Full-Time

Trainee Client Manager

Insurance Broking

Updated on 9/10/2026

Marsh & McLennan

Marsh & McLennan

Risk, insurance and business consulting

No salary listed

Witham, UK

Hybrid

Four days per week in the office after probation.

Category
Insurance (1)
Requirements
  • Five 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 service-level agreements.
  • 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.
Responsibilities
  • 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 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.
Desired Qualifications
  • 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 organised and efficient.

Marsh, formerly Marsh McLennan, is a global professional services firm focused on risk, insurance, reinsurance, talent and business strategy. Its operating businesses help organizations arrange coverage, model and transfer risk, design workforce programs and address complex management questions. Clients range from growing companies to governments and multinational enterprises. The group combines advisory expertise with insurance-market access and data, making it broader than an insurance broker alone while remaining primarily a business-to-business services organization.

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