Trainee Client Advisor

Location: Caledonian House, Block B, Greenmarket, Dundee, Angus, DD1 4QB, United Kingdom Department: Customer Services

We are seeking a talented individual to join our Enterprise team at Marsh Commercial as a Trainee Client Advisor. You will service new and existing clients across a range of commercial insurance products while developing your knowledge and experience in the insurance industry.

For this role, we’d welcome applicants with a background in customer service, administration, sales, personal lines, or commercial insurance. Recent graduates who are looking to begin a career in insurance are also encouraged to apply.

If successful you’ll be provided with a first-class induction, as well as be given the opportunity to attain chartered insurance qualifications.

This full-time, hybrid role is based out of our Dundee office, with an expectation to work 3-4 days per week in the office.

We will count on you to

Provide excellent client service across all aspects of account management, ensuring client needs are identified and met in line with agreed service standards.

Service a dedicated portfolio of clients, including managing renewals, invoicing, producing new quotes, and identifying upselling and cross-selling opportunities.

Complete tasks accurately and on time while managing client enquiries and maintaining high levels of client satisfaction.

Build effective working relationships with insurer partners through regular contact and liaison.

Demonstrate adaptability by supporting colleagues with business-critical tasks and developing your knowledge of the insurance products we provide.

What you need to have

Experience in insurance, customer service, administration, or sales; recent graduates interested in starting a career in insurance are also welcome.

Strong literacy, numeracy, administration, and communication skills, demonstrated through previous experience or education.

Excellent organizational skills, with the ability to manage multiple enquiries and priorities simultaneously.

The ability to remain calm under pressure and work flexibly when required.

Experience using Microsoft Office and similar business systems.

What makes you stand out

A genuine desire to build a long-term career in the insurance industry.

Experience in personal lines or commercial insurance.

A willingness to learn and develop through training, coaching, and mentoring.

Enthusiasm for studying toward professional insurance qualifications, including the opportunity to work toward Chartered Insurance qualifications.

Previous experience managing renewals, client accounts, quotations, invoicing, or cross-selling insurance products.

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 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.

#hybrid

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to providing an inclusive work environment. We aim to attract and retain the best, most qualified people and value colleagues of all backgrounds, without regard to age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at [email protected].

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.