Trainee Client Manager - Insurance Broking

Company:

Marsh Commercial

Description:

Trainee Client Manager

We’re looking for a motivated and ambitious Trainee Client Manager to join our Marsh Commercial / Bishop Skinner team in Witham. This is a fantastic opportunity to start or build your career in insurance with a global leader, while gaining hands-on experience in a supportive, fast-paced, and collaborative environment.

As a Trainee Client Manager, you’ll play an important role in supporting a varied portfolio of clients and learning how to manage day-to-day servicing activity, including renewals, mid-term adjustments, quotations, and client enquiries. You’ll develop practical insurance knowledge, build strong client relationships, and gain exposure to the marine insurance market.

What can you expect:

• A fantastic opportunity to begin your career in insurance with a global leader

• Hands-on experience supporting a varied portfolio of clients

• Exposure to the marine insurance market

• A supportive, fast-paced team environment where learning and development are encouraged

• The chance to build strong client relationships and develop valuable technical skills

• A hybrid working arrangement, with four days per week in the office after probation

We will rely on you to:

• Support the accurate input and maintenance of client data, ensuring records are kept up to date

• Help prepare scheme and open market renewal packs, including pre-renewal checks and claims updates within required timeframes

• Check policy documentation against client system records to ensure accuracy

• Process transactions on the system for secured scheme renewals and mid-term adjustments

• Work closely with colleagues to ensure enquiries, renewal requests, and workflow are handled efficiently and promptly

• Answer incoming calls and direct them to the appropriate person or team

• Take ownership of First Notification of Loss (FNoL) reports and send them to the Claims Unit

• Record cheques, payments, and card transactions, and liaise with Finance Operations as needed

• Assist with accounting queries and reconciliations

• Update notice boards and help maintain a safe, tidy working environment

• Provide general administrative support, including word processing, database updates, minute taking, and ordering stationery

What you need to have:

• 5 GCSEs at Grades 9–4, including English and Mathematics

• Previous experience or a strong interest in insurance operations, account administration, broking support or a related administrative role

• Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs

• A basic understanding of underwriting and policy administration processes

• Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams

• High attention to detail and accurate data entry skills

• A proactive, reliable, and collaborative approach

What makes you stand out:

• An interest in insurance, account management or how policies and endorsements are managed

• A keen eye for detail and a willingness to learn how to check, track and update information accurately

• An interest in working in a fast-paced environment where priorities can change and teamwork matters

• A proactive attitude and an eagerness to ask questions, learn quickly and take ownership of your work

• An interest in improving ways of working and helping teams stay organized and efficient

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.

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 embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of 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.