Company: Marsh Commercial
Description:
We are seeking a talented individual to join our Advisory team at Marsh Commercial. This role will be based in the Penrith office. This is a hybrid role that has a requirement of working at least three days a week in the office.
The role: Client Advisor (Account Manager)
This position would suit an experienced Account Manager with a background in corporate or commercial insurance having worked in a Handler/Broker type role previously; however, experience within other areas of insurance such as Claims/Underwriting or even professional services could be considered as training will be provided.
You will be responsible for supporting the Client Executives in maintaining their book of business and handling the day-to-day activities including renewals, mid-term adjustments, and handling any client queries.
We will rely on you to:
1. Work with Account Executives to retain and generate new business, by leveraging strategy information and managing contract reviews and midterm changes.
2. Partner with Account Executives to help them achieve sales goals.
3. 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.
4. Manage all day-to-day queries, renewals, amendments, and mid-term adjustments for a number of our larger accounts.
5. Build and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
6. Offer technical support for complex or high-priority relationships when needed to ensure relationship satisfaction and maintain a mutual internal and external understanding.
7. Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
8. Maintain a detailed understanding of changing market conditions and understand and comply with all compliance, professional and transparency standards to better serve clients.
What you need to have:
1. Previous experience within a similar role within commercial or corporate insurance is preferred, but any Professional/Financial Services could be considered.
2. Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
3. Proficiency in Microsoft Office Applications.
4. Strong written and verbal communication skills.
5. Confidence to advise and negotiate.
6. The ability to build, manage, and develop relationships.
What makes you stand out:
1. Insurance experience.
2. A desire for a long-term career within the insurance industry.
3. A thirst for learning and the opportunity to study for further insurance-related qualifications.
4. Previous experience within a similar role/industry.
5. Excel, Word & Outlook knowledge.
Why join our team:
1. We help you be your best through professional development opportunities, interesting work, and supportive leaders.
2. We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
3. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
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