How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Client Advisor – Marsh Commercial (Enterprise Centre of Excellence)
Location: Exeter or Cardiff | Working Model: Hybrid (4 days in office per week)
We are seeking a talented individual to join Marsh Commercial in one of our regional offices, offering an exciting opportunity to join our Enterprise Centre of Excellence as a Client Advisor.
About the Role
Within this role, you’ll be responsible for servicing both new and existing clients across a range of commercial insurance products. We value diversity in experience—whether you have previous insurance, customer service, or administration experience—or are looking to transition into the sector.
Upon successful recruitment, you’ll benefit from:
- A comprehensive induction programme
- Opportunities to attain chartered insurance qualifications
- Dedicated mentoring to master major insurance classes
Once trained, you’ll manage a dedicated portfolio of clients, ensuring smooth account management. This includes:
- Handling renewals, invoicing, and quote production
- Upselling/cross-selling additional products
- Resolving client queries and challenges
Your Key Responsibilities
You will be relied upon to:
- Deliver exceptional client service, proactively identifying and fulfilling client needs while adhering to Marsh’s service standards.
- Ensure timely task completion for seamless client satisfaction.
- Demonstrate adaptability in supporting colleagues with time-sensitive business tasks.
- Build strong relationships with insurer partners to enhance client servicing.
- Use training, coaching, and mentoring to develop expertise across key insurance classes while staying informed about product developments.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements
To succeed in this role, you should have:
- Ideally minimum 1 year of experience in insurance, customer service, or administration (not strictly necessary but preferred).
- Strong literacy, numeracy, administration, and communication skills (demonstrable via qualifications).
- Ability to remain calm under pressure and adapt to flexible demands.
- Excellent organisational skills, capable of managing multiple enquiries simultaneously.
- Proficiency in using Microsoft Office Suite (and similar tools).
What Will Make You Stand Out?
- Genuine interest in a long-term insurance career.
- Prior industry knowledge (e.g., personal lines, commercial insurance, claims, underwriting, or private client experience).
- Thirst for learning, with eagerness to progress towards insurance qualifications.
Why Join Marsh Commercial?
Professional Growth We empower our colleagues with training, mentorship, and career progression. Our structured learning pathways allow you to advance within a global leader in risk and insurance.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Inclusive Culture Thrrive in an environment that fosters diversity, collaboration, and teamwork. Work alongside talented colleagues across sectors, driving innovative solutions for clients and communities.
Dynamic Experience Together with talented colleagues, we create impact across industries. Our scale opens doors to new opportunities, personal development, and success at every stage of your career.
About Marsh
Marsh Risk is part of Marsh (NYSE: MRSH), a fortune 500 company delivering global risk and management solutions. With a workforce of 95,000+ colleagues worldwide, we provide trust and confidence through risk management—helping organisations thrive in uncertain times.
Values That Matter Marsh embraces diversity, openness, and flexibility. Our inclusive approach celebrates differences in background, orientation, status, and ability to bring fresh perspectives to everything we do.
-
fully committed to reasonable adjustments per anti-discrimination law—contact reasonableaccommodations@marsh.com if needed.
-
Offers a hybrid-first work model:
"Marsh colleagues are expected to be in office/local site 3 days a week, with team ‘anchor days’ for collaboration."
#hybrid
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location