Client advisor

Charlotte, NC Full Time
POSTED ON 8/2/2024

Description :

ENTEPRISE CENTRE OF EXCELLENCE MARSH COMMERCIAL - LEEDS

Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

Marsh Commercial is member of the wider Marsh Group and with offices in more than countries, Marsh is the world’s leading insurance broker

The role : Client Advisor

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 & existing clients with a range of commercial insurance products.

For this role we are happy to consider those with either personal lines or commercial 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, this can involve managing renewals, invoicing, producing new quotes, upselling / cross selling additional products whilst handling any additional queries that are presented.

What can you expect :

  • Our Enterprise businesses operate from modern, fit for future offices with easy access via car or public transport routes
  • You will receive in-depth and engaging training giving you greater insight and knowledge into insurance broking in addition to learning and enhancing your communication, problem solving, decision making and many other soft skills
  • The opportunity to progress your insurance career, both within our Enterprise business and the wider Marsh organisation, we embrace and champion career development

What you will be rewarded with :

  • We offer and embrace an office-working model that nurtures a collaborative working environment in the office 4 days per week allowing 1 day per week to be spent working on a remote basis.
  • Competitive Benefits Package including : 27 days annual leave, up to 4 days flexible bank holidays, excellent pension contributions, private medical cover, life assurance, income protection, employee assistance program, plus a range of flexible benefits including the option to buy or sell up to 5 days holiday per year, cycle to work, dental insurance, health assessments plus many more.
  • Generous Family Leave including : 6 months paid maternity leave, 4 months paid paternity leave, 6 months paid adoption leave plus shared parental leave options.

To help ease the transition when you return to work you will be able to work 8 weeks at 80% of your normal work pattern and receive % of your normal salary.

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, this can be from either personal lines or within commercial insurance
  • 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
  • A thirst for learning and the opportunity to study for further insurance related qualifications

About Marsh

is the world’s leading insurance broker and risk advisor. With more than 45, colleagues advising clients in over countries, Marsh serves commercial and individual clients with data-driven risk solutions and advisory services.

Marsh is a business of (NYSE : MMC), the world’s leading professional services firm in the areas of risk, strategy and people.

For more information, visit , and follow us on and .

Last updated : 2024-08-02

Estimate Salary for Client advisor in Charlotte, NC
$63,782 (Medium)
$56,041 (25th)
$73,471 (75th)
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