CRM Advisor

CRM Advisor

Full-Time 30000 - 40000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support Client Executives in managing insurance renewals and mid-term changes.
  • Company: Join a market-leading insurance broker with a dynamic team.
  • Benefits: Competitive salary, career development, and a supportive work environment.
  • Other info: Great opportunities for growth in a thriving industry.
  • Why this job: Be part of a team that shapes insurance strategies and makes a difference.
  • Qualifications: Experience in client support and knowledge of insurance processes.

The predicted salary is between 30000 - 40000 £ per year.

We have a fantastic opportunity to join our dynamic Marsh Commercial Team as a Client Advisor, based in either Kendal or Penrith. This role is ideal for someone with proven experience supporting Client / Account Executives in managing placement strategy for insurance renewals and administering mid-term changes to risk, looking to join an established, market-leading insurance broker.

CRM Advisor employer: MARSH CORPORATE SERVICES LIMITED

Marsh Commercial is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. With a strong focus on employee development, we provide ample opportunities for growth and advancement within the insurance sector, all while being situated in the picturesque locations of Kendal or Penrith, which offer a perfect blend of professional and personal life.

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Contact Details:

MARSH CORPORATE SERVICES LIMITED Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land CRM Advisor

Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for a CRM Advisor role. You never know who might have the inside scoop on job openings or can put in a good word for you.

Tip Number 2

Prepare for those interviews! Research common questions for Client Advisor roles and practice your answers. We recommend using the STAR method (Situation, Task, Action, Result) to structure your responses and showcase your experience effectively.

Tip Number 3

Showcase your skills! When you get the chance to meet potential employers, make sure to highlight your experience with managing placement strategies and handling mid-term changes. We want to see how you can add value to their team!

Tip Number 4

Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Don’t miss out on this fantastic opportunity!

We think you need these skills to ace CRM Advisor

Client Management
Insurance Knowledge
Placement Strategy
Risk Assessment
Mid-Term Change Administration
Communication Skills
Team Collaboration

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in supporting Client/Account Executives. We want to see how your skills align with the role of a CRM Advisor, so don’t be shy about showcasing relevant achievements!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about joining our dynamic team and how your background in managing placement strategies can benefit us at Marsh Commercial.

Showcase Your Insurance Knowledge:Since this role involves insurance renewals and mid-term changes, make sure to mention any specific knowledge or experience you have in these areas. We love candidates who are passionate about the industry!

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!

How to prepare for a job interview at MARSH CORPORATE SERVICES LIMITED

Know Your Insurance Basics

Make sure you brush up on your insurance knowledge, especially around placement strategies and mid-term changes. Being able to discuss these topics confidently will show that you're not just familiar with the role but also passionate about it.

Showcase Your Support Skills

Prepare examples of how you've successfully supported Client or Account Executives in the past. Highlight specific situations where your contributions made a difference, as this will demonstrate your ability to thrive in a team environment.

Research Marsh Commercial

Take some time to learn about Marsh Commercial and their market position. Understanding their values and recent developments will help you tailor your answers and show that you're genuinely interested in being part of their team.

Ask Insightful Questions

Prepare thoughtful questions to ask at the end of your interview. This could be about their approach to client management or how they handle insurance renewals. It shows that you're engaged and eager to learn more about the company and the role.