Hybrid Insurance Case Manager: Client & Risk Focus in Birmingham

We are seeking a talented individual to join our team at Marsh Corporate within our Restructuring & Recovery team. This role can be based in our Birmingham or Reading offices. This is a hybrid role that has a requirement of working at least 3 days a week in the office.

The role: Case Manager (Account Handler)

Specialising in insolvencies, as a Case Manager you will handle a wide range of risks of all sizes, with excellent opportunities to develop expertise across different areas and insurance lines. Insurance placements are not always annual, making the work fast-paced and dynamic - no two days are alike.

The Case Manager plays a pivotal role in consulting with clients to understand their service requirements and insurance needs, providing expert advice on placement and risk management. This role is centred on building and maintaining strong, long-term relationships with clients to ensure the consistent delivery of exceptional service.

Acting as the primary point of contact for allocated clients, the Case Manager manages their cases with a focus on service excellence, ensuring that all relevant insurance and risk management considerations are discussed to enable clients to make well-informed decisions.

Case Managers are responsible for delivering our Service Proposition relating to insurance placement options, including scheme placement, annual placement, and pre-appointment insurance utilisation, ensuring that all options are thoroughly reviewed for each placement. Additionally, they provide risk management advice by signposting clients to the Risk Management team for relevant services.

As the practice operates a Delegated Authority Scheme, Case Managers are expected to foster strong relationships with both scheme insurers and market insurers to facilitate the best possible outcomes for clients.

We will rely on you to:

• Build, nurture, and maintain strong relationships both internally and externally to support collaborative working and client satisfaction.
• Apply comprehensive knowledge of core insurance principles to effectively manage both straightforward and complex situations encountered daily.
• Ensure compliance with policies and procedures and service level agreements.
• Ability to remain calm under pressure and be able to work flexibly when required.
• Deliver exceptional client service across all aspects of account management, proactively identifying and addressing client needs in line with agreed service standards.
• Identify opportunities for process and service improvements, collaborating with relevant stakeholders.
• Exhibit excellent organisational skills, managing multiple enquiries and tasks simultaneously with efficiency and accuracy.
• Develop and maintain a strong internal network across the business, utilising available resources to support colleagues and contribute to the growth of the unit.
• Manage all day-to-day client queries, renewals, amendments, and mid-term adjustments promptly and accurately.
• Collaborate closely with Client Service Directors to develop and execute strategies tailored to individual clients and client groups.
• Ensure timely acknowledgement and resolution of client queries, delivering outstanding service while proactively identifying and escalating potential vulnerabilities.
• Demonstrate a client-centric approach, prioritising "what is right for the client" in all decision-making and interactions.
• Complete all relevant and regulatory mandatory training to expand knowledge in role and own your own personal development plan.
• Actively identify opportunities for expanded client services.
• Actively engage with clients to strengthen relationships with engagement encompassing both virtual and/or face-to-face meetings.

What you need to have:

• Proven experience in an insurance role such as an Account Handler, Broker or Underwriter and a strong understanding of commercial insurance policies.
• Proactive approach to problem-solving and client service.
• Dynamic with client facing experience and ability to navigate complex client and business objectives.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with clients and insurers alike.

What makes you stand out:

• Proven experience in insurance placement and risk management advisory roles.
• The ability to remain calm under pressure and be able to work flexibly when required.
• Cert CII qualified or actively studying towards it.

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.