Client Advisor - Trade Credit

Client Advisor - Trade Credit

Birmingham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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International Catalyst Services, LLC

At a Glance

  • Tasks: Join our Trade Credit team as a Client Advisor, assisting with client servicing and renewals.
  • Company: Marsh is a leading insurance broker, dedicated to diversity and professional development.
  • Benefits: Enjoy hybrid work flexibility, professional growth opportunities, and a vibrant, inclusive culture.
  • Why this job: Make an impact while working with talented colleagues in a supportive environment.
  • Qualifications: Strong organisational skills, client service focus, and proficiency in Excel, Word, and Outlook required.
  • Other info: Ideal for graduates or school leavers seeking a unique career start in insurance.

The predicted salary is between 28800 - 43200 £ per year.

We are seeking a talented individual to join our Trade Credit team at Marsh. This role is based out of our Birmingham office as part of the Corporate South team. This is a hybrid role that has a requirement to be based in the office 3 days per week.

The role: Client Advisor

This is an exciting opportunity for a Client Advisor to join our successful Trade Credit team. This role could suit someone with previous insurance experience looking for a unique new opportunity within a niche market, or a driven graduate/school leaver looking to start a career with the world’s leading insurance broker.

We will rely on you to:

  • Assist the Client Executive team with the daily servicing of our clients and with the renewal process. Task to include but not limited to:
  • Managing credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers.
  • Providing our clients with support and guidance to ensure they adhere to their policy terms and conditions, e.g. reporting overdue invoices, submitting claims on time etc.
  • Support the Client Executive in client meetings, including gathering data ahead of meetings, produce meeting minutes, and managing any resulting action points.
  • Actively build relationships across Marsh and with external stakeholders.
  • Ensure adherence to business processes, systems and procedures at all times.

What you need to have:

  • Excellent organisation skills and attention to detail with the ability to manage multiple tasks simultaneously.
  • A focus on client service and excellent communication skills, both written and verbal.
  • The ability to build, manage, and develop relationships.
  • Proficiency in Excel, Word, and Outlook.

What makes you stand out:

  • A team player who is ambitious and hard working.
  • An insurance or other business-related qualification.

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 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 reasonableaccommodations@mmc.com.

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.

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Client Advisor - Trade Credit employer: International Catalyst Services, LLC

At Marsh, we pride ourselves on being an exceptional employer, offering a vibrant and inclusive work culture that fosters professional growth and collaboration. Our Birmingham office provides a unique opportunity to join a leading insurance broker, where you will be supported by experienced leaders and have access to diverse career paths, all while enjoying the benefits of a hybrid work model that promotes work-life balance.
International Catalyst Services, LLC

Contact Detail:

International Catalyst Services, LLC Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisor - Trade Credit

Tip Number 1

Familiarise yourself with the insurance industry, particularly trade credit. Understanding the nuances of this niche market will not only help you in interviews but also demonstrate your genuine interest in the role.

Tip Number 2

Network with professionals in the insurance sector, especially those who work in trade credit. Attend industry events or join relevant online forums to build connections that could provide insights and potentially refer you for the position.

Tip Number 3

Brush up on your Excel, Word, and Outlook skills. Since proficiency in these tools is essential for the role, consider taking a quick online course or tutorial to ensure you're comfortable using them effectively.

Tip Number 4

Prepare to discuss your organisational skills and how you've managed multiple tasks in previous roles or during your studies. Be ready to provide specific examples that highlight your ability to prioritise and maintain attention to detail.

We think you need these skills to ace Client Advisor - Trade Credit

Excellent Organisation Skills
Attention to Detail
Client Service Focus
Strong Verbal Communication Skills
Strong Written Communication Skills
Relationship Management
Proficiency in Excel
Proficiency in Word
Proficiency in Outlook
Ability to Manage Multiple Tasks
Team Player
Ambition and Hard Work
Understanding of Insurance Policies
Data Gathering and Analysis
Meeting Coordination

Some tips for your application 🫡

Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Client Advisor position. Tailor your application to highlight relevant skills and experiences that align with the role.

Highlight Relevant Experience: If you have previous insurance experience, make sure to emphasise it in your CV and cover letter. If you're a graduate or school leaver, focus on any internships, projects, or coursework that demonstrate your organisational skills and client service focus.

Showcase Communication Skills: Since excellent communication skills are crucial for this role, provide examples in your application that demonstrate your written and verbal communication abilities. Consider including specific instances where you've successfully built relationships or managed client interactions.

Tailor Your CV and Cover Letter: Customise your CV and cover letter for the application. Use keywords from the job description, such as 'organisation skills', 'attention to detail', and 'proficiency in Excel', to ensure your application stands out to recruiters.

How to prepare for a job interview at International Catalyst Services, LLC

Research the Company

Before your interview, take some time to learn about Marsh and its Trade Credit team. Understanding their values, culture, and recent developments will help you tailor your responses and show genuine interest in the role.

Highlight Relevant Experience

Whether you have previous insurance experience or are a fresh graduate, be sure to emphasise any relevant skills or experiences. Discuss how your background aligns with the responsibilities of assisting the Client Executive team and managing client relationships.

Demonstrate Communication Skills

Since excellent communication is key for this role, prepare examples that showcase your ability to communicate effectively. Think of situations where you successfully built relationships or resolved issues through clear communication.

Prepare Questions

At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful questions about the team dynamics, company culture, or professional development opportunities. This shows your enthusiasm and helps you assess if the role is right for you.

Client Advisor - Trade Credit
International Catalyst Services, LLC
Location: Birmingham
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