients across a range of commercial insurance products while developing your knowledge and experience in the insurance industry.

We welcome applicants with a background in customer service, administration, sales, personal lines, or commercial insurance. Recent graduates looking to begin a career in insurance are also encouraged to apply.

Successful candidates will be provided with a first-class induction and the opportunity to attain chartered insurance qualifications.

This is a full-time, hybrid role based out of our Dundee office, with an expectation to work 3-4 days per week in the office.

Responsibilities

• Provide excellent client service across all aspects of account management, ensuring client needs are identified and met in line with agreed service standards.
• Service a dedicated portfolio of clients, including managing renewals, invoicing, producing new quotes, and identifying upselling and cross-selling opportunities.
• Complete tasks accurately and on time while managing client enquiries and maintaining high levels of client satisfaction.
• Build effective working relationships with insurer partners through regular contact and liaison.
• Demonstrate adaptability by supporting colleagues with business-critical tasks and developing your knowledge of the insurance products we provide.

What You Need to Have

• Experience in insurance, customer service, administration, or sales; recent graduates interested in starting a career in insurance are also welcome.
• Strong literacy, numeracy, administration, and communication skills, demonstrated through previous experience or education.
• Excellent organizational skills, with the ability to manage multiple enquiries and priorities simultaneously.
• The ability to remain calm under pressure and work flexibly when required.
• Experience using Microsoft Office and similar business systems.

What Makes You Stand Out

• A genuine desire to build a long-term career in the insurance industry.
• Experience in personal lines or commercial insurance.
• A willingness to learn and develop through training, coaching, and mentoring.
• Enthusiasm for studying toward professional insurance qualifications, including the opportunity to work toward Chartered Insurance qualifications.
• Previous experience managing renewals, client accounts, quotations, invoicing, or cross-selling insurance products.

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 an 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.