We are seeking a talented individual to join our Advisory team at Marsh Commercial. This role will be based in the Bristol – Castlemead 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, looking to join an established, market-leading insurance broker.
You will be responsible for maintaining your own 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:
* Work with Account Executives to retain and generate new business by leveraging strategy information and managing contract reviews and midterm changes.
* Partner with Account Executives to help them achieve sales goals.
* 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.
* Manage all day-to-day queries, renewals, amendments, and mid-term adjustments for a number of our larger accounts.
* Build and maintain relationships with clients, prospects, client teams, and producers to provide best-in-class service and drive growth.
* Offer technical support for complex or high-priority relationships when needed to ensure relationship satisfaction and maintain a mutual internal and external understanding.
* Serve as a client contact for day-to-day needs and answer standard or more difficult client questions to improve the client experience.
* 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:
* Previous experience within a similar role within commercial or corporate insurance.
* Excellent organisational skills and attention to detail with the ability to manage multiple tasks simultaneously.
* Proficiency in Microsoft Office Applications.
* Strong written and verbal communication skills.
* Confidence to advise and negotiate.
* The ability to build, manage, and develop relationships.
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.
* Previous experience within a similar role/industry.
* Excel, Word & Outlook knowledge.
Why join our team:
* We help you be your best through professional development opportunities, interesting work, and supportive leaders.
* 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.
* 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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