Trainee Client Manager – Marsh Private Clients in Edinburgh

Marsh Commercial, the leading insurance broker in the UK, is seeking a Trainee Insurance Client Manager to support our Private Clients team. This is an exciting opportunity to kickstart your career in insurance with a company that values diversity and client satisfaction. This role will be based in Glasgow or Edinburgh and is a hybrid working role that requires at least four days per week in the office.

The role:

• Handle both new and existing customer enquiries on behalf of the Account Executives.
• Manage administrative processes for new business, mid-term adjustments, and renewals.
• Ensure prompt and efficient handling of client requests in compliance with regulatory guidelines.
• Build relationships with insurers to secure the best terms and pricing for clients.
• Maintain accurate records and documentation of all client interactions and policy details.

What you need to have:

• Previous experience in a client/customer-facing role (e.g. retail, hospitality, food, beverage).
• Strong literacy, numeracy, administration, and communication skills.
• Ability to remain calm under pressure and adapt to changing priorities.
• Excellent organizational skills with the capability to manage multiple enquiries simultaneously.
• Proficiency in Microsoft Office Suite and similar software.

What makes you stand out:

• A desire for a long-term career in the insurance industry.
• A passion for learning and pursuing further insurance-related qualifications.
• Prior insurance experience (not essential but a plus).

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 an 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 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 colour, 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.

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.