Client Advisor in Milnthorpe

Client Advisor in Milnthorpe

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

  • Tasks: Support Client Executives in managing insurance renewals and mid-term changes.
  • Company: Join a leading insurance broker with a focus on career development.
  • Benefits: Excellent training, career progression, and a supportive team environment.
  • Other info: Opportunity to grow your career in a market-leading company.
  • Why this job: Be part of a dynamic team delivering tailored insurance solutions to diverse clients.
  • Qualifications: Experience in commercial insurance and strong organisational skills.

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.

At Marsh Commercial, we are passionate about people who want to learn and develop their careers. We actively support this with development plans, regular 1-1s, and more for all colleagues, fostering a strong grow your own culture.

What can you expect?

  • The opportunity to join a growing and highly successful team working with a diverse range of commercial clients on tailored insurance solutions.
  • A team committed to delivering best practice, market-leading service, and solutions with a focus on client service excellence.
  • The chance to build and maintain excellent rapport with our clients, providers, and colleagues across Marsh.
  • Excellent training and development opportunities with ongoing career progression.

We will rely on you to:

  • Support Marsh Client Executives regarding placement strategy for insurance renewals and administer mid-term changes to risk.
  • Request and review underwriting information on behalf of commercial clients and understand their requirements.
  • Prepare and submit accurate market presentations and slips in consultation with Client Executives and the Placement Team.
  • Utilize Marsh online trading systems to collate and negotiate renewal terms with existing and prospective insurers.
  • Collaborate with Client Executives and Placement Teams to prepare client reports for renewals.
  • Produce and/or request insurer documentation.
  • Review and comment on indemnity and insurance clauses.

What you need to have:

  • Proven experience working on the full renewal process of commercial insurance programs.
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
  • A good awareness of clients' businesses, their business issues, insurance programmes, and service plans.

What makes you stand out:

  • Dynamic with previous client-facing experience.
  • The ability to remain calm under pressure and work flexibly when required.
  • Cert CII qualified and working towards ACII is desirable.

Client Advisor in Milnthorpe employer: MARSH CORPORATE SERVICES LIMITED

At Marsh Commercial, we pride ourselves on being an exceptional employer, offering a vibrant work culture that prioritises professional growth and development. Our team in Kendal or Penrith enjoys a supportive environment with tailored training opportunities, regular one-on-ones, and a commitment to client service excellence, making it an ideal place for those looking to advance their careers in the insurance sector.
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Contact Detail:

MARSH CORPORATE SERVICES LIMITED Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Advisor in Milnthorpe

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance industry, especially those who work at Marsh or similar companies. A friendly chat can sometimes lead to insider info about job openings or even a referral.

✨Tip Number 2

Prepare for interviews by researching common questions for Client Advisors. Think about how your experience aligns with the role and be ready to share specific examples of how you've supported client executives in the past.

✨Tip Number 3

Show off your organisational skills! During interviews, highlight how you manage multiple enquiries and keep everything on track. This is key for the role, so make sure they know you're a pro at juggling tasks.

✨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, it shows you're genuinely interested in joining our team at Marsh Commercial.

We think you need these skills to ace Client Advisor in Milnthorpe

Client Relationship Management
Insurance Knowledge
Placement Strategy
Underwriting Information Review
Market Presentation Preparation
Negotiation Skills
Organisational Skills
Multi-tasking
Commercial Awareness
Attention to Detail
Problem-Solving Skills
Cert CII Qualification
ACII Progression

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your proven experience in managing insurance renewals and supporting Client Executives, as this will show us you're a great fit for the role.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about joining our team at Marsh Commercial. Share specific examples of how you've built rapport with clients and managed multiple enquiries, as this will help us see your client service excellence.

Showcase Your Organisational Skills: In your application, give us a glimpse of how you manage your workload. Mention any tools or methods you use to stay organised, especially when handling the full renewal process of commercial insurance programs.

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 Stuff

Make sure you brush up on your knowledge of the full renewal process for commercial insurance. Familiarise yourself with common client issues and how insurance programmes can address them. This will show that you're not just a candidate, but someone who understands the industry.

✨Showcase Your Organisational Skills

Since the role requires managing multiple enquiries, be ready to discuss how you've successfully juggled tasks in the past. Prepare examples that highlight your organisational skills and ability to prioritise effectively, as this will resonate well with the interviewers.

✨Build Rapport

During the interview, focus on building a connection with your interviewers. Use their names, listen actively, and engage in conversation. This is especially important for a client-facing role, so demonstrating your interpersonal skills can set you apart from other candidates.

✨Prepare Questions

Have a few thoughtful questions ready about the team culture, training opportunities, or specific challenges they face. This shows your genuine interest in the role and helps you assess if the company is the right fit for you too.

Client Advisor in Milnthorpe
MARSH CORPORATE SERVICES LIMITED
Location: Milnthorpe

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