Heritage Advisor

Heritage 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 collaborative atmosphere.
  • 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.

Heritage Advisor employer: MARSH CORPORATE SERVICES LIMITED

Marsh Commercial is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. Employees benefit from comprehensive training programmes and clear pathways for career advancement, all while working in the picturesque locations of Kendal or Penrith, which provide a perfect blend of professional growth and quality of life.

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Contact Details:

MARSH CORPORATE SERVICES LIMITED Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Heritage Advisor

Tip Number 1

Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 interviews by researching the company and its culture. Understand their values and how you can contribute to their success. This will help you stand out as a candidate who truly gets what they’re about.

Tip Number 3

Practice your pitch! Be ready to explain why you're the perfect fit for the role. Highlight your experience in managing placement strategies and how you can support Client/Account Executives effectively.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!

We think you need these skills to ace Heritage Advisor

Client Management
Insurance Knowledge
Placement Strategy
Risk Assessment
Account Management
Communication Skills
Problem-Solving Skills

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Heritage Advisor role. Highlight relevant experience and skills that match the job description, especially those related to managing placement strategies and supporting client needs.

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role. Mention specific experiences that demonstrate your ability to support Client/Account Executives effectively.

Showcase Your Achievements:Don’t just list your responsibilities; showcase your achievements! Use quantifiable results where possible to illustrate how you’ve successfully managed insurance renewals or mid-term changes in the past.

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

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

Know Your Heritage

Make sure you understand the key aspects of heritage and how they relate to the role. Research the company’s values and recent projects they've undertaken in this area. This will show your genuine interest and help you connect your experience with their mission.

Showcase Your Experience

Prepare specific examples from your past roles that demonstrate your ability to support Client/Account Executives effectively. Highlight your experience with insurance renewals and mid-term changes, as these are crucial for the position.

Ask Insightful Questions

Prepare thoughtful questions about the team dynamics and the challenges they face in managing placement strategies. This not only shows your enthusiasm but also helps you gauge if the company culture aligns with your values.

Dress the Part

Even if the company has a casual dress code, it’s always better to err on the side of professionalism for an interview. A smart outfit can boost your confidence and make a great first impression.