Trainee Client Advisor

Job Description

Trainee Client Advisor - Leeds - Hybrid Working AvailableMarsh is recruiting for a Trainee to join a team of Client Advisors in Leeds.Working in our specialist Trade Credit Insurance team this is the perfect role for an individual with a background in Finance, Banking or Credit Insurance looking to join an established, market leading insurance broker.With a proven and structured training programme in place, this could also be a great platform for someone to kick start their insurance broking career, or for someone looking to transfer their insurance skills into an Account Handling/ Client Advisory role.Please note that the successful candidate will be working from our Leeds office 3 days per week, with the option to work from home 2 days a week.What can you expect

• Join a diverse team of 9 collaborative and supportive insurance professionals
• Learn how to service specialist trade credit risks within a diverse client base
• Be led by approachable, friendly and professional leaders where your progression and career development goals will be encouraged
• Company funded CII qualifications

What you will be rewarded with

• Competitive salaries and an annual bonus based on performance/ targets set
• Comprehensive benefits including a pension scheme that will be hard to beat!
• 27 days holiday with the option to buy or sell up to 5 days per annum
• Programmes including: health & welfare, tuition assistance, pension, employee assistance program, career mobility, employee network groups and volunteer opportunities
• 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% ofyour normal work pattern and receive 100% of your normal salary

We will rely on you to:

• Advise Clients on Trade Credit Risks
• Develop renewal/placement strategies in conjunction with the Practice Leader and Client Executive and execute in accordance with client instructions
• Analyse quotes from carriers and provides analysis to more senior Advisory colleagues and/or clients to assist with developing solutions and renewals
• Support more senior Advisory colleagues to reach business goals through research and document preparation to support and assist the design, development, and marketing of new insurance and risk products
• Support the client credit management function by training and advising on policy operation, and negotiating credit limits and other issues with underwriters
• Build and maintain client and market contact at appropriate levels to execute effectively on clients program
• Contribute to client retention through effective risk solutions and excellence in service

What you need to have:

• A desire to develop a career within insurance broking
• Be either a Graduate or hold a minimum of A Level qualifications along with work experience within insurance or finance/banking
• Intermediate level knowledge of Microsoft applications
• A good numerical ability and attention to detail
• Excellent organisational and communication skills with the ability to manage multiple enquiries simultaneously

What makes you stand out:(These skills/attributes are beneficial but are NOT essential)

• Insurance and finance experience
• Understanding of the Credit Insurance
• Certificate in Insurance

Keyskills :
Credit InsuranceCustomer ServiceMathematicsNumerical AbilityTrade Credit