Client Advisor (Existing/New Business)

Client Advisor Marsh Commercial Witham

The company: Marsh Commercial

We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

The role: New Business Client Advisor

• We have a great opportunity to join our team in Witham as a Client Advisor.
• The Client Advisor will be responsible for servicing their own dedicated book of clients which will involve managing renewals, invoicing, producing new quotes, upselling/cross selling additional products, mid-term adjustments and generally handling any queries that come through from their dedicated client base in a quick and professional manner ensuring client satisfaction throughout.
• They will also be responsible for following up on warm leads, ensuring client needs are identified and the subsequent conversion of these leads in to new business opportunities.

What can you expect?

• You will get in-depth on the job training and learn about insurance, insurance broking as well as building relationships within the business and outside with our partners.
• This role will be initially remote however it will migrate to a mixed remote/office based position offering you the opportunity and flexibility to work within a specialized team from the comfort of your own home.

What you will be rewarded with?

• We offer competitive salaries and comprehensive benefits.
• We also support programmes including: health & welfare, tuition assistance, pension, employee assistance program, career mobility, employee network groups and volunteer opportunities.
• This role will be initially remote however it will migrate to a mixed remote/office based position offering you the opportunity and flexibility to work within a specialized team from the comfort of your own home.

We will rely on you to:

• Help prepare, and implement business plans and goals.
• Work on building long term relationships with key client decision makers and stay abreast of key changes within the client's organisation.
• Work on all aspects of account management and service delivery to clients, ensuring client needs are identified and met in line with agreed service standards.
• Recognise and document revenue generation, growth and other opportunities by actively developing additional business from existing portfolio and other sources.
• Identify and document successful account retention and defence strategies to ensure business is retained.
• Where appropriate provide support to the client &/or claims teams in dealing with client claims.
• Develop meaningful working relationships with insurers through regular contact and liaison to better serve clients.
• Possesses a thorough understanding of all major classes of insurance which the Company offers to its clients and keep abreast of all new technical and product developments to better advise professional colleagues and clients

What you need to have:

• Previous experience within a Broker/Handler role working within a similar capacity within either Commercial or Personal Lines Insurance
• 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
• Fully Competent in Microsoft Office Products
• Strong literacy, numeracy, administration and organisational skills
• Good written and oral communication skills

What makes you stand out:

• Insurance Systems Knowledge (Acturis Ideal)
• Cert CII

About us

We are Marsh Commercial, a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions.

We help clients succeed by defining, designing, and delivering innovative industry-specific solutions that help them effectively manage risk. Our deep knowledge of both the industry sectors and communities we serve, combined with the time we take to fully understand and meet a client's needs, is what sets us apart.

We're also part of Marsh and McLennan Companies (MMC) a global network of experts in risk, strategy and people. For over 140 years, Marsh & McLennan Companies (MMC) has supported enterprise, helping clients realise, survive and grow in changing times.

We leverage the scale, expertise and access to the broad range of products and services provided by the wider Marsh & McLennan Companies for the benefit of our clients - whilst retaining the flair, flexibility and personal service that our clients have come to expect.

Marsh & McLennan Companies and its affiliates aim to attract and retain the best people regardless of their gender expression or identity, marital and civil partnership status, ethnic origin, nationality, age, background, disability, sexual orientation or beliefs.