Trainee Insurance Broker in Penrith

Marsh Commercial is one of the UK’s leading commercial insurance brokers, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. This is the perfect opportunity for individuals who have completed further or higher education (i.e A-Levels/equivalent or university degree) and are looking for a long term, exciting and rewarding career in insurance.

Our Associate Client Advisor Program is backed up by our training provider, BPP who will provide expert insurance training and support alongside an apprenticeship qualification which includes the Cert CII certification and a Level 3 Insurance Practitioner qualification. This role has an anticipated start date of January 2026.

We recruit for potential and not industry experience, seeking individuals who aspire to be leading contributors to our business and who can embrace the opportunity to complete our apprenticeship funded training programme and attain chartered insurance qualifications. This is a superb opportunity to launch an insurance career within a sustainable and exciting industry that provides aspirational individuals the platform for a long term insurance career.

As an Associate Client Advisor in one of our energetic customer focussed teams, you will be responsible for servicing a dedicated portfolio of clients, managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.

Our Enterprise businesses operate from modern, fit for future offices with easy access via car or public transport routes. This is a permanent, full time role. You will commence your employment on our 18 month apprenticeship programme, on completion of this you will become a Client Advisor. There is potential for future progression within the company, developing your role with continued support for advanced industry professional qualifications.

We will count on you to:

• Provide excellent client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards.
• Speak with clients on a day-to-day basis via telephony and email platforms.
• Utilise insurance broking systems on a daily basis.
• Manage a portfolio of clients, understanding their needs and providing suitable products and solutions to mitigate their risk.
• Ensure timely completion of all set tasks ensuring client satisfaction at all times.
• Demonstrate your adaptability skills when required in order to support colleagues in completing business critical tasks.
• Develop meaningful working relationships with our insurer partners through regular contact and liaison to better serve our clients.
• Through training, coaching and mentoring, have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments.

What you need to have:

• Previous experience within a client/customer facing role, this can be gained from within a similar role or working in environments such as retail, hospitality, food & beverage etc.
• Excellent customer service skills.
• Right to Work in the UK or Republic of Ireland (no visa sponsorship provided).
• Minimum 5 GCSE’s at Grades 9 – 4 (including English & Maths).
• Good attention to detail.
• Ability to multitask and prioritise responsibilities.
• Ability to work independently.

What makes you stand out:

• Have completed A-Levels (or equivalent).
• University degree educated (or equivalent).
• Team player with a willingness to share ideas, knowledge and experiences.
• Demonstrate enthusiasm and pride in maintaining a high standard of work.
• Keen interest to work in a diverse and collaborative environment.

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.

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.

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.