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- Tasks: Support the Private Clients team by managing client enquiries and administrative processes.
- Company: Join Marsh Commercial, the UK's leading insurance broker with a commitment to diversity and client satisfaction.
- Benefits: Enjoy hybrid working, professional development opportunities, and a vibrant, inclusive culture.
- Why this job: Kickstart your career in a sustainable industry with potential for long-term growth and impact.
- Qualifications: Customer-facing experience, strong communication skills, and proficiency in Microsoft Office are essential.
- Other info: No prior insurance experience required; we value potential and a passion for learning.
The predicted salary is between 24000 - 36000 £ per year.
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 Leeds, Glasgow, Worcester, Edinburgh, or Letchworth. This is a hybrid working role that has a requirement of at least four days per week in the office.
The role: Trainee Client Manager
We recruit for potential and not industry experience, we are seeking individuals who aspire to be leading contributors to our business. This is a superb opportunity to launch a career within a sustainable and exciting industry that provides aspirational individuals the platform for a long-term insurance career.
We will count on you to:
- 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 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.
Trainee Insurance Client Manager (Private Clients) employer: Ohio Society of CPAs
Contact Detail:
Ohio Society of CPAs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Insurance Client Manager (Private Clients)
✨Tip Number 1
Research Marsh Commercial and their values thoroughly. Understanding their commitment to diversity and client satisfaction will help you align your responses during interviews and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network with current or former employees on platforms like LinkedIn. Engaging with them can provide insights into the company culture and expectations, which can be invaluable when preparing for interviews.
✨Tip Number 3
Prepare to discuss your customer-facing experience in detail. Think of specific examples where you've handled enquiries or managed relationships, as this will demonstrate your suitability for the Trainee Client Manager role.
✨Tip Number 4
Familiarise yourself with basic insurance concepts and terminology. Even though prior insurance experience isn't essential, showing a willingness to learn and understand the industry can set you apart from other candidates.
We think you need these skills to ace Trainee Insurance Client Manager (Private Clients)
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Trainee Insurance Client Manager position. Tailor your application to highlight how your skills and experiences align with what Marsh Commercial is looking for.
Highlight Relevant Experience: Even if you don't have direct insurance experience, emphasise any customer-facing roles you've held. Discuss how your skills in communication, organisation, and handling enquiries can translate into success in this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for a long-term career in insurance. Mention your desire to learn and grow within the industry, and how you can contribute to the team at Marsh Commercial.
Proofread Your Application: Before submitting your application, make sure to proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the insurance industry.
How to prepare for a job interview at Ohio Society of CPAs
✨Show Your Customer Service Skills
Since the role involves handling client enquiries, be ready to share examples from your previous customer-facing experiences. Highlight how you managed difficult situations and maintained a positive relationship with clients.
✨Demonstrate Your Organisational Abilities
The job requires excellent organisational skills. Prepare to discuss how you prioritise tasks and manage multiple enquiries simultaneously. You could even mention specific tools or methods you use to stay organised.
✨Express Your Passion for Learning
Marsh Commercial values individuals who are eager to learn and grow in the insurance industry. Be sure to convey your enthusiasm for pursuing further qualifications and how you plan to develop your career in this field.
✨Research the Company Culture
Understanding Marsh Commercial's commitment to diversity and inclusion can set you apart. Familiarise yourself with their values and be prepared to discuss how you align with their culture and contribute positively to their team.
