Trainee Client Advisor - Trade Credit in Birmingham

Trainee Client Advisor - Trade Credit in Birmingham

Birmingham Trainee 31500 - 38500 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Join our Trade Credit team and support clients with insurance services.
  • Company: Marsh, a global leader in insurance and risk management.
  • Benefits: Hybrid work, professional development, and a vibrant culture.
  • Other info: Dynamic environment with opportunities for growth and collaboration.
  • Why this job: Kickstart your career in insurance with hands-on experience and training.
  • Qualifications: 5 GCSEs including English and Maths; interest in insurance preferred.

The predicted salary is between 31500 - 38500 £ per year.

We are seeking a talented individual to join our Trade Credit team at Marsh, this role is based out of our Birmingham office as part of the Corporate team and is a hybrid role that has a mixture of office based and home working.

This is an exciting opportunity for a Trainee Client Advisor to join our successful Trade Credit team.

Trade Credit Insurance provides cover against the risk of businesses not being paid for goods or services that they sell.

Marsh work with clients in a wide range of sectors across the UK, creating varied and engaging job responsibilities.

This role is perfect for someone looking to start a career within insurance working for a global leader within a niche market and is accompanied with an apprenticeship training programme and qualification.

We will count on you to

  • Assist the Client Executive team with the daily servicing of our clients and with the renewal process.
  • Manage credit limit requirements for our clients via the various insurer on-line portals and speaking directly with the insurers.
  • Provide our clients with support and guidance to ensure they adhere to their policy terms and conditions, e. g. reporting overdue invoices, submitting claims on time etc.
  • Support the Client Executive in client meetings, including gathering data ahead of meetings, produce meeting minutes, and managing any resulting action points.
  • Actively build relationships across Marsh and with external stakeholders.
  • Ensure adherence to business processes, systems and procedures at all times.

What you need to have

  • 5 GCSE’s at Grades 9 – 4 (including English & Math’s)
  • Previous experience or deep interest in insurance operations, account administration, broking support, or a related administrative role.
  • Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs.
  • Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams.
  • High attention to detail and accurate data entry skills.
  • A proactive, reliable, and collaborative approach.

What makes you stand out

  • An interest in insurance, account handling, or how policies and endorsements are managed.
  • A keen eye for detail and a willingness to learn how to check, track, and update information accurately.
  • An interest in working in a fast-paced environment where priorities can change and teamwork matters.
  • A proactive attitude and an eagerness to ask questions, learn quickly, and take ownership of your work.
  • An interest in improving ways of working and helping teams stay organized and efficient.

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.

About Us

Marsh, a business of Marsh Mc Lennan (NYSE: MMC), is the world’s top insurance broker and risk advisor.

Marsh Mc Lennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman.

With annual revenue of $24 billion and more than 90,000 colleagues, Marsh Mc Lennan helps build the confidence to thrive through the power of perspective.

For more information, visit marsh. com, or follow on Linked In and X.

Marsh Mc Lennan 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@mmc. com.

Marsh Mc Lennan 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 Mc Lennan 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

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.

With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective.

For more information, visit marsh. com, or follow us on Linked In and X.

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.

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Trainee Client Advisor - Trade Credit in Birmingham employer: Marsh Risk

Marsh Risk is an exceptional employer, offering a vibrant and inclusive work culture that fosters professional development and growth. As a Commercial Client Executive in the beautiful locations of Plymouth or Newquay, you will benefit from a supportive team environment while having the opportunity to manage and expand your client portfolio, making a meaningful impact in the insurance industry.

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Contact Details:

Marsh Risk Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Trainee Client Advisor - Trade Credit in Birmingham

Get Clued Up on Insurance Events

Join local insurance events or workshops to network and soak in knowledge about the industry. It's a great way to meet potential employers, like Marsh Risk, and show off your enthusiasm for the field. Plus, you’ll gain insights that'll make you stand out during your interviews!

Tap into Your University’s Resources

Many universities offer career services specifically tailored for students looking for trainee roles in insurance. Make sure to utilise these—they can connect you with alumni in the industry or help you snag those hidden opportunities that aren't advertised widely!

Showcase Your Knowledge

Start a blog or social media account where you can share insights about current trends in insurance. This demonstrates your passion and keeps you in the minds of recruiters at places like Marsh Risk. A personal touch always helps in making a memorable impression!

Apply Through Our Website & Make It Personal

Don’t just hit 'apply' on the Marsh Risk website. Tailor your application to highlight your interest in the insurance sector and showcase any relevant projects or experiences. A few personal touches can go a long way in landing that trainee spot!

We think you need these skills to ace Trainee Client Advisor - Trade Credit in Birmingham

Organisational Skills
Communication Skills
Attention to Detail
Data Entry Skills
Client Relationship Management
Problem-Solving Skills
Time Management

Some tips for your application 🫡

Highlight Your Analytical Skills:In the insurance industry, analytical skills are a must. Make sure to showcase any relevant coursework or projects where you've solved complex problems or worked with data. This can really set you apart, especially in your CV or cover letter!

Show Your Interest in the Sector:For a trainee role, it’s super important to demonstrate your genuine interest in insurance. Talk about any internships, part-time jobs, or relevant studies that have sparked your passion for this field. We want to see that you're eager to learn and grow with us at Marsh Risk!

Tailor Your Cover Letter to the Role:Your cover letter should reflect your enthusiasm for the trainee position at Marsh Risk. Use it to explain why you're excited about a career in insurance and what you hope to learn during your time with us. Make it personal and engaging—it’ll catch our eye for sure!

Include Relevant Certifications or Courses:Even as a trainee, any extra certifications or courses related to insurance can really boost your application. Whether it's online courses or workshops, throw them in your CV to show us that you’re proactive about your professional development. It’ll demonstrate your commitment to stepping into this industry with enthusiasm!

How to prepare for a job interview at Marsh Risk

Understand the Basics of Insurance

Since you're interviewing for a trainee role in insurance, it’s vital to brush up on the key concepts in the industry. Familiarise yourself with terms like underwriting, risk assessment, and claims processing. It shows your genuine interest and helps you answer those technical questions more confidently.

Prepare for Scenario-based Questions

Expect scenario-based questions during your interview! They might dive into how you would handle specific insurance situations or customer complaints. Think about examples from your studies or past experiences where you demonstrated problem-solving and customer service skills. They're looking for how you approach issues in a practical setting.

Focus on Your Learning Potential

As a trainee, your eagerness to learn is key. Be ready to discuss what excites you about the insurance field and how you plan to grow within the role at Marsh Risk. Highlighting your adaptability and willingness to learn will make a great impression.

Show Your People Skills

Insurance is all about building relationships, whether it's with clients or colleagues. Prepare to share experiences where you’ve effectively communicated or worked as part of a team. Remember, your soft skills are just as important as your technical knowledge in this industry!