Client Advisor in Exeter

Client Advisor in Exeter

Exeter Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
Marsh McLennan

At a Glance

  • Tasks: Serve clients with commercial insurance products and manage their needs effectively.
  • Company: Join Marsh Commercial, a global leader in risk and insurance solutions.
  • Benefits: Enjoy professional development, hybrid work, and a vibrant, inclusive culture.
  • Other info: Great opportunities for growth and learning in a supportive environment.
  • Why this job: Make a real impact while building a long-term career in the insurance industry.
  • Qualifications: Customer service experience and strong communication skills are preferred.

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

We are seeking a talented individual to join Marsh Commercial in Exeter or Cardiff. This is a hybrid role that has a requirement of working at least four days a week in the office.

We have an exciting opportunity here at Marsh Commercial, as we’re looking to recruit a Client Advisor to join us in our Enterprise Centre of Excellence. Within your role you’ll be responsible for servicing both new and existing clients with a range of commercial insurance products.

For this role we are happy to consider those with or without insurance experience. If successful you’ll be provided with a first-class induction, as well as be given the opportunity to attain chartered insurance qualifications.

Once you have received initial training and support, you will be responsible for servicing a dedicated portfolio of clients, which can involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products whilst handling any additional queries that are presented.

We will rely on you to:

  • Provide excellent client service on all aspects of account management to our clients, ensuring client needs are identified and met in line with agreed service standards.
  • Ensure timely completion of all set tasks ensuring client satisfaction at all times.
  • Demonstrate your adaptability skills when required in order to support colleagues in completing business critical tasks.
  • Develop meaningful working relationships with our insurer partners through regular contact and liaison to better serve our clients.
  • Through training, coaching and mentoring, have a thorough understanding of all major classes of insurance that we offer our clients and keep abreast of new technical and product developments.

What you need to have:

  • Ideally you’ll have a minimum of 1 years’ experience within insurance / customer service / administration.
  • Strong literacy, numeracy, administration and communication skills that can be demonstrated via qualifications/grades gained during education.
  • Ability to remain calm under pressure and be able to work flexibly when required.
  • Excellent organisational skills with the ability to manage multiple enquiries simultaneously.
  • Have experience utilising the Microsoft Office suite and similar products.

What makes you stand out:

  • A desire for a long-term career within the insurance industry.
  • Prior experience, e.g. – personal lines, commercial, private clients, claims, underwriting etc.
  • A thirst for learning and the opportunity to study for further insurance related qualifications.

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.

Marsh 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@marsh.com.

Marsh 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 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.

Client Advisor in Exeter employer: Marsh McLennan

Marsh Commercial is an exceptional employer that prioritises professional development and offers a vibrant, inclusive work culture in Exeter or Cardiff. As a Client Advisor, you will benefit from comprehensive training, the opportunity to gain chartered insurance qualifications, and a supportive environment that encourages collaboration and innovation among talented colleagues. With a commitment to employee well-being and a diverse workplace, Marsh provides a rewarding career path in the dynamic insurance industry.

Marsh McLennan

Contact Details:

Marsh McLennan Recruitment Team

StudySmarter Expert Advice🤫

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

Dive Into Industry Networking Events

Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.

Use LinkedIn to Your Advantage

Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Marsh McLennan). A thoughtful message explaining your interest can really make a difference!

Look Out for Graduate Schemes

Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.

Leverage Your Current Connections

Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Marsh McLennan. Don’t shy away from asking for a coffee chat; you never know what doors it might open!

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

Client Service
Account Management
Communication Skills
Organisational Skills
Numeracy Skills
Literacy Skills
Adaptability

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Marsh McLennan.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Marsh McLennan. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Marsh McLennan

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Marsh McLennan to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

Prepare for Behavioural Questions

As a full-timer at Marsh McLennan, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

Know the Company Culture Inside Out

Understanding Marsh McLennan's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.