Client Advisor

Marsh Commercial

Kendal, United Kingdom
Hybrid (3 days onsite per week)
Manage insurance renewals
Administer mid-term changes
Support client executives
Marsh Commercial is seeking a Client Advisor for their Kendal or Penrith locations, focusing on managing insurance placement strategies and client relationships. The role is suited for candidates with experience in commercial insurance renewals and a commitment to professional development

Job Summary

  • This role is ideal for someone with proven experience supporting Client / Account Executives in managing placement strategy for insurance renewals and administering mid-term changes to risk, looking to join an established, market-leading insurance broker.
  • At Marsh Commercial, we are passionate about people who want to learn and develop their careers.
  • The opportunity to join a growing and highly successful team working with a diverse range of commercial clients on tailored insurance solutions.

Matching Summary

Match Score: 85

Marsh Commercial is seeking a Client Advisor for their Kendal or Penrith locations, focusing on managing insurance placement strategies and client relationships. The role is suited for candidates with experience in commercial insurance renewals and a commitment to professional development.

Skills & Requirements

Must-have

  • Manage insurance renewals
  • Administer mid-term changes
  • Support Client Executives
  • Request and review underwriting information
  • Prepare market presentations and slips
  • Utilize online trading systems
  • Collate and negotiate renewal terms
  • Prepare client reports
  • Produce insurer documentation
  • Review indemnity and insurance clauses

Nice-to-have

  • Client-facing experience
  • Calm under pressure
  • Work flexibly
  • Grow your own culture

Key Requirements

  • Proven experience on full renewal process of commercial insurance programs
  • Excellent organizational skills
  • Manage multiple enquiries simultaneously
  • Good awareness of clients' businesses
  • Cert CII qualified and working towards ACII is desirable

Work Rights

Not specified

Tailored Resume

Cover Letter